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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
EWM
826
EPG Wealth Management
Georgia
$723K -$14.4K -360 -2%
RMDI
827
R.M. Davis Inc
Maine
$719K +$332K +8,316 +95%
LA
828
LexAurum Advisors
Kansas
$718K +$28.3K +708 +4%
GC
829
GFG Capital
Florida
$716K
9WM
830
9258 Wealth Management
Ohio
$715K
Chevy Chase Trust
831
Chevy Chase Trust
Maryland
$714K +$328K +8,220 +94%
PB
832
Pinnacle Bancorp
Nebraska
$712K -$17.2K -432 -2%
LWA
833
Lenox Wealth Advisors
New York
$711K
VFA
834
Valeo Financial Advisors
Indiana
$707K +$127K +3,186 +24%
WAOI
835
Wealth Advisors of Iowa
Iowa
$706K +$42.4K +1,062 +7%
VWA
836
V Wealth Advisors
Kansas
$706K +$667K +16,722 New
CIA
837
Compass Ion Advisors
Pennsylvania
$697K -$38.8K -972 -6%
GKWIM
838
Gerber Kawasaki Wealth & Investment Management
California
$694K +$657K +16,452 New
WA
839
WP Advisors
California
$693K -$13.7K -342 -2%
TIA
840
Traphagen Investment Advisors
New Jersey
$688K
ATC
841
Argent Trust Co
Tennessee
$688K +$14.6K +366 +2%
WA
842
WESPAC Advisors
California
$687K +$33K +828 +5%
HL
843
HeadInvest LLC
Maine
$683K +$23.9K +600 +4%
AF
844
Apexium Financial
Texas
$672K -$92K -2,304 -13%
WP
845
WealthPLAN Partners
Nebraska
$667K +$82.9K +2,076 +16%
SFA
846
Sequoia Financial Advisors
Ohio
$665K +$718 +18 +0.1%
AL
847
Aspiriant LLC
California
$664K -$33K -828 -5%
AWA
848
ARQ Wealth Advisors
Arizona
$662K
LC
849
Lincoln Capital
Nebraska
$659K +$57K +1,428 +10%
SFS
850
Summit Financial Strategies
Ohio
$652K

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.