Vanguard Morningstar Growth ETF
VUG
1,060 hedge funds and large institutions have $28.2B invested in Vanguard Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 404 increasing their positions, 382 reducing their positions, and 115 closing their positions.
18% more call options, than puts
Call options by funds: $9.89M | Put options by funds: $8.38M
6% more funds holding in top 10
Funds holding in top 10: 166 → 176 (+10)
1.55% more ownership
Funds ownership: 405.45% → 407% (+1.5%)
6% more repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 382
4% less funds holding
Funds holding: 1,108 → 1,060 (-48)
11% less capital invested
Capital invested by funds: $31.6B → $28.2B (-$3.41B)
23% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$722M |
| 2 |
Morgan Stanley
New York
|
+$661M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$237M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.6M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$355M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$73.5M |
| 3 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$61.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$53.4M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$52.4M |
VUG Hedge Fund Activity: Q1 2020 in Review
1,060 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar 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 382 trimmed existing stakes and 404 added.
The largest buyer was Bank of America, adding an estimated $722M. The largest seller was Financial Engines Advisors, cutting an estimated $355M.
- 1,060 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2020, down from 1,108 in Q4 2019.
- Funds reported $28.2B of Vanguard Morningstar Growth ETF stock for Q1 2020, down 11% quarter-over-quarter.
- 89 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2020 and 115 closed out, a net change of -26 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q1 2020 was Bank of America, an estimated $722M added.
- The largest Vanguard Morningstar Growth ETF seller in Q1 2020 was Financial Engines Advisors, an estimated $355M sold.
Based on aggregated 13F filings for Q1 2020.