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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
ECA
426
Elevated Capital Advisors
Utah
$3.37M -$131K -3,540 -4%
OCM
427
One Capital Management
California
$3.36M
WG
428
Winton Group
United Kingdom
$3.36M +$3.27M +88,476 New
WAS
429
WESPAC Advisors SoCal
California
$3.35M -$464K -12,570 -13%
SHWM
430
Smith & Howard Wealth Management
Georgia
$3.34M -$823K -22,296 -20%
MHS
431
M Holdings Securities
Oregon
$3.34M -$234K -6,348 -7%
LRPA
432
L. Roy Papp & Associates
Arizona
$3.3M -$239K -6,480 -7%
DWT
433
Dorsey & Whitney Trust
South Dakota
$3.29M -$658K -17,826 -17%
NFG
434
NewFocus Financial Group
Washington
$3.25M +$1.12M +30,222 +54%
TC
435
TAP Consulting
Missouri
$3.24M -$48.7K -1,320 -2%
SFPM
436
Sensible Financial Planning & Management
Massachusetts
$3.21M
HIA
437
Harbor Investment Advisory
Maryland
$3.14M +$31.7K +858 +1%
PCA
438
Personal Capital Advisors
California
$3.14M +$720K +19,494 +31%
GA
439
GFS Advisors
Texas
$3.14M -$852K -23,088 -22%
AAMC
440
Asset Allocation & Management Company
Illinois
$3.08M
PMFA
441
Plante Moran Financial Advisors
Michigan
$3.08M -$95.3K -2,580 -3%
KFA
442
Kays Financial Advisory
Georgia
$3.06M -$2.6M -70,392 -47%
LFAS
443
Level Four Advisory Services
Texas
$3.06M -$158K -4,278 -5%
DSA
444
Droms Strauss Advisors
Missouri
$3.05M -$20.8K -564 -0.7%
BC
445
Burney Company
Virginia
$3.04M -$97.5K -2,640 -3%
MMA
446
Miracle Mile Advisors
California
$3.04M +$1.39M +37,560 +88%
CRC
447
Curi RMB Capital
Illinois
$3M
AFAS
448
Acorn Financial Advisory Services
Virginia
$2.99M +$1.68M +45,396 +136%
CK
449
Cohen Klingenstein
New York
$2.98M
JHCP
450
Jackson Hole Capital Partners
Oklahoma
$2.94M

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.