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Vanguard Growth ETF

1,063 hedge funds and large institutions have $28.2B invested in Vanguard Growth ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 406 increasing their positions, 383 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $8.38M

7% more funds holding in top 10

Funds holding in top 10: 166177 (+11)

6% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 383

4% less funds holding

Funds holding: 1,1081,063 (-45)

11% less capital invested

Capital invested by funds: $31.6B → $28.2B (-$3.45B)

22.53% less ownership

Funds ownership: 431.06%408.54% (-23%)

23% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 115

Holders
1,063
Holders Change
-45
Holders Change %
-4.06%
% of All Funds
23.42%
Holding in Top 10
177
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.63%
% of All Funds
3.9%
New
89
Increased
406
Reduced
383
Closed
115
Calls
$9.89M
Puts
$8.38M
Net Calls
+$1.51M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
201
Mariner Independent Advisor Network
Kansas
$8.23M -$251K -8,370 -2%
RPWA
202
Regent Peak Wealth Advisors
Georgia
$8.22M -$830K -27,708 -8%
CA
203
Cetera Advisors
Colorado
$8.17M -$525K -17,526 -5%
EWA
204
Exencial Wealth Advisors
Oklahoma
$8.13M +$1.7M +56,814 +22%
CWM
205
Cornerstone Wealth Management
Missouri
$8.12M -$490K -16,362 -5%
CPA
206
Capital Planning Advisors
California
$8.04M -$313K -10,452 -3%
BCM
207
Brookstone Capital Management
Illinois
$7.98M -$2.1M -70,272 -19%
FAIM
208
Financial Advocates Investment Management
Washington
$7.92M +$578K +19,284 +7%
MWC
209
MBM Wealth Consultants
Missouri
$7.9M +$117K +3,918 +1%
APC
210
Aspire Private Capital
North Carolina
$7.34M -$339K -11,328 -4%
SIAS
211
Shine Investment Advisory Services
Colorado
$7.32M -$953K -31,818 -10%
LSPW
212
Lake Street Private Wealth
Illinois
$7.28M -$96.7K -3,228 -1%
Fiera Capital (Canada)
213
Fiera Capital (Canada)
Quebec, Canada
$7.24M
BDF
214
Black Diamond Financial
Maryland
$7.23M +$1.48M +49,416 +22%
CS
215
Comerica Securities
Michigan
$7.23M -$54.5K -1,818 -0.7%
AIA
216
Arcadia Investment Advisors
Idaho
$7.17M +$827K +27,612 +11%
TCPWM
217
Traverso Chambers Private Wealth Management
California
$7.08M +$1.01M +33,816 +14%
MA
218
MONECO Advisors
Connecticut
$7.05M -$308K -10,290 -4%
CFS
219
Cannon Financial Strategists
Georgia
$7.02M -$251K -8,364 -3%
OC
220
Oppenheimer & Co
New York
$7.01M -$326K -10,878 -4%
MCM
221
Manchester Capital Management
Vermont
$6.92M -$184K -6,150 -2%
PP
222
PagnatoKarp Partners
Virginia
$6.86M -$3.96M -132,096 -33%
IA
223
IFP Advisors
Florida
$6.83M +$963K +32,154 +14%
SFA
224
Semmax Financial Advisors
North Carolina
$6.8M -$41.7K -1,392 -0.5%
CAC
225
Certified Advisory Corp
Florida
$6.7M +$1.29M +43,236 +20%

VUG Hedge Fund Activity: Q1 2020 in Review

1,063 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2020, worth a combined $28.2B — down 11% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of VUG and 89 opened new positions — a net loss of 26 holders — while 383 trimmed existing stakes and 406 added.

The largest buyer was Bank of America, adding an estimated $722M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.95B.

  • 1,063 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2020, down from 1,108 in Q4 2019.
  • Funds reported $28.2B of Vanguard Growth ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2020 and 115 closed out, a net change of -26 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2020 was Bank of America, an estimated $722M added.
  • The largest Vanguard Growth ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.