We are live on ! Find out more
VUG icon

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
IA
76
Independence Advisors
Pennsylvania
$54.9M -$3.1M -83,898 -5%
KAS
77
Kestra Advisory Services
Texas
$54.2M +$52.6M +1,425,414 New
HCC
78
Hirtle Callaghan & Co
Pennsylvania
$52.2M -$558K -15,120 -1%
DWM
79
Destination Wealth Management
California
$49.7M -$5.06M -136,998 -9%
CWM
80
Campbell Wealth Management
Virginia
$47.9M -$1.84M -49,806 -4%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$47.4M -$1.18M -31,872 -2%
CA
82
Cambridge Associates
Massachusetts
$46.9M -$512K -13,866 -1%
SFSG
83
Stearns Financial Services Group
North Carolina
$46.4M -$3.43M -92,892 -7%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$43.8M +$1.01M +27,300 +2%
BDF
85
Balasa Dinverno & Foltz
$43M +$41M +1,110,180 +4,660%
CM
86
Cornerstone Management
Georgia
$42.9M -$2.21M -59,958 -5%
ME
87
McIlrath & Eck
Washington
$42.3M -$888K -24,054 -2%
BRWA
88
B. Riley Wealth Advisors
Florida
$41.6M +$6.37M +172,488 +18%
JP Morgan Chase
89
JP Morgan Chase
New York
$41.2M -$764K -20,706 -2%
WLIM
90
White Lighthouse Investment Management
Massachusetts
$40.9M -$1.09M -29,430 -3%
SF
91
Summit Financial
New Jersey
$40.7M -$191K -5,172 -0.5%
GC
92
Grimes & Company
Massachusetts
$39.1M -$1.69M -45,678 -4%
PFPT
93
Pinnacle Financial Partners (Tennessee)
Tennessee
$38.9M -$1.32M -35,796 -3%
WIC
94
Woodmont Investment Counsel
Tennessee
$38.4M +$96.1K +2,604 +0.3%
SFG
95
Sage Financial Group
Pennsylvania
$37.7M -$1.85M -50,016 -5%
OAJ
96
Ogorek Anthony Joseph
New York
$37.6M -$627K -16,992 -2%
JC
97
Jentner Corp
Ohio
$36.4M -$1.17M -31,704 -3%
BEC
98
Blue Edge Capital
Virginia
$35.9M -$2.26M -61,104 -6%
RWM
99
Rezny Wealth Management
Florida
$35.5M +$565K +15,300 +2%
SWM
100
Southern Wealth Management
Texas
$35.4M +$11.9M +322,086 +53%

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.