Vanguard Morningstar Growth ETF
VUG
1,138 hedge funds and large institutions have $37.9B invested in Vanguard Morningstar Growth ETF in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 421 increasing their positions, 416 reducing their positions, and 49 closing their positions.
178% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 49
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)
14% more funds holding in top 10
Funds holding in top 10: 176 → 200 (+24)
7% more funds holding
Funds holding: 1,060 → 1,138 (+78)
1% more repeat investments, than reductions
Existing positions increased: 421 | Existing positions reduced: 416
0.14% less ownership
Funds ownership: 67.83% → 67.69% (-0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$877M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$541M |
| 3 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$135M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$65.6M |
| 5 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$254M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$172M |
| 3 |
Morgan Stanley
New York
|
-$60.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$47.6M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$45.6M |
VUG Hedge Fund Activity: Q2 2020 in Review
1,138 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2020, worth a combined $37.9B — up 34% from $28.2B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new VUG positions and 49 closed out — a net gain of 87 holders — while 421 added to existing stakes and 416 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 Morningstar Growth ETF (VUG) as of Q2 2020, up from 1,060 in Q1 2020.
- Funds reported $37.9B of Vanguard Morningstar Growth ETF stock for Q2 2020, up 34% quarter-over-quarter.
- 136 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2020 and 49 closed out, a net change of +87 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $877M added.
- The largest Vanguard Morningstar Growth ETF seller in Q2 2020 was UBS Group, an estimated $254M sold.
Based on aggregated 13F filings for Q2 2020.