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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
BMCM
451
Bryn Mawr Capital Management
Pennsylvania
$2.94M -$50.7K -1,374 -2%
MOS
452
MGO One Seven
Ohio
$2.92M -$250K -6,774 -8%
DI
453
DAGCO Inc
Ohio
$2.91M +$1.96M +53,190 +226%
SFP
454
Strategic Financial Partners
Oregon
$2.88M -$1.99K -54 -0.1%
NFG
455
Next Financial Group
Texas
$2.87M -$2.44M -66,162 -47%
PD
456
Planning Directions
Pennsylvania
$2.87M -$106K -2,874 -4%
DW
457
Domani Wealth
Pennsylvania
$2.86M +$22.4K +606 +0.8%
MWM
458
Meridian Wealth Management
Kentucky
$2.86M +$821K +22,236 +42%
FI
459
FormulaFolio Investments
Michigan
$2.84M +$1.56M +42,192 +129%
HNB
460
Huntington National Bank
Ohio
$2.81M
GP
461
Girard Partners
Pennsylvania
$2.8M -$212K -5,730 -7%
RW
462
REDW Wealth
New Mexico
$2.8M -$107K -2,904 -4%
MFG
463
Magnus Financial Group
New York
$2.79M -$111K -3,006 -4%
GHA
464
GW Henssler & Associates
Georgia
$2.76M -$150K -4,068 -5%
Renaissance Technologies
465
Renaissance Technologies
New York
$2.73M -$930K -25,200 -26%
DWA
466
Dougherty Wealth Advisers
Minnesota
$2.72M -$25.3K -684 -0.9%
IA
467
IFG Advisory
Georgia
$2.71M -$799K -21,642 -23%
AAM
468
Aureus Asset Management
Massachusetts
$2.7M
MAP
469
Milestone Advisory Partners
North Carolina
$2.69M -$223K -6,036 -8%
MWM
470
Merriman Wealth Management
Washington
$2.68M +$6.65K +180 +0.3%
CCA
471
Checchi Capital Advisers
California
$2.68M +$384K +10,398 +17%
CIC
472
Carnegie Investment Counsel
Ohio
$2.67M +$739K +20,028 +40%
SBH
473
Segall Bryant & Hamill
Illinois
$2.66M +$38.8K +1,050 +2%
GCA
474
Gradient Capital Advisors
California
$2.65M +$383K +10,374 +17%
KA
475
Kovack Advisors
Florida
$2.63M +$25.3K +684 +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.