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Vanguard Growth ETF

1,355 hedge funds and large institutions have $44.1B invested in Vanguard Growth ETF in 2020 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 499 increasing their positions, 418 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 36

80% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $22M

19% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 418

14% more funds holding

Funds holding: 1,1871,355 (+168)

10% more capital invested

Capital invested by funds: $40B → $44.1B (+$4.14B)

7% more funds holding in top 10

Funds holding in top 10: 207221 (+14)

8.34% less ownership

Funds ownership: 394.38%386.04% (-8.3%)

Holders
1,355
Holders Change
+168
Holders Change %
+14.15%
% of All Funds
23.98%
Holding in Top 10
221
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.76%
% of All Funds
3.91%
New
226
Increased
499
Reduced
418
Closed
36
Calls
$39.7M
Puts
$22M
Net Calls
+$17.7M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
251
Robertson Stephens Wealth Management
California
$11.4M +$215K +5,382 +2%
PRWA
252
Platte River Wealth Advisors
Colorado
$11.4M +$1.05M +26,292 +11%
SAM
253
SP Asset Management
California
$11.4M +$510K +12,774 +5%
BDF
254
Black Diamond Financial
Maryland
$11.4M -$96.5K -2,418 -0.9%
MA
255
MONECO Advisors
Connecticut
$11.3M -$206K -5,154 -2%
HFS
256
Horizon Financial Services
North Carolina
$11.3M -$133K -3,342 -1%
MCM
257
Manchester Capital Management
Vermont
$11.2M
CA
258
Cetera Advisors
Colorado
$11.2M -$14.6K -366 -0.1%
LNC
259
Lincoln National Corp
Pennsylvania
$10.9M +$615K +15,408 +6%
AWA
260
Arete Wealth Advisors
Illinois
$10.9M -$17M -426,108 -62%
IWA
261
IVC Wealth Advisors
Pennsylvania
$10.9M +$10.3M +257,322 New
BCM
262
BTC Capital Management
Iowa
$10.9M -$9.1K -228 -0.1%
LSPW
263
Lake Street Private Wealth
Illinois
$10.8M -$357K -8,946 -3%
MSA
264
Marino Stram & Associates
Massachusetts
$10.8M +$163K +4,086 +2%
BFA
265
Bragg Financial Advisors
North Carolina
$10.8M +$58.2K +1,458 +0.6%
CFS
266
Cannon Financial Strategists
Georgia
$10.6M +$98.9K +2,478 +1%
TCPWM
267
Traverso Chambers Private Wealth Management
California
$10.6M -$331K -8,286 -3%
CAM
268
Cresset Asset Management
Illinois
$10.5M +$899K +22,530 +10%
ODIJL
269
One Day In July LLC
Vermont
$10.5M +$900K +22,560 +10%
A
270
AdvicePeriod
California
$10.5M +$2.16M +54,006 +28%
SIA
271
Strategic Investment Advisors
Michigan
$10.4M +$912K +22,842 +10%
FPF
272
First Pacific Financial
Washington
$10.4M +$299K +7,482 +3%
FHA
273
Flagship Harbor Advisors
Massachusetts
$10.4M +$1.1M +27,462 +13%
APSP
274
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.3M -$2.78M -69,660 -22%
DWA
275
Dougherty Wealth Advisers
Minnesota
$10.3M +$6.85M +171,552 +239%

VUG Hedge Fund Activity: Q4 2020 in Review

1,355 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2020, worth a combined $44.1B — up 10% from $40B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new VUG positions and 36 closed out — a net gain of 190 holders — while 499 added to existing stakes and 418 trimmed.

The largest buyer was Vanguard Group, adding an estimated $97.8M. The largest seller was UBS Group, cutting an estimated $812M.

  • 1,355 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2020, up from 1,187 in Q3 2020.
  • Funds reported $44.1B of Vanguard Growth ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 226 funds opened new Vanguard Growth ETF positions in Q4 2020 and 36 closed out, a net change of +190 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $97.8M added.
  • The largest Vanguard Growth ETF seller in Q4 2020 was UBS Group, an estimated $812M sold.

Based on aggregated 13F filings for Q4 2020.