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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
HR
876
Howe & Rusling
New York
$407K +$374K +10,128 +1,688%
ACM
877
Ategra Capital Management
Virginia
$405K -$58.3K -1,578 -13%
GDP
878
Great Diamond Partners
Maine
$403K -$25.3K -684 -6%
NIC
879
Northwest Investment Counselors
Oregon
$402K +$665 +18 +0.2%
EWM
880
Executive Wealth Management
Michigan
$401K +$7.75K +210 +2%
EFSCE
881
Enterprise Financial Services Corp (EFSC)
Missouri
$401K +$60K +1,626 +18%
BOS
882
Bank of Stockton
California
$398K
B
883
Brightworth
Georgia
$398K
TC
884
Telemus Capital
Michigan
$398K
NCM
885
Northwest Capital Management
Oregon
$397K -$65.8K -1,782 -15%
EW
886
Evoke Wealth
California
$394K
HCM
887
Hengehold Capital Management
Ohio
$394K
GCP
888
Gill Capital Partners
Colorado
$391K -$6.87K -186 -2%
SWA
889
SFMG Wealth Advisors
Texas
$391K
PFM
890
Parsec Financial Management
North Carolina
$390K +$48.3K +1,308 +15%
HKAM
891
Horizon Kinetics Asset Management
New York
$383K -$204K -5,532 -35%
WA
892
WBH Advisory
Maryland
$383K +$25.5K +690 +7%
CFO
893
CVA Family Office
Colorado
$383K +$122K +3,300 +49%
AC
894
Alley Company
Illinois
$382K -$75.8K -2,052 -17%
RCM
895
RNC Capital Management
California
$382K -$33.2K -900 -8%
AP
896
Appleton Partners
Massachusetts
$378K +$39.9K +1,080 +12%
OFG
897
Oxford Financial Group
Indiana
$377K
GWAG
898
Garrett Wealth Advisory Group
Texas
$377K +$665 +18 +0.2%
ADL
899
Asset Dedication LLC
California
$372K +$191K +5,178 +111%
CAS
900
Cascadia Advisory Services
Oregon
$369K -$3.77K -102 -1%

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.