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
BOS
1051
Bingham Osborn & Scarborough
California
$214K +$208K +5,640 New
CGA
1052
Crescent Grove Advisors
Illinois
$214K +$208K +5,646 New
PWM
1053
Praetorian Wealth Management
California
$213K +$207K +5,604 New
VFM
1054
Vivid Financial Management
California
$213K +$208K +5,622 New
MCM
1055
Murphy Capital Management
New Jersey
$213K +$208K +5,634 New
HGWM
1056
Harvest Group Wealth Management
Massachusetts
$209K +$222 +6 +0.1%
OWM
1057
Opes Wealth Management
California
$208K +$202K +5,472 New
Susquehanna International Group
1058
Susquehanna International Group
Pennsylvania
$207K -$1.51M -40,770 -88%
KFI
1059
Key Financial Inc
Pennsylvania
$207K +$202K +5,466 New
FWM
1060
Fairhaven Wealth Management
Illinois
$206K +$201K +5,442 New
DAC
1061
Dividend Assets Capital
South Carolina
$205K
WCM
1062
WealthBridge Capital Management
Ohio
$205K +$199K +5,394 New
LNB
1063
Ledyard National Bank
$205K +$199K +5,400 New
APWM
1064
Atlas Private Wealth Management
New York
$204K
WIA
1065
Wealthstreet Investment Advisors
Texas
$203K +$197K +5,340 New
P
1066
Pitcairn
Pennsylvania
$201K -$51K -1,380 -21%
KCM
1067
Kanawha Capital Management
Virginia
$201K +$195K +5,292 New
RWB
1068
RMR Wealth Builders
New Jersey
$201K +$196K +5,304 New
BHIA
1069
Birch Hill Investment Advisors
Massachusetts
$201K +$196K +5,310 New
FA
1070
FCG Advisors
New Jersey
$201K +$196K +5,310 New
SFG
1071
Sowa Financial Group
Rhode Island
$190K
WEC
1072
Winslow Evans & Crocker
Massachusetts
$180K -$68.7K -1,860 -28%
WPA
1073
West Paces Advisors
Georgia
$165K
RWA
1074
Ropes Wealth Advisors
Massachusetts
$165K
GCM
1075
Gables Capital Management
Florida
$164K +$159K +4,320 +72,000%

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.