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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
LSPW
251
Lake Street Private Wealth
Illinois
$10.1M -$61.1K -1,656 -0.6%
CA
252
Cetera Advisors
Colorado
$10.1M -$333K -9,018 -3%
MCM
253
Manchester Capital Management
Vermont
$10M
RSWM
254
Robertson Stephens Wealth Management
California
$10M +$703K +19,032 +8%
SC
255
Scotia Capital
Ontario, Canada
$9.9M +$1.11M +30,000 +13%
EWA
256
Exencial Wealth Advisors
Oklahoma
$9.84M -$1.36M -36,780 -12%
TCPWM
257
Traverso Chambers Private Wealth Management
California
$9.81M -$731K -19,812 -7%
SAM
258
SP Asset Management
California
$9.8M +$4.09M +110,802 +83%
RWP
259
RWA Wealth Partners
Massachusetts
$9.77M -$161K -4,356 -2%
BCM
260
BTC Capital Management
Iowa
$9.76M -$107K -2,904 -1%
BFA
261
Bragg Financial Advisors
North Carolina
$9.64M +$66.5K +1,800 +0.7%
CS
262
Comerica Securities
Michigan
$9.6M -$247K -6,696 -3%
MSA
263
Marino Stram & Associates
Massachusetts
$9.59M +$312K +8,448 +3%
CPA
264
Capital Planning Advisors
California
$9.58M -$1.03M -28,008 -10%
CFS
265
Cannon Financial Strategists
Georgia
$9.46M -$184K -4,980 -2%
SFA
266
Semmax Financial Advisors
North Carolina
$9.42M +$118K +3,192 +1%
SIAS
267
Shine Investment Advisory Services
Colorado
$9.29M -$111K -3,018 -1%
GRP
268
Global Retirement Partners
California
$9.27M -$206K -5,580 -2%
LNC
269
Lincoln National Corp
Pennsylvania
$9.25M +$74.2K +2,010 +0.8%
CWM
270
Cornerstone Wealth Management
Missouri
$9.07M -$963K -26,088 -10%
FPF
271
First Pacific Financial
Washington
$9.05M +$8.81M +238,704 New
PRWA
272
Platte River Wealth Advisors
Colorado
$8.97M +$148K +4,020 +2%
TYCC
273
Texas Yale Capital Corp
Florida
$8.97M -$74.2K -2,010 -0.8%
OC
274
Oppenheimer & Co
New York
$8.83M -$208K -5,634 -2%
FCI
275
Financial Counselors Inc
Kansas
$8.77M +$141K +3,822 +2%

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.