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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
LC
801
Lincoln Capital
Nebraska
$538K +$32.8K +888 +7%
FNT
802
First National Trust
Pennsylvania
$537K +$136K +3,696 +35%
BBNA
803
Bremer Bank National Association
Minnesota
$536K -$59.4K -1,608 -10%
G
804
GenTrust
Florida
$525K -$106K -2,874 -17%
LSA
805
L & S Advisors
California
$525K
FTC
806
Farmers Trust Company
Ohio
$524K -$1.11K -30 -0.2%
TSA
807
Tri-Star Advisors
Texas
$523K -$241K -6,516 -33%
HSBC Holdings
808
HSBC Holdings
United Kingdom
$523K
BA
809
Ballast Advisors
Minnesota
$521K -$7.31K -198 -1%
KFA
810
Kelleher Financial Advisors
New York
$518K
WP
811
WealthPLAN Partners
Nebraska
$516K +$43K +1,164 +10%
VFA
812
Valeo Financial Advisors
Indiana
$514K -$6.44M -174,456 -93%
ZF
813
Zhang Financial
Michigan
$514K +$78.4K +2,124 +19%
IFAM
814
Institutional & Family Asset Management
Colorado
$511K -$382K -10,350 -43%
BCP
815
Berkeley Capital Partners
Georgia
$507K -$27.9K -756 -5%
FSC
816
Full Sail Capital
Oklahoma
$505K
SBIA
817
Sheaff Brock Investment Advisors
Indiana
$504K +$4.43K +120 +0.9%
TCM
818
Traynor Capital Management
Pennsylvania
$504K +$52.9K +1,434 +13%
FLPIM
819
F.L. Putnam Investment Management
Massachusetts
$503K +$21K +570 +4%
MS
820
Maven Securities
Jersey
$502K +$485K +13,128 New
SIM
821
Sonora Investment Management
Arizona
$501K -$102K -2,772 -17%
MCM
822
Maryland Capital Management
Maryland
$501K -$58.7K -1,590 -11%
CHA
823
Carmichael Hill & Associates
Maryland
$501K -$49K -1,326 -9%
DT
824
Diversified Trust
Tennessee
$500K -$37.7K -1,020 -7%
BRC
825
BHF RG Capital
Arizona
$500K -$3.1K -84 -0.6%

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.