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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$96M +$1.59M +39,930 +2%
WHG
52
Westwood Holdings Group
Texas
$95.5M -$731K -18,306 -0.8%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.4M -$2.83M -70,974 -3%
BFPW
54
BOK Financial Private Wealth
Colorado
$92.3M +$2.82M +70,626 +3%
SS
55
Simplicity Solutions
Minnesota
$92M -$25.1M -628,308 -22%
KAS
56
Kestra Advisory Services
Texas
$90.3M +$28.7M +718,020 +50%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$90.2M -$834K -20,898 -1%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$88.5M
KIM
59
Karpus Investment Management
New York
$83M -$7.42M -185,772 -9%
PAG
60
Private Advisor Group
New Jersey
$81.9M +$464K +11,634 +0.6%
VCP
61
Vista Capital Partners
Oregon
$80.1M -$7.33M -183,612 -9%
SGAM
62
Stephens Group Asset Management
Arkansas
$74.1M +$294K +7,356 +0.4%
FSWA
63
Financial Synergies Wealth Advisors
Texas
$73.7M +$41.2M +1,032,636 +145%
BOH
64
Bank of Hawaii
Hawaii
$73.5M +$2.79M +69,984 +4%
SMM
65
Stadion Money Management
Georgia
$71.4M
WPW
66
Waldron Private Wealth
Pennsylvania
$71M +$2.4M +60,150 +4%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$69.9M -$5.51M -137,958 -8%
OPS
68
Orion Portfolio Solutions
Nebraska
$69.8M -$362K -9,072 -0.5%
FAG
69
Financial Advisory Group
Texas
$67M +$40.6M +1,017,210 +669%
US Bancorp
70
US Bancorp
Minnesota
$63M +$1.02M +25,500 +2%
MFW
71
Mosaic Family Wealth
Missouri
$62.9M -$7.43M -186,084 -11%
PW
72
Peninsula Wealth
California
$61.8M -$509K -12,756 -0.9%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$61.5M +$12.1M +303,600 +26%
CHP
74
Cable Hill Partners
Oregon
$61.4M -$462K -11,580 -0.8%
CF
75
Corrigan Financial
Rhode Island
$60.5M -$987K -24,738 -2%

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.