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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
VCM
1001
Vivaldi Capital Management
Illinois
$254K
APW
1002
Austin Private Wealth
Texas
$253K
PP
1003
Palladium Partners
Virginia
$251K -$1.33K -36 -0.5%
Wealth Enhancement Advisory Services
1004
Wealth Enhancement Advisory Services
Minnesota
$251K +$443 +12 +0.2%
IWS
1005
Insight Wealth Strategies
California
$249K
LC
1006
Landaas & Company
Wisconsin
$249K
FNT
1007
First Nebraska Trust
Nebraska
$247K
BTW
1008
Boston Trust Walden
Massachusetts
$245K
GT
1009
Glenview Trust
Kentucky
$245K +$18.2K +492 +8%
CWM
1010
Calamos Wealth Management
Illinois
$241K
PAA
1011
Peregrine Asset Advisers
Oregon
$241K
WQ
1012
Wealth Quarterback
New Jersey
$240K
CL
1013
CIM LLC
New York
$240K +$222K +6,000 New
SWMG
1014
Strategic Wealth Management Group
Maryland
$239K -$105K -2,832 -31%
FMW
1015
Farr Miller & Washington
District of Columbia
$238K -$6.2K -168 -3%
IAP
1016
Indie Asset Partners
Indiana
$238K +$232K +6,282 New
MS
1017
Madden Securities
Texas
$236K
TW
1018
TrinityPoint Wealth
Connecticut
$234K -$57.6K -1,560 -20%
CA
1019
Capital Advantage
California
$233K
ACM
1020
Advisors Capital Management
New Jersey
$232K -$17.3K -468 -7%
SIC
1021
Shoker Investment Counsel
Ohio
$232K +$227K +6,138 New
ST
1022
Spinnaker Trust
Maine
$229K
WCF
1023
West Coast Financial
California
$229K
ACM
1024
AUA Capital Management
Pennsylvania
$229K +$104K +2,820 +88%
ERIM
1025
Eagle Ridge Investment Management
Connecticut
$229K +$223K +6,048 New

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.