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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
WFS
1101
Weitzel Financial Services
Iowa
$284K +$253K +6,348 New
HNW
1102
High Note Wealth
Minnesota
$284K +$269K +6,732 New
APW
1103
Austin Private Wealth
Texas
$282K
BBA
1104
Braun-Bostich & Associates
Pennsylvania
$282K
FAM
1105
Formidable Asset Management
Ohio
$281K -$164K -4,116 -38%
MC
1106
Moors & Cabot
Massachusetts
$280K -$24.9K -624 -9%
FCA
1107
FinTrust Capital Advisors
South Carolina
$280K +$19.9K +498 +8%
EBSAM
1108
Eubel Brady & Suttman Asset Management
Ohio
$280K +$35.4K +888 +15%
IWS
1109
Insight Wealth Strategies
California
$278K
LC
1110
Landaas & Company
Wisconsin
$277K
JWBC
1111
John W. Brooker & Co
California
$275K -$104K -2,604 -29%
FNT
1112
First Nebraska Trust
Nebraska
$275K
TCM
1113
Telos Capital Management
California
$273K -$43.3K -1,086 -14%
RWA
1114
River Wealth Advisors
Pennsylvania
$273K +$258K +6,468 New
BTW
1115
Boston Trust Walden
Massachusetts
$272K
OPWM
1116
Oxinas Partners Wealth Management
Indiana
$272K +$257K +6,450 New
SW
1117
SteelPeak Wealth
California
$272K +$257K +6,450 New
VCM
1118
Vivaldi Capital Management
Illinois
$270K
CWM
1119
Calamos Wealth Management
Illinois
$268K
SWMG
1120
Strategic Wealth Management Group
Maryland
$267K +$239 +6 +0.1%
HIP
1121
Harrell Investment Partners
Texas
$267K +$252K +6,312 New
RF
1122
Rollins Financial
Georgia
$267K +$252K +6,312 New
SIC
1123
Shoker Investment Counsel
Ohio
$266K +$6.47K +162 +3%
CL
1124
CIM LLC
New York
$265K
BCA
1125
Bay Colony Advisors
Massachusetts
$264K -$28.5K -714 -10%

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.