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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
BPA
401
Beacon Pointe Advisors
California
$3.88M -$527K -14,262 -12%
PPA
402
Parametric Portfolio Associates
Washington
$3.86M +$461K +12,474 +14%
LIM
403
Leavell Investment Management
Alabama
$3.83M -$309K -8,364 -8%
AC
404
Avestar Capital
New York
$3.81M -$674K -18,246 -16%
GWMIA
405
Global Wealth Management Investment Advisory
Florida
$3.7M -$10.4K -282 -0.3%
UBV
406
United Bank (Virginia)
Virginia
$3.69M +$294K +7,950 +9%
HWA
407
Hillcrest Wealth Advisors
New Jersey
$3.69M -$679K -18,390 -16%
MA
408
MUFG Americas
New York
$3.68M +$521K +14,112 +17%
AIC
409
Ameritas Investment Company
Nebraska
$3.67M
AFM
410
Abbot Financial Management
Massachusetts
$3.67M +$4.21K +114 +0.1%
DCM
411
Donaldson Capital Management
Indiana
$3.63M +$24.6K +666 +0.7%
TA
412
Tiedemann Advisors
New York
$3.6M -$101K -2,724 -3%
JIC
413
Johnson Investment Counsel
Ohio
$3.59M -$248K -6,708 -7%
BF
414
BOK Financial
Oklahoma
$3.55M +$311K +8,424 +10%
KTM
415
Keeler Thomas Management
Utah
$3.54M -$20.8K -564 -0.6%
GIA
416
Gladstone Institutional Advisory
Florida
$3.54M +$131K +3,558 +4%
UR
417
USCA RIA
Texas
$3.5M -$383K -10,380 -10%
IAM
418
Iridian Asset Management
Connecticut
$3.49M -$321K -8,688 -9%
RG
419
Retirement Group
California
$3.48M +$67.8K +1,836 +2%
LWAC
420
Laurel Wealth Advisors (California)
California
$3.48M +$696K +18,864 +26%
HCIA
421
Hochman Cole Investment Advisors
Illinois
$3.48M +$67.3K +1,824 +2%
TVWM
422
Tower View Wealth Management
Wisconsin
$3.45M -$65.3K -1,770 -2%
KL
423
KWMG LLC
Kansas
$3.44M +$94.1K +2,550 +3%
TI
424
Trexquant Investment
Connecticut
$3.38M -$54.7K -1,482 -2%
GAM
425
Gemmer Asset Management
California
$3.38M -$3.77K -102 -0.1%

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.