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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
Lido Advisors
526
Lido Advisors
California
$1.89M +$640K +17,340 +53%
WGCA
527
Wolf Group Capital Advisors
Virginia
$1.88M -$36.1K -978 -2%
RMCM
528
Reynders McVeigh Capital Management
Massachusetts
$1.87M -$22.2K -600 -1%
LF
529
LifeSteps Financial
California
$1.87M +$33.7K +912 +2%
WT
530
Whittier Trust
California
$1.85M -$28.8K -780 -2%
BWM
531
BCS Wealth Management
Tennessee
$1.83M +$4.87K +132 +0.3%
DAS
532
Dynamic Advisor Solutions
Arizona
$1.83M +$961K +26,022 +117%
CP
533
Camelot Portfolios
Ohio
$1.83M +$104K +2,820 +6%
NG
534
Northstar Group
New York
$1.8M +$174K +4,716 +11%
LAS
535
Lloyd Advisory Services
Georgia
$1.8M +$1.72M +46,692 +6,128%
SFPG
536
Stonebridge Financial Planning Group
Florida
$1.78M +$382K +10,344 +30%
AWS
537
AJ Wealth Strategies
New York
$1.76M +$2.21K +60 +0.1%
FCFC
538
First Commonwealth Financial Corp
Pennsylvania
$1.76M +$86.2K +2,334 +5%
RMAM
539
Raab & Moskowitz Asset Management
New Jersey
$1.75M -$206K -5,580 -11%
SFO
540
Stokes Family Office
Louisiana
$1.73M +$153K +4,140 +10%
FANJ
541
Financial Architects (New Jersey)
New Jersey
$1.73M +$620K +16,794 +58%
CA
542
Cornerstone Advisory
Maryland
$1.73M +$5.09K +138 +0.3%
RJT
543
Raymond James Trust
Florida
$1.72M +$219K +5,928 +15%
CAMG
544
CWA Asset Management Group
Florida
$1.7M +$605K +16,392 +58%
PAS
545
Park Avenue Securities
New York
$1.7M -$98.8K -2,676 -6%
SMG
546
Spectrum Management Group
Indiana
$1.68M
EWM
547
Empirical Wealth Management
Washington
$1.66M -$177K -4,800 -10%
SCM
548
Snow Capital Management
Pennsylvania
$1.66M +$22.2K +600 +1%
NB
549
Northwest Bancshares
Pennsylvania
$1.66M -$90.6K -2,454 -5%
SW
550
SVB Wealth
Massachusetts
$1.66M +$177K +4,794 +12%

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.