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
AIP
1126
Ameritas Investment Partners
Nebraska
$51K
HS
1127
Horan Securities
United States
$50K +$48.5K +1,314 New
HWM
1128
Holloway Wealth Management
Florida
$48K
JWM
1129
Janiczek Wealth Management
Colorado
$47K
ONST
1130
Old North State Trust
North Carolina
$44K +$43K +1,164 New
KFS
1131
Kelly Financial Services
Massachusetts
$41K +$39.9K +1,080 New
BC
1132
Barnett & Company
Tennessee
$41K
MFT
1133
Moisand Fitzgerald Tamayo
Florida
$41K +$40.3K +1,092 New
PS
1134
Planned Solutions
California
$39K +$38.3K +1,038 New
PFA
1135
Professional Financial Advisors
Nebraska
$39K +$39.7K +1,074 New
IFA
1136
Interactive Financial Advisors
Illinois
$38K -$665 -18 -2%
HFA
1137
HC Financial Advisors
California
$37K +$2.44K +66 +7%
PCWA
1138
Pacific Capital Wealth Advisors
California
$37K +$35.7K +966 New
BAM
1139
Bellevue Asset Management
Washington
$36K
PGAM
1140
Princeton Global Asset Management
New Jersey
$36K
RMC
1141
Resources Management Corp
Connecticut
$36K
TCM
1142
Tradewinds Capital Management
Washington
$34K
CAGAS
1143
Capital Advisory Group Advisory Services
Minnesota
$33K
LS
1144
Leelyn Smith
Illinois
$32K -$2.21K -60 -7%
AWM
1145
Avondale Wealth Management
Texas
$30K
HI
1146
Hudock Inc
Pennsylvania
$27K
RBC
1147
Roble Belko & Company
Pennsylvania
$25K
TFGT
1148
TS Financial Group (TSFG)
Illinois
$25K
AWM
1149
AllSquare Wealth Management
New York
$23K
MPWT
1150
MassMutual Private Wealth & Trust
Connecticut
$23K

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.