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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
JWCA
726
J.W. Coons Advisors
Ohio
$737K +$94.1K +2,550 +15%
CT
727
Caldwell Trust
Florida
$733K +$103K +2,802 +17%
DI
728
Disciplined Investments
Oklahoma
$731K +$21.7K +588 +3%
LL
729
LPWM LLC
Minnesota
$728K +$45.4K +1,230 +7%
MWA
730
Meridian Wealth Advisors
Texas
$727K +$707K +19,152 New
LSAG
731
Lake Street Advisors Group
New Hampshire
$722K
CAG
732
Crestwood Advisors Group
Massachusetts
$719K +$219K +5,934 +46%
CAM
733
Carret Asset Management
New York
$715K +$113K +3,054 +19%
TNB
734
Thomasville National Bank
Georgia
$707K -$167K -4,512 -20%
LFA
735
Legend Financial Advisors
Pennsylvania
$699K -$41.9K -1,134 -6%
HSA
736
HBK Sorce Advisory
Pennsylvania
$698K +$11.3K +306 +2%
CAW
737
Cornerstone Advisors (Washington)
Washington
$697K
Vanguard Group
738
Vanguard Group
Pennsylvania
$697K +$9.53K +258 +1%
JIC
739
Joel Isaacson & Co
New York
$697K +$266K +7,212 +65%
ST
740
Smithfield Trust
Pennsylvania
$695K
IF
741
IRON Financial
Illinois
$694K -$12.8K -348 -2%
AF
742
Apexium Financial
Texas
$691K
EVM
743
Eaton Vance Management
Massachusetts
$691K +$25.9K +702 +4%
ACI
744
Alpha Cubed Investments
California
$687K +$49.4K +1,338 +8%
FFW
745
Fusion Family Wealth
New York
$684K
SHA
746
Seneca House Advisors
Virginia
$668K -$154K -4,158 -19%
PSUF
747
People's United Financial
Connecticut
$666K -$31.7K -858 -5%
ML
748
McAdam LLC
Pennsylvania
$665K
EWM
749
EPG Wealth Management
Georgia
$664K +$80.6K +2,184 +14%
CIA
750
Compass Ion Advisors
Pennsylvania
$663K -$83.1K -2,250 -11%

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.