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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
DACG
551
Donor Advised Charitable Giving
California
$1.64M +$641K +17,370 +67%
Prudential Financial
552
Prudential Financial
New Jersey
$1.64M +$179K +4,860 +13%
PL
553
Plancorp LLC
Missouri
$1.63M +$46.5K +1,260 +3%
TC
554
Trust Company
Kansas
$1.62M
AIFAIM
555
American Institute for Advanced Investment Management
Arizona
$1.61M -$57.2K -1,548 -4%
CA
556
Claro Advisors
Massachusetts
$1.61M +$443 +12 +0%
MFGP
557
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.61M -$123K -3,324 -7%
CAL
558
Capital Analysts LLC
Pennsylvania
$1.6M +$1.48M +39,966 +1,791%
CWA
559
Clarus Wealth Advisors
Arizona
$1.59M +$25.9K +702 +2%
AFP
560
Ausdal Financial Partners
Iowa
$1.59M +$669K +18,126 +76%
Fisher Asset Management
561
Fisher Asset Management
Washington
$1.58M -$601K -16,290 -28%
MG
562
MilWealth Group
Wisconsin
$1.57M -$71.6K -1,938 -4%
KP
563
Keel Point
Alabama
$1.57M -$161K -4,362 -10%
FT
564
Fiduciary Trust
Massachusetts
$1.55M +$1.51M +40,842 New
KTC
565
Kistler-Tiffany Companies
Pennsylvania
$1.55M +$36.3K +984 +2%
SSB
566
Sandy Spring Bank
Maryland
$1.54M -$120K -3,246 -7%
SVWAG
567
Sound View Wealth Advisors Group
Georgia
$1.53M -$8.2K -222 -0.5%
APW
568
Aurora Private Wealth
New Jersey
$1.52M -$29.9K -810 -2%
SWM
569
Stockman Wealth Management
Montana
$1.52M -$5.09K -138 -0.3%
WP
570
WMS Partners
Maryland
$1.51M -$83.1K -2,250 -5%
HR
571
Hayden Royal
North Carolina
$1.5M -$21K -570 -1%
FAM
572
Fenimore Asset Management
New York
$1.5M
TC
573
Toews Corporation
New Jersey
$1.5M +$23K +624 +2%
JFA
574
JNBA Financial Advisors
Minnesota
$1.49M -$665 -18 -0%
KWM
575
Kingsview Wealth Management
Oregon
$1.47M +$68K +1,842 +5%

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.