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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
ISL
651
Ingalls & Snyder LLC
New York
$1.01M
VAS
652
Vestmark Advisory Solutions
Massachusetts
$1.01M -$96.4K -2,610 -9%
ATC
653
Adirondack Trust Company
New York
$1.01M
BCA
654
Berman Capital Advisors
Georgia
$998K -$7.08M -191,754 -88%
WA
655
Wealth Architects
California
$995K -$99.7K -2,700 -9%
FWCM
656
Ferguson Wellman Capital Management
Oregon
$986K +$683K +18,498 +247%
CPO
657
Cerity Partners OCIO
New York
$985K +$16.6K +450 +2%
CCM
658
Coe Capital Management
Illinois
$979K -$13.3K -360 -1%
CAAS
659
Capital Asset Advisory Services
Michigan
$973K -$91K -2,466 -9%
ECG
660
Edge Capital Group
Georgia
$971K -$84.2K -2,280 -8%
IWP
661
Icon Wealth Partners
Texas
$971K
CFA
662
CWS Financial Advisors
Michigan
$971K +$72.7K +1,968 +8%
MIM
663
Moseley Investment Management
Florida
$961K -$60.9K -1,650 -6%
WWM
664
Windsor Wealth Management
Indiana
$951K -$133K -3,594 -13%
BZWA
665
Blue Zone Wealth Advisors
California
$951K
NSAM
666
North Star Asset Management
Wisconsin
$947K -$36.6K -990 -4%
JWM
667
Jeppson Wealth Management
California
$946K +$921K +24,936 New
CFN
668
Cordasco Financial Network
Florida
$940K +$5.32K +144 +0.6%
HDIM
669
Hanson & Doremus Investment Management
Vermont
$938K +$60.9K +1,650 +7%
NHC
670
Nicholas Hoffman & Company
Georgia
$937K
OWM
671
Orgel Wealth Management
Wisconsin
$927K -$3.77K -102 -0.4%
RWM
672
RKL Wealth Management
Pennsylvania
$925K
JGIA
673
Jackson Grant Investment Advisers
Connecticut
$921K +$3.32K +90 +0.4%
TF
674
Trek Financial
Arizona
$916K -$30.6K -828 -3%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$915K -$52.3K -1,416 -6%

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.