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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
FCH
501
Freestone Capital Holdings
Washington
$2.17M
DHFB
502
Dixon Hubard Feinour & Brown
Virginia
$2.14M -$47.4K -1,284 -2%
EWM
503
Evercore Wealth Management
New York
$2.12M +$44.3K +1,200 +2%
APP
504
Avantax Planning Partners
Iowa
$2.11M -$93.7K -2,538 -4%
OIA
505
OneDigital Investment Advisors
Kansas
$2.11M -$89.7K -2,430 -4%
DY
506
Dowling & Yahnke
California
$2.1M +$645K +17,478 +46%
NDSI
507
Newman Dignan & Sheerar Inc
Rhode Island
$2.07M
CFG
508
Citizens Financial Group
Rhode Island
$2.06M +$414K +11,220 +26%
CAG
509
Csenge Advisory Group
Florida
$2.05M -$138K -3,744 -6%
PAS
510
Partnervest Advisory Services
California
$2.05M +$549K +14,880 +38%
KWM
511
Keebeck Wealth Management
Illinois
$2.05M -$14.4K -390 -0.7%
HWM
512
Hohimer Wealth Management
Washington
$2.04M +$354K +9,600 +22%
SCA
513
STALEY CAPITAL ADVISERS
Pennsylvania
$2.03M -$41K -1,110 -2%
PA
514
Probity Advisors
Texas
$2.02M -$26.8K -726 -1%
BJL
515
Brighton Jones LLC
Washington
$2.01M -$58K -1,572 -3%
TCA
516
Transcend Capital Advisors
New Jersey
$2M +$1.95M +52,860 New
KeyBank National Association
517
KeyBank National Association
Ohio
$1.98M -$71.3K -1,932 -4%
IFG
518
Independent Financial Group
California
$1.95M +$70K +1,896 +4%
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.95M -$7.75K -210 -0.4%
KPWS
520
Kestra Private Wealth Services
Texas
$1.94M +$1.89M +51,246 New
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$1.94M +$222K +6,000 +13%
CPW
522
Catalyst Private Wealth
California
$1.93M +$1.88M +50,976 New
CFFP
523
Center for Financial Planning
Michigan
$1.93M +$332K +9,000 +22%
RBFC
524
Roman Butler Fullerton & Co
Missouri
$1.91M +$369K +9,996 +25%
EAM
525
Evanson Asset Management
California
$1.9M -$64.9K -1,758 -3%

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.