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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
AFA
776
Atlanta Financial Associates
Georgia
$886K +$232K +5,814 +38%
ATPW
777
Ashton Thomas Private Wealth
Arizona
$885K -$122K -3,060 -13%
BWM
778
Baystate Wealth Management
Massachusetts
$882K +$38.3K +960 +5%
EIA
779
Eldridge Investment Advisors
New Hampshire
$872K -$19.6K -492 -2%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$868K -$141K -3,540 -15%
AWA
781
Alaska Wealth Advisors
Alaska
$863K -$17.5K -438 -2%
NB
782
Nicolet Bankshares
Wisconsin
$861K -$56.5K -1,416 -6%
EC
783
Estate Counselors
Wisconsin
$861K +$814K +20,400 New
SWA
784
Sax Wealth Advisors
New Jersey
$861K +$814K +20,400 New
OCM
785
Orser Capital Management
Texas
$851K -$1.68K -42 -0.2%
IFAM
786
Institutional & Family Asset Management
Colorado
$850K +$265K +6,642 +49%
V
787
Veritable
Delaware
$849K +$5.75K +144 +0.7%
CWM
788
Circle Wealth Management
New Jersey
$847K +$278K +6,972 +53%
Kayne Anderson Rudnick Investment Management
789
Kayne Anderson Rudnick Investment Management
California
$846K -$29.9K -750 -4%
TCM
790
Twele Capital Management
Minnesota
$843K -$61.3K -1,536 -7%
WA
791
Wealth Advisors
California
$841K
IIC
792
Ironwood Investment Counsel
Arizona
$840K -$6.95K -174 -0.9%
GI
793
Glovista Investments
New Jersey
$839K +$793K +19,860 New
CFS
794
CRA Financial Services
New Jersey
$826K
LF
795
Lantz Financial
Illinois
$825K
MWA
796
Meridian Wealth Advisors
Texas
$809K
CT
797
Caldwell Trust
Florida
$803K -$12K -300 -2%
LSAG
798
Lake Street Advisors Group
New Hampshire
$803K
LL
799
LPWM LLC
Minnesota
$800K
SWM
800
Soundmark Wealth Management
Washington
$797K +$753K +18,870 New

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.