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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
GWM
276
Gray Wealth Management
Maine
$8.69M +$249K +6,732 +3%
JFG
277
JMG Financial Group
Illinois
$8.63M +$404K +10,950 +5%
CAM
278
Cresset Asset Management
Illinois
$8.6M -$723K -19,572 -8%
ODIJL
279
One Day In July LLC
Vermont
$8.55M +$3.03M +82,110 +57%
SIA
280
Strategic Investment Advisors
Michigan
$8.51M +$1.16M +31,386 +16%
MAFM
281
Mid Atlantic Financial Management
Pennsylvania
$8.5M -$631K -17,100 -7%
SAMC
282
Spectrum Asset Management (California)
California
$8.44M -$59.4K -1,608 -0.7%
OPCM
283
Osborne Partners Capital Management
California
$8.42M -$198K -5,370 -2%
NWS
284
Newport Wealth Strategies
California
$8.4M +$48.3K +1,308 +0.6%
LB
285
Leo Brokerage
Texas
$8.28M +$9.08M +245,874 New
FHA
286
Flagship Harbor Advisors
Massachusetts
$8.28M +$72.2K +1,956 +0.9%
MW
287
Marcum Wealth
Ohio
$8.28M -$2.59M -70,038 -24%
KF
288
Krilogy Financial
Missouri
$8.2M +$6.21M +168,132 +349%
HWMG
289
Hurlow Wealth Management Group
Indiana
$8.19M -$300K -8,130 -4%
FC
290
Forte Capital
New York
$8.19M +$467K +12,654 +6%
MA
291
MCF Advisors
Kentucky
$8.12M
WFA
292
Wellspring Financial Advisors
Ohio
$8.08M +$4.65K +126 +0.1%
GVAG
293
Great Valley Advisor Group
Delaware
$8.06M +$1.63M +44,166 +26%
FLA
294
Financial Life Advisors
Texas
$7.97M -$479K -12,966 -6%
LRIA
295
Leonard Rickey Investment Advisors
Washington
$7.95M -$1.3M -35,262 -14%
PFA
296
Paradigm Financial Advisors
Missouri
$7.92M -$5.13M -138,924 -40%
MAM
297
Marquette Asset Management
Minnesota
$7.92M -$126K -3,420 -2%
BA
298
Bristlecone Advisors
Washington
$7.91M -$47.6K -1,290 -0.6%
BFG
299
Beacon Financial Group
Texas
$7.84M +$479K +12,978 +7%
RFM
300
Royal Fund Management
Florida
$7.81M +$4.06M +109,974 +115%

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.