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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
IFG
601
Independent Financial Group
California
$1.77M -$380K -9,516 -18%
BWA
602
Bordeaux Wealth Advisors
California
$1.75M +$1.66M +41,538 New
NAMP
603
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.75M +$243K +6,090 +17%
NB
604
Northwest Bancshares
Pennsylvania
$1.74M -$100K -2,508 -6%
CWA
605
Clarus Wealth Advisors
Arizona
$1.73M -$44.1K -1,104 -3%
COCM
606
Charter Oak Capital Management
New Hampshire
$1.73M +$1.63M +40,950 New
SSB
607
Sandy Spring Bank
Maryland
$1.73M +$9.82K +246 +0.6%
PWLP
608
Prio Wealth Limited Partnership
Massachusetts
$1.73M +$296K +7,416 +22%
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$1.72M +$1.2K +30 +0.1%
KP
610
Keel Point
Alabama
$1.72M -$31.1K -780 -2%
CA
611
Claro Advisors
Massachusetts
$1.71M -$73.8K -1,848 -4%
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$1.7M +$2.87K +72 +0.2%
SMG
613
Spectrum Management Group
Indiana
$1.69M -$163K -4,092 -9%
SWM
614
Stockman Wealth Management
Montana
$1.69M -$2.87K -72 -0.2%
GIA
615
Guyasuta Investment Advisors
Pennsylvania
$1.69M +$239K +6,000 +18%
KFGK
616
Keystone Financial Group (Kentucky)
Kentucky
$1.68M +$228K +5,706 +17%
APW
617
Aurora Private Wealth
New Jersey
$1.67M -$19.2K -480 -1%
CBFP
618
Cedar Brook Financial Partners
Ohio
$1.67M +$176K +4,404 +13%
MG
619
MilWealth Group
Wisconsin
$1.67M -$77.1K -1,932 -5%
JFA
620
JNBA Financial Advisors
Minnesota
$1.67M +$11.5K +288 +0.7%
FAM
621
Fenimore Asset Management
New York
$1.67M
CAM
622
Carret Asset Management
New York
$1.66M +$821K +20,562 +109%
TC
623
Toews Corporation
New Jersey
$1.66M -$9.34K -234 -0.6%
SSWM
624
Smith Salley Wealth Management
North Carolina
$1.66M +$951K +23,826 +155%
SPP
625
Single Point Partners
Massachusetts
$1.66M +$1.07M +26,904 +219%

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.