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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
KWM
476
Kingsview Wealth Management
Oregon
$3.31M +$1.58M +39,702 +102%
SWA
477
SOA Wealth Advisors
New York
$3.3M +$2.97M +74,490 New
PFS
478
Prospera Financial Services
Texas
$3.28M +$2.47M +61,872 +390%
JHCP
479
Jackson Hole Capital Partners
Oklahoma
$3.27M
SAMT
480
Select Asset Management & Trust
Pennsylvania
$3.27M +$3.09M +77,346 New
MWM
481
Merriman Wealth Management
Washington
$3.22M +$229K +5,742 +8%
SFP
482
Strategic Financial Partners
Oregon
$3.19M -$11K -276 -0.4%
BC
483
Burney Company
Virginia
$3.17M -$199K -4,998 -6%
HNB
484
Huntington National Bank
Ohio
$3.17M
KA
485
Kovack Advisors
Florida
$3.14M +$206K +5,154 +7%
KPWS
486
Kestra Private Wealth Services
Texas
$3.12M +$911K +22,824 +45%
DW
487
Domani Wealth
Pennsylvania
$3.12M -$56.8K -1,422 -2%
MFG
488
Magnus Financial Group
New York
$3.11M +$8.38K +210 +0.3%
PMFA
489
Plante Moran Financial Advisors
Michigan
$3.1M -$306K -7,662 -9%
RW
490
REDW Wealth
New Mexico
$3.1M -$12K -300 -0.4%
GWSG
491
GPS Wealth Strategies Group
Colorado
$3.05M +$331K +8,280 +13%
PD
492
Planning Directions
Pennsylvania
$3.04M -$139K -3,492 -5%
GP
493
Girard Partners
Pennsylvania
$3.04M -$74.2K -1,860 -3%
DAS
494
Dynamic Advisor Solutions
Arizona
$3.04M +$941K +23,586 +49%
GHA
495
GW Henssler & Associates
Georgia
$3.04M -$33.3K -834 -1%
AAMC
496
Asset Allocation & Management Company
Illinois
$3.03M -$377K -9,444 -12%
MPM
497
Meritage Portfolio Management
Kansas
$3.03M +$386K +9,678 +16%
SEP
498
Southland Equity Partners
Missouri
$3.02M +$2.86M +71,586 New
PJB
499
Paul John Balson
California
$3M +$337K +8,442 +13%
GWM
500
Geneos Wealth Management
Colorado
$3M +$6.67M +167,010 +83%

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.