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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
Truist Financial
26
Truist Financial
North Carolina
$213M +$10.2M +276,558 +5%
CL
27
Choreo LLC
Illinois
$189M +$3.33M +90,192 +2%
RC
28
RegentAtlantic Capital
New Jersey
$180M +$12.4M +336,012 +8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$166M +$9.81M +265,596 +6%
CIAS
30
CBIZ Investment Advisory Services
Ohio
$164M
RJA
31
Raymond James & Associates
Florida
$156M -$5.48M -148,434 -3%
AssetMark Inc
32
AssetMark Inc
California
$155M +$13.5M +365,646 +10%
EH
33
Equitable Holdings
New York
$149M -$7.54M -204,240 -5%
NFC
34
Northeast Financial Consultants
Connecticut
$143M +$2.95M +79,968 +2%
PC
35
Permanens Capital
New York
$131M -$31.7M -859,296 -20%
AWM
36
AE Wealth Management
Kansas
$130M +$14.8M +401,364 +13%
Mariner
37
Mariner
Kansas
$128M +$839K +22,722 +0.7%
Stifel Financial
38
Stifel Financial
Missouri
$120M +$10.8M +292,398 +10%
MML Investors Services
39
MML Investors Services
Massachusetts
$120M +$163K +4,404 +0.1%
HighTower Advisors
40
HighTower Advisors
Illinois
$118M -$2.78M -75,396 -2%
GC
41
Garde Capital
Washington
$111M +$4.73M +128,244 +5%
SS
42
Simplicity Solutions
Minnesota
$106M +$15.3M +413,748 +17%
MG
43
Mather Group
Illinois
$102M +$420K +11,364 +0.4%
MWM
44
Mission Wealth Management
California
$97M +$20.4M +551,736 +28%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$96.6M +$35.4K +960 +0%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$95.5M +$7.1M +192,306 +8%
WA
47
Waverly Advisors
Alabama
$92.2M -$2.4M -65,124 -3%
DILIC
48
Dai-ichi Life Insurance Company
Japan
$92.2M +$89.7M +2,430,000 New
CCM
49
Coldstream Capital Management
Washington
$91.9M -$5.83M -158,034 -6%
TI
50
Truepoint Inc
Ohio
$90.3M -$6.65M -180,192 -7%

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.