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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
RP
1026
Rowlandmiller & Partners
Georgia
$229K
MI
1027
Moneywise Inc
Virginia
$228K +$443 +12 +0.2%
OC
1028
Oakworth Capital
Alabama
$227K -$408K -11,046 -65%
SCM
1029
Stonehearth Capital Management
Massachusetts
$227K
SWM
1030
Sugarloaf Wealth Management
Georgia
$226K -$11.1K -300 -5%
WDL
1031
Well Done LLC
Michigan
$226K
CI
1032
Chartist Inc
California
$224K +$218K +5,898 New
XF
1033
XML Financial
Maryland
$222K -$45.4K -1,230 -17%
CHJWM
1034
Carlton Hofferkamp & Jenks Wealth Management
Texas
$221K +$206K +5,580 New
Principal Financial Group
1035
Principal Financial Group
Iowa
$221K +$215K +5,814 New
CSIC
1036
Clifford Swan Investment Counsel
California
$221K +$215K +5,832 New
HF
1037
Halpern Financial
Virginia
$220K +$27.5K +744 +15%
FFA
1038
Fragasso Financial Advisors
Pennsylvania
$219K +$222 +6 +0.1%
LAIC
1039
Lederer & Associates Investment Counsel
California
$219K +$213K +5,760 New
HW
1040
Hamilton Wealth
California
$219K +$213K +5,766 New
IMOV
1041
Investment Management of Virginia
Virginia
$219K +$213K +5,766 New
HIS
1042
Horizon Investment Services
Indiana
$218K +$212K +5,736 New
EBSAM
1043
Eubel Brady & Suttman Asset Management
Ohio
$218K +$212K +5,748 New
KPCM
1044
Kings Point Capital Management
New York
$216K
OSAM
1045
O'Shaughnessy Asset Management
Connecticut
$216K
HAS
1046
HBW Advisory Services
California
$216K +$210K +5,688 New
CBT
1047
Capital Bank & Trust
California
$216K +$210K +5,700 New
IWA
1048
Intercontinental Wealth Advisors
Texas
$216K +$210K +5,700 New
PFGIA
1049
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$78.2K -2,118 -27%
KM
1050
Kalos Management
Georgia
$214K +$206K +5,586 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.