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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
IAA
1076
Independent Advisor Alliance
North Carolina
$307K
1WA
1077
180 Wealth Advisors
Washington
$305K -$14.4K -360 -5%
CYG
1078
Clean Yield Group
Vermont
$305K +$288K +7,218 New
KW
1079
KWB Wealth
California
$305K +$288K +7,218 New
HPC
1080
HM Payson & Co
Maine
$304K -$62K -1,554 -18%
MWM
1081
MBE Wealth Management
Wisconsin
$304K +$288K +7,218 New
CAS
1082
Coppell Advisory Solutions
Texas
$303K +$286K +7,170 New
APG
1083
Abacus Planning Group
South Carolina
$302K
TWM
1084
TriaGen Wealth Management
California
$302K +$285K +7,146 New
AA
1085
AF Advisors
California
$302K +$286K +7,176 New
GBBWRPM
1086
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$301K -$9.82K -246 -3%
CCA
1087
Cadent Capital Advisors
Oklahoma
$301K +$284K +7,122 New
CM
1088
Capital Management
Virginia
$300K
MAG
1089
Mokosak Advisory Group
Iowa
$299K -$18.2K -456 -6%
EWM
1090
Echo Wealth Management
Minnesota
$298K +$282K +7,056 New
LPT
1091
Legacy Private Trust
Wisconsin
$296K
PGA
1092
Portland Global Advisors
Maine
$296K
Jennison Associates
1093
Jennison Associates
New York
$294K
RDWM
1094
Red Door Wealth Management
Tennessee
$293K
SIC
1095
Sigma Investment Counselors
Michigan
$293K +$277K +6,936 New
FMC
1096
First Merchants Corp
Indiana
$292K
JCM
1097
Jag Capital Management
Missouri
$291K -$9.58K -240 -3%
BUB
1098
BBVA USA Bancshares
Texas
$291K +$275K +6,888 New
KFI
1099
Key Financial Inc
Pennsylvania
$286K +$51.7K +1,296 +24%
1IA
1100
1834 Investment Advisors
Wisconsin
$285K +$718 +18 +0.3%

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.