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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
MLFP
976
MPS Loria Financial Planners
Illinois
$425K +$58.9K +1,476 +17%
RCM
977
RNC Capital Management
California
$424K -$958 -24 -0.2%
OFG
978
Oxford Financial Group
Indiana
$420K
GWAG
979
Garrett Wealth Advisory Group
Texas
$420K +$718 +18 +0.2%
AWM
980
AAF Wealth Management
Massachusetts
$419K +$396K +9,918 New
ADL
981
Asset Dedication LLC
California
$415K
WMP
982
Wealth Management Partners
Arizona
$411K +$377K +9,450 New
IHWM
983
Iron Horse Wealth Management
Iowa
$411K +$389K +9,744 New
IBOK
984
Independence Bank of Kentucky
Kentucky
$410K
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$409K -$34.5K -864 -8%
BWP
986
Bernardo Wealth Planning
Pennsylvania
$409K +$23.9K +600 +7%
TCM
987
Traynor Capital Management
Pennsylvania
$408K -$129K -3,228 -25%
BRWM
988
B. Riley Wealth Management
Tennessee
$408K
TA
989
TFG Advisers
Michigan
$405K -$5.99K -150 -2%
EWA
990
Encompass Wealth Advisors
Oregon
$405K +$382K +9,582 New
GW
991
GW & Wade
Massachusetts
$405K +$383K +9,594 New
WQ
992
Wealth Quarterback
New Jersey
$401K +$94.4K +2,364 +33%
UWM
993
Urban Wealth Management
California
$401K +$379K +9,504 New
TC
994
Telemus Capital
Michigan
$399K -$25.6K -642 -6%
PO
995
Private Ocean
California
$397K
CNC
996
Canandaigua National Corp
New York
$396K
HPWM
997
Highland Private Wealth Management
Washington
$394K
PWW
998
Pettyjohn Wood & White
Virginia
$394K
KFS
999
Kaizen Financial Strategies
California
$394K +$373K +9,336 New
FIM
1000
FWL Investment Management
Texas
$393K +$371K +9,300 New

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.