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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
PG
326
Prostatis Group
Maryland
$6.79M +$6.61M +179,052 New
HB
327
Homrich & Berg
Georgia
$6.74M +$96.4K +2,610 +1%
DPI
328
Diversified Portfolios Inc
Michigan
$6.7M +$5.01M +135,612 +332%
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$6.6M +$1.84M +49,968 +40%
HSWM
330
Hubbell Strickland Wealth Management
Louisiana
$6.59M +$236K +6,396 +4%
PBF
331
Petix & Botte Financial
California
$6.52M -$7.18M -194,580 -53%
FHC
332
First Heartland Consultants
Missouri
$6.39M +$255K +6,918 +4%
MA
333
Mutual Advisors
Nebraska
$6.3M -$431K -11,682 -7%
ABC
334
Associated Banc-Corp
Wisconsin
$6.24M +$239K +6,486 +4%
PMG
335
ProVise Management Group
Florida
$6.19M +$7.09K +192 +0.1%
PFO
336
Pathstone Family Office
New Jersey
$6.15M +$102K +2,766 +2%
SWM
337
Segment Wealth Management
Texas
$6.14M +$210K +5,700 +4%
PA
338
Paracle Advisors
Washington
$6.14M -$273K -7,386 -4%
CG
339
Caprock Group
Idaho
$6.11M +$611K +16,548 +11%
RIL
340
Rothschild Investment LLC
Illinois
$6.08M +$166K +4,500 +3%
MPCG
341
Matrix Private Capital Group
New York
$6.04M +$250K +6,762 +4%
IAA
342
Ironsides Asset Advisors
North Carolina
$6M
RWMH
343
Riverpoint Wealth Management Holdings
Illinois
$5.94M -$98.8K -2,676 -2%
HFG
344
Heron Financial Group
New York
$5.91M -$266K -7,206 -4%
Neuberger Berman Group
345
Neuberger Berman Group
New York
$5.86M +$80.4K +2,178 +1%
MC
346
Mathes Company
New York
$5.79M
FAG
347
Financial Advisory Group
Texas
$5.77M +$214K +5,808 +4%
IWM
348
IHT Wealth Management
Illinois
$5.7M +$162K +4,398 +3%
ASN
349
Advisory Services Network
Georgia
$5.67M -$404K -10,932 -7%
CFA
350
Carroll Financial Associates
North Carolina
$5.66M +$1.16M +31,524 +27%

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.