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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
IWP
726
Icon Wealth Partners
Texas
$1.08M
BZWA
727
Blue Zone Wealth Advisors
California
$1.06M
First Manhattan
728
First Manhattan
New York
$1.06M +$147K +3,690 +17%
JWM
729
Jeppson Wealth Management
California
$1.06M +$3.11K +78 +0.3%
TFCP
730
Twin Focus Capital Partners
Massachusetts
$1.05M +$563K +14,100 +130%
FWCM
731
Ferguson Wellman Capital Management
Oregon
$1.05M -$43.1K -1,080 -4%
WWM
732
Windsor Wealth Management
Indiana
$1.05M
TLCM
733
Twin Lakes Capital Management
California
$1.05M +$989K +24,774 New
RWM
734
RKL Wealth Management
Pennsylvania
$1.04M +$13.7K +342 +1%
NHC
735
Nicholas Hoffman & Company
Georgia
$1.04M
NSAM
736
North Star Asset Management
Wisconsin
$1.03M -$20.8K -522 -2%
OWM
737
Orgel Wealth Management
Wisconsin
$1.03M
TF
738
Trek Financial
Arizona
$1.03M +$5.27K +132 +0.5%
EE
739
EWG Elevate
California
$1.02M +$5.99K +150 +0.6%
WP
740
WMS Partners
Maryland
$1.02M -$618K -15,474 -39%
CWM
741
Centric Wealth Management
Illinois
$1.02M +$967K +24,216 New
3F
742
360 Financial
Minnesota
$1.02M +$14.4K +360 +2%
AFG
743
Albion Financial Group
Utah
$1M -$202K -5,052 -18%
ICG
744
InterOcean Capital Group
Tennessee
$1M +$947K +23,724 New
MIM
745
Moseley Investment Management
Florida
$1M -$64.7K -1,620 -6%
OWA
746
One Wealth Advisors
California
$992K -$15.8K -396 -2%
DI
747
DFPG Investments
Utah
$991K -$134K -3,366 -13%
WTB
748
Washington Trust Bank
Washington
$982K
IP
749
Intellectus Partners
California
$980K -$14.4K -360 -2%
FC
750
Ferris Capital
Massachusetts
$979K

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.