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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
SFSIG
1076
San Francisco Sentry Investment Group
California
$160K
FMII
1077
Farmers & Merchants Investments Inc
Nebraska
$158K -$53.6K -1,452 -26%
PP
1078
Pacifica Partners
Canada
$147K +$222 +6 +0.2%
TCOV
1079
Trust Company of Vermont
Vermont
$141K
JCM
1080
Jacobi Capital Management
Pennsylvania
$141K +$222 +6 +0.2%
BWM
1081
BNC Wealth Management
Oregon
$135K +$132K +3,570 New
CCM
1082
Covington Capital Management
California
$134K
TIM
1083
Tortoise Investment Management
New York
$132K +$4.43K +120 +4%
SL
1084
Savior LLC
Massachusetts
$130K +$36.1K +978 +40%
BWL
1085
Bogart Wealth LLC
Virginia
$129K +$126K +3,402 New
NFSG
1086
Newbridge Financial Services Group
Florida
$128K +$124K +3,366 New
AF
1087
Arrow Financial
New York
$127K
EI
1088
Ellevest Inc
New York
$126K +$665 +18 +0.5%
BFG
1089
Baron Financial Group
New Jersey
$123K +$120K +3,246 New
WCG
1090
Weaver Consulting Group
California
$122K +$11.7K +318 +11%
IF
1091
Ironwood Financial
Arizona
$121K
GI
1092
Gradient Investments
Minnesota
$121K +$5.32K +144 +5%
SBL
1093
Sargent Bickham Lagudis
Colorado
$113K
SFA
1094
Stewardship Financial Advisors
Georgia
$112K
PAIM
1095
Punch & Associates Investment Management
Minnesota
$107K
GWS
1096
Glassman Wealth Services
Virginia
$106K -$222 -6 -0.2%
NSIM
1097
North Star Investment Management
Illinois
$102K
FBT
1098
First Bank & Trust
South Dakota
$97K
CIA
1099
Choate Investment Advisors
Massachusetts
$96K +$93.3K +2,526 New
BCA
1100
Bray Capital Advisors
Florida
$86K

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.