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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
CWC
776
Carolinas Wealth Consulting
North Carolina
$597K -$611K -16,548 -51%
EFS
777
Essex Financial Services
Connecticut
$597K -$43.2K -1,170 -7%
SFA
778
Sequoia Financial Advisors
Ohio
$597K +$9.75K +264 +2%
AWA
779
ARQ Wealth Advisors
Arizona
$595K -$20.2K -546 -3%
WAOI
780
Wealth Advisors of Iowa
Iowa
$594K +$1.11K +30 +0.2%
SWA
781
Stratos Wealth Advisors
Ohio
$592K +$20.4K +552 +4%
HL
782
HeadInvest LLC
Maine
$591K -$111K -3,000 -16%
WA
783
WESPAC Advisors
California
$586K +$31K +840 +6%
SFS
784
Summit Financial Strategies
Ohio
$585K -$33K -894 -5%
SSWM
785
Smith Salley Wealth Management
North Carolina
$583K -$21K -570 -4%
WA
786
Wealth Alliance
New York
$581K -$25.5K -690 -4%
FHC
787
First Horizon Corporation
Tennessee
$579K +$564K +15,276 New
DJSG
788
D.J. St. Germain
Massachusetts
$578K -$50.1K -1,356 -8%
VNA
789
Valley National Advisers
Pennsylvania
$577K +$21.7K +588 +4%
AFA
790
Atlanta Financial Associates
Georgia
$575K +$560K +15,168 New
ACM
791
Allred Capital Management
Texas
$570K +$443 +12 +0.1%
CBN
792
Cadence Bank NA
Texas
$567K
LWM
793
Lyell Wealth Management
California
$565K +$263K +7,116 +92%
VWA
794
Visionary Wealth Advisors
Illinois
$563K +$148K +4,020 +37%
SWM
795
SeaCrest Wealth Management
New York
$560K -$1.1M -29,928 -67%
TWM
796
Tanglewood Wealth Management
Texas
$559K -$41.4K -1,122 -7%
FWM
797
Focused Wealth Management
New York
$559K
Deutsche Bank
798
Deutsche Bank
Germany
$556K
MFW
799
Meristem Family Wealth
Minnesota
$556K
MA
800
Montag & Associates
Georgia
$553K -$60.3K -1,632 -10%

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.