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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
MIC
951
Means Investment Company
Maine
$315K +$443 +12 +0.2%
WT
952
Washington Trust
Rhode Island
$313K +$4.21K +114 +1%
MIAS
953
Mason Investment Advisory Services
Virginia
$313K -$104K -2,814 -25%
BFIM
954
Beese Fulmer Investment Management
Ohio
$308K +$7.53K +204 +3%
CA
955
Continuum Advisory
Idaho
$308K +$45.6K +1,236 +18%
Loomis, Sayles & Company
956
Loomis, Sayles & Company
Massachusetts
$306K -$7.31K -198 -2%
WOC
957
West Oak Capital
California
$303K
AC
958
Alexandria Capital
Virginia
$302K -$35.2K -954 -11%
IC
959
Iconiq Capital
California
$300K +$443 +12 +0.2%
KPWG
960
KFA Private Wealth Group
Virginia
$299K +$291K +7,872 New
I
961
INVST
Indiana
$297K
AMCA
962
Arthur M. Cohen & Associates
Illinois
$297K +$443 +12 +0.2%
FSA
963
Fort Sheridan Advisors
Illinois
$296K -$5.09K -138 -2%
1WA
964
180 Wealth Advisors
Washington
$296K -$3.99K -108 -1%
MAA
965
Matrix Asset Advisors
New York
$295K
HTC
966
Haverford Trust Company
Pennsylvania
$294K -$264K -7,152 -48%
MWM
967
Madison Wealth Management
Ohio
$294K
BPB
968
Badgley, Phelps & Bell
Washington
$293K -$8.2K -222 -3%
CG
969
CFO4Life Group
Texas
$293K
QAM
970
QCI Asset Management
New York
$292K +$285K +7,710 New
CST
971
Charles Schwab Trust
Nevada
$290K
TVAMP
972
Tennessee Valley Asset Management Partners
Tennessee
$287K +$443 +12 +0.2%
TCM
973
Telos Capital Management
California
$286K -$2.44K -66 -0.9%
MAG
974
Mokosak Advisory Group
Iowa
$286K +$45.2K +1,224 +19%
AIM
975
Allen Investment Management
New York
$285K

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.