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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
AWM
401
Aries Wealth Management
Maine
$4.85M -$5.99K -150 -0.1%
FUBT
402
First United Bank & Trust
Maryland
$4.81M -$317K -7,944 -7%
IA
403
Insight Advisors
Pennsylvania
$4.79M +$4.53M +113,520 New
CFD
404
Creative Financial Designs
Indiana
$4.77M -$178K -4,464 -4%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$4.75M -$2.45M -61,452 -35%
KCM
406
Kathmere Capital Management
Pennsylvania
$4.74M -$142K -3,564 -3%
CA
407
CGN Advisors
Kansas
$4.7M +$4.44M +111,192 New
IAM
408
Iridian Asset Management
Connecticut
$4.67M +$741K +18,564 +20%
EVM
409
Eaton Vance Management
Massachusetts
$4.65M +$3.66M +91,818 +504%
BST
410
Bath Savings Trust
Maine
$4.64M +$4.39M +110,004 New
SWA
411
Stratos Wealth Advisors
Ohio
$4.63M +$3.76M +94,176 +604%
CANC
412
Culbertson A N & Co
Virginia
$4.57M -$25.1K -630 -0.6%
BRG
413
Bay Rivers Group
Virginia
$4.55M -$113K -2,832 -3%
AIC
414
Ameritas Investment Company
Nebraska
$4.55M -$49.1K -1,230 -1%
CSPAM
415
Cary Street Partners Asset Management
Virginia
$4.51M +$9.28M +232,542 New
FC
416
Fusion Capital
South Carolina
$4.43M +$75.2K +1,884 +2%
SBSB
417
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.42M -$19.4K -486 -0.5%
ZB
418
Zions Bancorporation
Utah
$4.41M -$667K -16,722 -14%
AA
419
Addison Advisors
Vermont
$4.38M +$4.14M +103,722 New
LWAC
420
Laurel Wealth Advisors (California)
California
$4.37M +$468K +11,730 +13%
PPA
421
Parametric Portfolio Associates
Washington
$4.35M +$52.7K +1,320 +1%
DI
422
DAGCO Inc
Ohio
$4.31M +$1.01M +25,278 +33%
LWP
423
Lumature Wealth Partners
Georgia
$4.31M +$4.07M +102,006 New
JWM
424
Jackson Wealth Management
Florida
$4.3M -$358K -8,958 -8%
LIM
425
Leavell Investment Management
Alabama
$4.29M +$26.6K +666 +0.7%

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.