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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
HIS
1151
Horizon Investment Services
Indiana
$246K +$3.35K +84 +1%
LA
1152
Latitude Advisors
Florida
$246K +$233K +5,826 New
HF
1153
Halpern Financial
Virginia
$245K
GT
1154
Glenview Trust
Kentucky
$244K -$26.6K -666 -10%
IMOV
1155
Investment Management of Virginia
Virginia
$243K
LAIC
1156
Lederer & Associates Investment Counsel
California
$243K
CAG
1157
Compass Advisory Group
New York
$242K +$228K +5,718 New
IWA
1158
Intercontinental Wealth Advisors
Texas
$241K
OSAM
1159
O'Shaughnessy Asset Management
Connecticut
$241K
CTA
1160
Colonial Trust Advisors
South Carolina
$241K +$228K +5,712 New
ST
1161
Spinnaker Trust
Maine
$240K -$14.8K -372 -6%
KPCM
1162
Kings Point Capital Management
New York
$240K
Principal Financial Group
1163
Principal Financial Group
Iowa
$239K -$5.99K -150 -3%
MCM
1164
Murphy Capital Management
New Jersey
$239K +$1.2K +30 +0.5%
BOS
1165
Bingham Osborn & Scarborough
California
$238K
CGA
1166
Crescent Grove Advisors
Illinois
$238K
LIA
1167
LS Investment Advisors
Michigan
$238K +$147K +3,690 +189%
RS
1168
Retirement Solution
Washington
$237K +$224K +5,610 New
OPA
1169
Old Port Advisors
Maine
$237K +$227K +5,688 New
SC
1170
Schoolcraft Capital
Colorado
$236K +$223K +5,598 New
PWM
1171
Praetorian Wealth Management
California
$236K
MI
1172
Moneywise Inc
Virginia
$235K -$17.7K -444 -7%
CHJWM
1173
Carlton Hofferkamp & Jenks Wealth Management
Texas
$235K
TW
1174
TrinityPoint Wealth
Connecticut
$233K -$33K -828 -13%
OWM
1175
Opes Wealth Management
California
$231K

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.