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Vanguard Growth ETF

1,187 hedge funds and large institutions have $40B invested in Vanguard Growth ETF in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 403 increasing their positions, 479 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $165M | Put options by funds: $66M

141% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $37.9B → $40B (+$2.12B)

4% more funds holding

Funds holding: 1,1381,187 (+49)

4% more funds holding in top 10

Funds holding in top 10: 200207 (+7)

11.77% less ownership

Funds ownership: 406.15%394.38% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 479

Holders
1,187
Holders Change
+49
Holders Change %
+4.31%
% of All Funds
23.95%
Holding in Top 10
207
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.5%
% of All Funds
4.18%
New
106
Increased
403
Reduced
479
Closed
44
Calls
$165M
Puts
$66M
Net Calls
+$98.8M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
226
Regent Peak Wealth Advisors
Georgia
$12.1M -$13.3K -360 -0.1%
Cerity Partners
227
Cerity Partners
New York
$12.1M -$16M -433,914 -58%
T
228
TRUADVICE
Florida
$12M +$11.6M +313,254 New
PA
229
Planning Alternatives
Michigan
$12M -$205K -5,544 -2%
SL
230
Salomon & Ludwin
Virginia
$12M +$63.6K +1,722 +0.5%
APSP
231
Asset Planning Services (Pennsylvania)
Pennsylvania
$11.9M -$623K -16,866 -5%
BCM
232
Brookstone Capital Management
Illinois
$11.9M +$2.17M +58,746 +23%
S
233
SignatureFD
Georgia
$11.9M +$589K +15,966 +5%
NNP
234
Nachman Norwood & Parrott
South Carolina
$11.8M +$4.85M +131,406 +73%
REMPR
235
Roof Eidam Maycock Peralta (REMP)
California
$11.7M -$5.5M -148,872 -33%
APC
236
Aspire Private Capital
North Carolina
$11.6M +$245K +6,648 +2%
PA
237
PFG Advisors
Arizona
$11.5M +$1.35M +36,582 +14%
MIAN
238
Mariner Independent Advisor Network
Kansas
$11.5M +$205K +5,550 +2%
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$11.4M +$6.21M +168,186 +126%
DC
240
Davenport & Co
Virginia
$11.3M +$678K +18,372 +7%
Fiera Capital (Canada)
241
Fiera Capital (Canada)
Quebec, Canada
$11.2M
WRTC
242
Wind River Trust Company
Wyoming
$11.2M +$4.42M +119,844 +68%
NEWAS
243
N.E.W. Advisory Services
Wisconsin
$10.9M -$906K -24,534 -8%
AIA
244
Arcadia Investment Advisors
Idaho
$10.8M -$425K -11,514 -4%
IA
245
IFP Advisors
Florida
$10.7M +$1.15M +31,182 +12%
DT
246
Daniels + Tansey
Delaware
$10.5M +$9.98M +270,354 New
Northern Trust
247
Northern Trust
Illinois
$10.4M +$1.17M +31,632 +13%
MA
248
MONECO Advisors
Connecticut
$10.4M -$92.6K -2,508 -0.9%
BDF
249
Black Diamond Financial
Maryland
$10.3M -$39K -1,056 -0.4%
HFS
250
Horizon Financial Services
North Carolina
$10.3M +$10M +271,194 New

VUG Hedge Fund Activity: Q3 2020 in Review

1,187 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2020, worth a combined $40B — up 5.6% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VUG positions and 44 closed out — a net gain of 62 holders — while 403 added to existing stakes and 479 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $89.7M. The largest seller was Bank of America, cutting an estimated $1.61B.

  • 1,187 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2020, up from 1,138 in Q2 2020.
  • Funds reported $40B of Vanguard Growth ETF stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 106 funds opened new Vanguard Growth ETF positions in Q3 2020 and 44 closed out, a net change of +62 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2020 was Dai-ichi Life Insurance Company, an estimated $89.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2020 was Bank of America, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2020.