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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
MW
326
Marcum Wealth
Ohio
$8.08M -$1.07M -26,850 -12%
UFA
327
US Financial Advisors
Massachusetts
$7.99M +$7.55M +189,258 New
CCA
328
Clearwater Capital Advisors
Illinois
$7.99M -$238K -5,952 -3%
VFA
329
Voya Financial Advisors
Connecticut
$7.97M +$92K +2,304 +1%
HWM
330
Howard Wealth Management
Connecticut
$7.86M -$175K -4,374 -2%
CAL
331
Capital Advisors Ltd
Ohio
$7.81M +$19.6K +492 +0.3%
BSW
332
Buckingham Strategic Wealth
Missouri
$7.79M +$166K +4,164 +2%
MCWS
333
McKinley Carter Wealth Services
West Virginia
$7.77M +$7.34M +183,912 New
Neuberger Berman Group
334
Neuberger Berman Group
New York
$7.76M +$1.17M +29,250 +19%
DPI
335
Diversified Portfolios Inc
Michigan
$7.7M +$238K +5,970 +3%
AWM
336
Altium Wealth Management
New York
$7.64M -$24.9K -624 -0.3%
PFO
337
Pathstone Family Office
New Jersey
$7.62M +$734K +18,378 +11%
HSWM
338
Hubbell Strickland Wealth Management
Louisiana
$7.43M +$85.7K +2,148 +1%
EFL
339
ERn Financial LLC
Wisconsin
$7.22M -$1.15M -28,782 -14%
BBA
340
BLB&B Advisors
Pennsylvania
$7.19M +$5.72M +143,274 +529%
FHC
341
First Heartland Consultants
Missouri
$7.16M +$48.6K +1,218 +0.7%
SF
342
Synovus Financial
Georgia
$7.12M -$1M -25,068 -13%
NOI
343
Newton One Investments
Delaware
$7.07M +$6.69M +167,520 New
CFA
344
Carroll Financial Associates
North Carolina
$7.03M +$685K +17,172 +12%
ABC
345
Associated Banc-Corp
Wisconsin
$7.02M +$69.9K +1,752 +1%
SWM
346
Segment Wealth Management
Texas
$6.98M +$141K +3,522 +2%
RIL
347
Rothschild Investment LLC
Illinois
$6.88M +$107K +2,682 +2%
PMG
348
ProVise Management Group
Florida
$6.85M -$41.9K -1,050 -0.6%
PBF
349
Petix & Botte Financial
California
$6.81M -$430K -10,776 -6%
MPCG
350
Matrix Private Capital Group
New York
$6.78M +$59.2K +1,482 +0.9%

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.