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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
TCM
701
Twele Capital Management
Minnesota
$816K -$15.9K -432 -2%
AWM
702
Aprio Wealth Management
Georgia
$815K -$25.7K -696 -3%
PCM
703
Parsons Capital Management
Rhode Island
$811K +$5.54K +150 +0.7%
SFP
704
Shepherd Financial Partners
Massachusetts
$810K +$222 +6 +0%
First Manhattan
705
First Manhattan
New York
$809K +$29.7K +804 +4%
EIA
706
Eldridge Investment Advisors
New Hampshire
$802K -$19.9K -540 -2%
TCWM
707
Total Clarity Wealth Management
Illinois
$802K -$1.55K -42 -0.2%
BFC
708
Bedel Financial Consulting
Indiana
$800K -$200K -5,418 -20%
CIA
709
Capital Investment Advisors
Georgia
$795K +$191K +5,178 +33%
AWA
710
Alaska Wealth Advisors
Alaska
$792K -$3.32K -90 -0.4%
Kayne Anderson Rudnick Investment Management
711
Kayne Anderson Rudnick Investment Management
California
$789K +$106K +2,880 +16%
FVWA
712
Foster Victor Wealth Advisors
South Carolina
$787K -$76.6K -2,076 -9%
CAN
713
Claraphi Advisory Network
United States
$771K -$425K -11,508 -36%
WA
714
Wealth Advisors
California
$770K +$9.97K +270 +1%
TSS
715
Two Sigma Securities
New York
$768K +$457K +12,384 +157%
OCM
716
Orser Capital Management
Texas
$766K
IIC
717
Ironwood Investment Counsel
Arizona
$761K +$111K +3,012 +18%
V
718
Veritable
Delaware
$757K +$388K +10,518 +111%
BWM
719
Baystate Wealth Management
Massachusetts
$756K +$29.7K +804 +4%
FIM
720
Freedom Investment Management
Connecticut
$754K -$86.8K -2,352 -11%
WFPG
721
Waller Financial Planning Group
Ohio
$748K
BCI
722
Brinker Capital Investments
Pennsylvania
$748K +$728K +19,710 New
CCM
723
Chilton Capital Management
Texas
$743K +$309K +8,376 +75%
CFS
724
CRA Financial Services
New Jersey
$742K
LF
725
Lantz Financial
Illinois
$741K

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.