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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
PA
751
Pinnacle Associates
New York
$976K +$9.82K +246 +1%
HDIM
752
Hanson & Doremus Investment Management
Vermont
$974K -$66.1K -1,656 -7%
WDL
753
Well Done LLC
Michigan
$971K +$679K +17,016 +285%
KC
754
Kingfisher Capital
North Carolina
$967K +$1.44K +36 +0.2%
CPSC
755
Carl P. Sherr & Co
Massachusetts
$955K -$11K -276 -1%
SS
756
Sunbelt Securities
Texas
$953K +$37.4K +936 +4%
CS
757
Capital Square
Tennessee
$950K
CFG
758
Cooper Financial Group
California
$950K +$458K +11,472 +104%
VFIC
759
Valley Forge Investment Consultants
Pennsylvania
$948K +$896K +22,446 New
FVWA
760
Foster Victor Wealth Advisors
South Carolina
$945K +$65.4K +1,638 +8%
AWA
761
Alta Wealth Advisors
Massachusetts
$941K +$890K +22,290 New
MCM
762
Mainstay Capital Management
Michigan
$937K -$50.3K -1,260 -5%
MP
763
McDonald Partners
Ohio
$936K +$885K +22,164 New
DWM
764
Doyle Wealth Management
Florida
$933K -$46.9K -1,176 -5%
SIS
765
SVB Investment Services
Utah
$933K
DWP
766
Destiny Wealth Partners
Florida
$926K +$876K +21,942 New
SFP
767
Shepherd Financial Partners
Massachusetts
$925K +$21.6K +540 +3%
LWM
768
Liberty Wealth Management
California
$918K -$8.14K -204 -0.9%
MCM
769
MV Capital Management
Maryland
$916K -$97K -2,430 -10%
VWA
770
Visionary Wealth Advisors
Illinois
$907K +$265K +6,642 +45%
TSWM
771
Triangle Securities Wealth Management
North Carolina
$906K -$21.1K -528 -2%
PCM
772
Parsons Capital Management
Rhode Island
$906K +$2.4K +60 +0.3%
DA
773
Detalus Advisors
Missouri
$903K -$18.9K -474 -2%
TCWM
774
Total Clarity Wealth Management
Illinois
$901K +$7.66K +192 +0.9%
BFC
775
Bedel Financial Consulting
Indiana
$886K -$3.83K -96 -0.5%

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.