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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
LDFR
1101
Lehman & Derafelo Financial Resources
Pennsylvania
$86K
VRM
1102
Vectors Research Management
New York
$86K
AWA
1103
Arkadios Wealth Advisors
Georgia
$83.6K -$8.86K -240 -10%
DOA
1104
D'Orazio & Associates
Virginia
$82K
BEI
1105
Benjamin Edwards Inc
Missouri
$80K
WB
1106
West Bancorporation
Iowa
$78K
FP
1107
Financial Perspectives
Minnesota
$78K
LFG
1108
Larson Financial Group
Missouri
$77K
PP
1109
PrairieView Partners
Minnesota
$76K
MAM
1110
Meeder Asset Management
Ohio
$75K +$72.9K +1,974 New
LIA
1111
LS Investment Advisors
Michigan
$74K -$390K -10,560 -84%
FEG
1112
Financial Enhancement Group
Indiana
$72K -$83.7K -2,268 -55%
FFC
1113
First Financial Corp
Indiana
$72K
MWP
1114
Meridian Wealth Partners
Pennsylvania
$71K -$7.75K -210 -10%
AIC
1115
Archer Investment Corporation
Indiana
$70.1K
POIA
1116
Pin Oak Investment Advisors
Texas
$70K
PWC
1117
PYA Waltman Capital
Tennessee
$69K +$67.3K +1,824 New
FWP
1118
FAS Wealth Partners
Kansas
$66K +$20.8K +564 +48%
TFM
1119
TFC Financial Management
Massachusetts
$64K +$62K +1,680 New
MSFP
1120
Mark Sheptoff Financial Planning
Connecticut
$61K
BAMG
1121
Brand Asset Management Group
Missouri
$59K -$27.9K -756 -33%
LF
1122
Lee Financial
Texas
$58K +$37.2K +1,008 +189%
FA
1123
Fortis Advisors
Pennsylvania
$56K +$222 +6 +0.4%
HFA
1124
Hoover Financial Advisors
Pennsylvania
$55K +$3.99K +108 +8%
RCA
1125
Ranch Capital Advisors
Florida
$52K -$6.2K -168 -11%

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.