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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
RWA
926
Ropes Wealth Advisors
Massachusetts
$495K +$294K +7,362 +169%
CIAS
927
Capital Investment Advisory Services
North Carolina
$493K -$14.4K -360 -3%
AGA
928
Arkos Global Advisors
Texas
$493K
MFS
929
McNamara Financial Services
Massachusetts
$493K
TAM
930
Townsend Asset Management
North Carolina
$492K +$6.23K +156 +1%
CBT
931
Capital Bank & Trust
California
$492K +$238K +5,964 +105%
FG
932
Fiduciary Group
Georgia
$491K -$4.55K -114 -1%
EP
933
Eudaimonia Partners
Tennessee
$490K +$11.3K +282 +2%
AAS
934
Annex Advisory Services
Wisconsin
$487K
ML
935
McAdam LLC
Pennsylvania
$486K -$240K -6,006 -34%
KWMG
936
King Wealth Management Group
Florida
$485K +$12K +300 +3%
PCM
937
Pointe Capital Management
Michigan
$484K +$458K +11,472 New
RF
938
RHS Financial
California
$483K -$182K -4,554 -28%
LW
939
Linscomb Wealth
Texas
$481K -$3.35K -84 -0.7%
HWM
940
Hemington Wealth Management
Virginia
$477K +$451K +11,292 New
WDG
941
Wealth Dimensions Group
Ohio
$477K +$451K +11,298 New
HAC
942
Harbor Advisory Corp
New Hampshire
$477K +$451K +11,304 New
RWA
943
Redhawk Wealth Advisors
Minnesota
$475K +$449K +11,250 New
MWM
944
Maltin Wealth Management
New Jersey
$473K +$718 +18 +0.2%
FWIA
945
Fort Washington Investment Advisors
Ohio
$470K +$9.58K +240 +2%
FFWA
946
FRG Family Wealth Advisors
Washington
$465K
LWM
947
Lyell Wealth Management
California
$464K -$156K -3,900 -26%
CCMD
948
Cypress Capital Management (Delaware)
Delaware
$463K
FNWM
949
Financial Network Wealth Management
Utah
$463K +$438K +10,968 New
HWA
950
Hilltop Wealth Advisors
North Carolina
$459K

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.