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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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$88.5M
MIS
52
Morningstar Investment Services
Illinois
$86.7M -$19.4M -525,906 -19%
WHG
53
Westwood Holdings Group
Texas
$86.5M -$2.8M -75,780 -3%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.7M -$3.22M -87,282 -4%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$84.7M -$1.95M -52,728 -2%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$81.8M +$11.9M +322,002 +18%
KIM
57
Karpus Investment Management
New York
$81.6M -$3.63M -98,196 -4%
BFPW
58
BOK Financial Private Wealth
Colorado
$80.3M +$2.64M +71,496 +3%
VCP
59
Vista Capital Partners
Oregon
$78.9M -$3.03M -82,194 -4%
PAG
60
Private Advisor Group
New Jersey
$68.6M -$511K -13,842 -0.7%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$68M -$4.26M -115,308 -6%
SGAM
62
Stephens Group Asset Management
Arkansas
$66.3M +$5.25M +142,206 +9%
SMM
63
Stadion Money Management
Georgia
$64.2M
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$64.1M +$19M +514,320 +44%
MFW
65
Mosaic Family Wealth
Missouri
$63.6M -$1.5M -40,686 -2%
BOH
66
Bank of Hawaii
Hawaii
$63.4M +$2.12M +57,318 +4%
OPS
67
Orion Portfolio Solutions
Nebraska
$63.1M -$1.74M -47,070 -3%
WPW
68
Waldron Private Wealth
Pennsylvania
$61.5M -$1.43M -38,712 -2%
AAS
69
Avantax Advisory Services
Texas
$59M +$25.6M +693,798 +81%
PW
70
Peninsula Wealth
California
$56M -$1.51M -40,944 -3%
US Bancorp
71
US Bancorp
Minnesota
$55.6M +$1.21M +32,898 +2%
CHP
72
Cable Hill Partners
Oregon
$55.6M -$1.21M -32,706 -2%
CF
73
Corrigan Financial
Rhode Island
$55.3M -$2.68M -72,696 -5%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$55.1M -$2.21M -59,736 -4%
MWA
75
Martel Wealth Advisors
Washington
$55.1M -$1.88M -51,012 -3%

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.