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Vanguard Growth ETF

1,138 hedge funds and large institutions have $37.9B invested in Vanguard Growth ETF in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 422 increasing their positions, 417 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 50

139% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $7.58M

34% more capital invested

Capital invested by funds: $28.2B → $37.9B (+$9.71B)

13% more funds holding in top 10

Funds holding in top 10: 177200 (+23)

7% more funds holding

Funds holding: 1,0631,138 (+75)

1% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 417

2.39% less ownership

Funds ownership: 408.54%406.15% (-2.4%)

Holders
1,138
Holders Change
+75
Holders Change %
+7.06%
% of All Funds
23.33%
Holding in Top 10
200
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.99%
% of All Funds
4.1%
New
134
Increased
422
Reduced
417
Closed
50
Calls
$18.2M
Puts
$7.58M
Net Calls
+$10.6M
Net Calls Change
+$9.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.64B +$541M +17,596,266 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.76B -$172M -5,577,690 -6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.56B +$877M +28,521,204 +57%
Morgan Stanley
4
Morgan Stanley
New York
$2.18B -$60.8M -1,977,792 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.12B -$47.6M -1,548,786 -2%
UBS Group
6
UBS Group
Switzerland
$1.89B -$254M -8,254,014 -13%
TF
7
TIAA FSB
Florida
$868M -$32M -1,040,688 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$838M -$14.4M -466,758 -2%
LPL Financial
9
LPL Financial
California
$648M +$9.79M +318,390 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$615M -$1.01M -32,964 -0.2%
Wells Fargo
11
Wells Fargo
California
$507M -$1.28M -41,694 -0.3%
Ameriprise
12
Ameriprise
Minnesota
$437M -$9.69M -315,156 -2%
DADC
13
D.A. Davidson & Co
Montana
$410M -$10M -325,506 -3%
UCFA
14
United Capital Financial Advisors
Texas
$395M -$25.9M -841,548 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$364M +$14.9M +485,898 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$307M +$24.2M +786,618 +9%
SEI Investments
17
SEI Investments
Pennsylvania
$273M -$7.48M -243,246 -3%
William Blair & Company
18
William Blair & Company
Illinois
$262M +$19.9M +646,536 +9%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$256M -$26.3M -855,984 -10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$254M -$1.74M -56,484 -0.7%
Goldman Sachs
21
Goldman Sachs
New York
$235M +$10.1M +329,460 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$235M -$94.5M -3,072,234 -31%
EWA
23
EP Wealth Advisors
California
$229M +$28.9M +938,514 +16%
MFG
24
Merit Financial Group
Georgia
$194M -$37.5M -1,218,606 -17%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$189M +$6.55M +212,934 +4%

VUG Hedge Fund Activity: Q2 2020 in Review

1,138 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2020, worth a combined $37.9B — up 34% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new VUG positions and 50 closed out — a net gain of 84 holders — while 422 added to existing stakes and 417 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $877M. The largest seller was UBS Group, cutting an estimated $254M.

  • 1,138 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2020, up from 1,063 in Q1 2020.
  • Funds reported $37.9B of Vanguard Growth ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 134 funds opened new Vanguard Growth ETF positions in Q2 2020 and 50 closed out, a net change of +84 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $877M added.
  • The largest Vanguard Growth ETF seller in Q2 2020 was UBS Group, an estimated $254M sold.

Based on aggregated 13F filings for Q2 2020.