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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
SAM
826
S.A. Mason
Michigan
$500K
CWM
827
Circle Wealth Management
New Jersey
$496K +$1.11K +30 +0.2%
MFS
828
McNamara Financial Services
Massachusetts
$493K -$3.99K -108 -0.8%
BWA
829
Beam Wealth Advisors
Louisiana
$488K +$8.86K +240 +2%
AUB
830
Atlantic Union Bankshares
Virginia
$481K +$149K +4,038 +47%
PWM
831
Perigon Wealth Management
California
$480K -$14K -378 -3%
BWAM
832
Boyd Watterson Asset Management
Ohio
$478K
ANTB
833
AMG National Trust Bank
Colorado
$477K +$443 +12 +0.1%
CWA
834
Clarity Wealth Advisors
California
$474K -$40.8K -1,104 -8%
SMH
835
Sanders Morris Harris
Texas
$474K -$4.65K -126 -1%
TF
836
TimeScale Financial
Massachusetts
$472K -$25.7K -696 -5%
WTC
837
WhitTier Trust Company
Nevada
$470K -$34.3K -930 -7%
SPP
838
Single Point Partners
Massachusetts
$467K
KA
839
Klingman & Associates
New York
$466K -$76.6K -2,076 -14%
GAM
840
Grandview Asset Management
Pennsylvania
$459K +$132K +3,582 +42%
EGWAG
841
Elwood & Goetz Wealth Advisory Group
Georgia
$458K -$13.5K -366 -3%
CIAS
842
Capital Investment Advisory Services
North Carolina
$457K -$205K -5,544 -32%
WI
843
Wintrust Investments
Illinois
$457K -$2.21K -60 -0.5%
RC
844
Roundview Capital
New Jersey
$454K +$886 +24 +0.2%
RFA
845
Reilly Financial Advisors
California
$451K +$43.6K +1,182 +11%
BFEC
846
Benjamin F. Edwards & Company
Missouri
$446K -$260K -7,032 -37%
AGA
847
Arkos Global Advisors
Texas
$443K -$202K -5,472 -32%
EWF
848
Epstein & White Financial
California
$439K -$20.4K -552 -5%
AAS
849
Annex Advisory Services
Wisconsin
$437K -$22.2K -600 -5%
TAM
850
Townsend Asset Management
North Carolina
$436K -$12.2K -330 -3%

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.