We are live on ! Find out more
VUG icon

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
KPW
626
Kore Private Wealth
New York
$1.14M
BP
627
Ballentine Partners
Massachusetts
$1.12M
TGAM
628
TBH Global Asset Management
Tennessee
$1.12M +$25.5K +690 +2%
AIM
629
Axiom Investment Management
New York
$1.12M +$886 +24 +0.1%
KLCM
630
KG&L Capital Management
Louisiana
$1.11M +$121K +3,282 +13%
PIA
631
Perennial Investment Advisors
California
$1.11M
SLT
632
St Louis Trust
Missouri
$1.11M
KBFS
633
Kohmann Bosshard Financial Services
Ohio
$1.1M +$576K +15,606 +117%
AFG
634
Albion Financial Group
Utah
$1.09M -$92.6K -2,508 -8%
CAM
635
Covenant Asset Management
New Jersey
$1.09M -$30.3K -822 -3%
VA
636
Valmark Advisers
Ohio
$1.09M +$114K +3,078 +12%
IAN
637
Integrated Advisors Network
Texas
$1.08M
WCM
638
Windsor Capital Management
Arizona
$1.07M -$14.8K -402 -1%
WI
639
WrapManager Inc
California
$1.07M +$48.5K +1,314 +5%
WTFG
640
Wells Trecaso Financial Group
Ohio
$1.07M
MAG
641
Mayfair Advisory Group
Alabama
$1.06M +$33K +894 +3%
MJRIC
642
Mogy Joel R Investment Counsel
California
$1.05M
AWE
643
Avidian Wealth Enterprises
Texas
$1.04M +$307K +8,322 +44%
BBHC
644
Brown Brothers Harriman & Co
New York
$1.03M +$43.6K +1,182 +5%
BBA
645
BLB&B Advisors
Pennsylvania
$1.03M -$2.88K -78 -0.3%
DI
646
DFPG Investments
Utah
$1.02M -$34.1K -924 -3%
AOWM
647
Alpha Omega Wealth Management
Virginia
$1.02M -$19.5K -528 -2%
FNBT
648
FineMark National Bank & Trust
Florida
$1.02M +$126K +3,408 +14%
PAMG
649
Patton Albertson Miller Group
Tennessee
$1.02M +$70.4K +1,908 +8%
FPCG
650
Fort Pitt Capital Group
Pennsylvania
$1.01M -$95.5K -2,586 -9%

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.