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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
WFA
301
Wellspring Financial Advisors
Ohio
$9.15M +$152K +3,810 +2%
RIA
302
Regal Investment Advisors
Michigan
$9.13M +$506K +12,666 +6%
LRIA
303
Leonard Rickey Investment Advisors
Washington
$9.11M +$248K +6,204 +3%
CWM
304
Cornerstone Wealth Management
Missouri
$9.01M -$1.02M -25,608 -11%
HB
305
Homrich & Berg
Georgia
$8.93M +$1.35M +33,900 +19%
BSSFA
306
Baron Silver Stevens Financial Advisors
Florida
$8.92M +$8.44M +211,350 New
BA
307
Bristlecone Advisors
Washington
$8.79M -$15.8K -396 -0.2%
FLA
308
Financial Life Advisors
Texas
$8.76M -$104K -2,604 -1%
FCB
309
First Command Bank
Texas
$8.61M +$3.24M +81,048 +66%
FCFS
310
First Command Financial Services
Texas
$8.61M +$3.24M +81,048 +66%
BlackRock
311
BlackRock
New York
$8.61M -$53.9K -1,350 -0.7%
MA
312
MCF Advisors
Kentucky
$8.57M -$444K -11,124 -5%
UR
313
USCA RIA
Texas
$8.56M +$4.41M +110,460 +120%
RA
314
Rodgers & Associates
Pennsylvania
$8.4M +$7.94M +199,008 New
LIG
315
Lokken Investment Group
Delaware
$8.38M +$7.92M +198,444 New
ACM
316
AlphaStar Capital Management
North Carolina
$8.34M +$385K +9,642 +5%
WCM
317
Windham Capital Management
Massachusetts
$8.31M -$287K -7,200 -4%
BC
318
Brio Consultants
California
$8.3M -$108K -2,712 -1%
NWS
319
Newport Wealth Strategies
California
$8.29M
1WM
320
1900 Wealth Management
Texas
$8.27M +$7.82M +195,792 New
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$8.17M -$69K -1,728 -0.9%
HR
322
Hardy Reed
Mississippi
$8.16M -$239K -6,000 -3%
MCA
323
Magnolia Capital Advisors
Mississippi
$8.13M +$62.3K +1,560 +0.8%
CG
324
Colony Group
Massachusetts
$8.11M +$302K +7,572 +4%
FA
325
FDx Advisors
Illinois
$8.1M -$210K -5,250 -3%

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.