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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$242M +$53.9M +1,349,604 +31%
Truist Financial
27
Truist Financial
North Carolina
$233M -$4.58M -114,792 -2%
CL
28
Choreo LLC
Illinois
$220M +$8.62M +215,934 +4%
RC
29
RegentAtlantic Capital
New Jersey
$201M +$1.19M +29,862 +0.6%
RJA
30
Raymond James & Associates
Florida
$186M +$11.6M +291,090 +7%
CIAS
31
CBIZ Investment Advisory Services
Ohio
$177M
AssetMark Inc
32
AssetMark Inc
California
$174M +$1.74M +43,488 +1%
NFC
33
Northeast Financial Consultants
Connecticut
$167M +$7.27M +182,160 +5%
EH
34
Equitable Holdings
New York
$165M -$53.6K -1,344 -0%
Mariner
35
Mariner
Kansas
$146M +$3.75M +93,942 +3%
Stifel Financial
36
Stifel Financial
Missouri
$145M +$10.4M +261,084 +8%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$141M +$31.5M +789,192 +31%
MML Investors Services
38
MML Investors Services
Massachusetts
$140M +$6.21M +155,526 +5%
PC
39
Permanens Capital
New York
$131M -$14.2M -355,794 -10%
GC
40
Garde Capital
Washington
$126M +$2.14M +53,610 +2%
MWM
41
Mission Wealth Management
California
$125M +$15.8M +395,820 +15%
AWM
42
AE Wealth Management
Kansas
$119M -$23.8M -596,964 -17%
MG
43
Mather Group
Illinois
$117M +$2.57M +64,500 +2%
WA
44
Waverly Advisors
Alabama
$113M +$1.26M +31,554 +1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$109M +$2.97M +74,286 +3%
Vanguard Group
46
Vanguard Group
Pennsylvania
$104M +$97.8M +2,450,412 +13,329%
DILIC
47
Dai-ichi Life Insurance Company
Japan
$103M
CCM
48
Coldstream Capital Management
Washington
$98.5M -$3.57M -89,484 -4%
TI
49
Truepoint Inc
Ohio
$97.7M -$2.59M -64,938 -3%
MIS
50
Morningstar Investment Services
Illinois
$97.3M +$113K +2,826 +0.1%

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.