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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
NFG
426
NewFocus Financial Group
Washington
$4.27M +$613K +15,354 +18%
CPA
427
Clear Perspective Advisors
Illinois
$4.25M +$132K +3,300 +3%
AFAS
428
Acorn Financial Advisory Services
Virginia
$4.24M +$865K +21,660 +28%
Mackenzie Financial
429
Mackenzie Financial
Ontario, Canada
$4.24M -$63.4M -1,588,800 -94%
RFC
430
Regions Financial Corp
Alabama
$4.22M -$491K -12,306 -11%
Two Sigma Advisers
431
Two Sigma Advisers
New York
$4.21M +$3.98M +99,600 New
AFM
432
Abbot Financial Management
Massachusetts
$4.17M +$85K +2,130 +2%
TNB
433
TCF National Bank
South Dakota
$4.16M -$256K -6,414 -6%
UBV
434
United Bank (Virginia)
Virginia
$4.11M
BF
435
BOK Financial
Oklahoma
$4.11M +$147K +3,672 +4%
CCWA
436
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.11M -$1.14M -28,614 -23%
GWMIA
437
Global Wealth Management Investment Advisory
Florida
$4.07M -$47.9K -1,200 -1%
KTM
438
Keeler Thomas Management
Utah
$4.03M +$86K +2,154 +2%
SHWM
439
Smith & Howard Wealth Management
Georgia
$4M +$273K +6,834 +8%
GIA
440
Gladstone Institutional Advisory
Florida
$4M +$62.7K +1,572 +2%
JIC
441
Johnson Investment Counsel
Ohio
$3.99M -$7.9K -198 -0.2%
NFP
442
Novak Financial Planning
Maryland
$3.98M +$3.77M +94,368 New
CFAM
443
Center For Asset Management
Florida
$3.98M +$3.76M +94,290 New
KL
444
KWMG LLC
Kansas
$3.98M +$143K +3,594 +4%
HWA
445
Hillcrest Wealth Advisors
New Jersey
$3.98M -$120K -3,000 -3%
DCM
446
Donaldson Capital Management
Indiana
$3.96M -$76.9K -1,926 -2%
RG
447
Retirement Group
California
$3.91M +$18.9K +474 +0.5%
EFG
448
Everhart Financial Group
Ohio
$3.89M +$3.68M +92,142 New
RWI
449
Red Wave Investments
Pennsylvania
$3.89M +$3.68M +92,088 New
HIA
450
Harbor Investment Advisory
Maryland
$3.88M +$364K +9,114 +11%

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.