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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
TA
901
TFG Advisers
Michigan
$369K -$2.88K -78 -0.8%
IBOK
902
Independence Bank of Kentucky
Kentucky
$368K +$358K +9,708 New
BRWM
903
B. Riley Wealth Management
Tennessee
$367K -$61.6M -1,668,768 -99%
WAP
904
Wealthcare Advisory Partners
Pennsylvania
$364K -$28.6K -774 -7%
SFI
905
SPC Financial Inc
Maryland
$362K +$8.86K +240 +3%
MGWM
906
Marks Group Wealth Management
Minnesota
$360K
PHS
907
Pekin Hardy Strauss
Illinois
$358K -$11.1K -300 -3%
PO
908
Private Ocean
California
$357K +$16.2K +438 +5%
CNC
909
Canandaigua National Corp
New York
$356K
IF
910
Intrua Financial
Texas
$354K -$487K -13,194 -60%
HPWM
911
Highland Private Wealth Management
Washington
$354K -$38.8K -1,050 -10%
PWW
912
Pettyjohn Wood & White
Virginia
$354K
AA
913
Advisory Alpha
Michigan
$354K +$2.21K +60 +0.7%
OA
914
Oxbow Advisors
Texas
$354K +$345K +9,342 New
VWM
915
Valley Wealth Managers
New Jersey
$353K +$64.9K +1,758 +23%
BFG
916
Bouchey Financial Group
New York
$352K
NWM
917
Northwest Wealth Management
Iowa
$351K
DE
918
Day & Ennis
Georgia
$348K +$222 +6 +0.1%
TWA
919
TCI Wealth Advisors
Arizona
$347K +$17.7K +480 +6%
JWBC
920
John W. Brooker & Co
California
$346K +$16.8K +456 +5%
SFS
921
Strategic Financial Services
New York
$345K
VCM
922
Vision Capital Management
Oregon
$344K
BWP
923
Bernardo Wealth Planning
Pennsylvania
$344K +$336K +9,090 New
FBFS
924
First Business Financial Services
Wisconsin
$342K
RFN
925
RDA Financial Network
Iowa
$342K +$9.3K +252 +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.