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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
HWA
101
HCR Wealth Advisors
California
$34.8M -$7.03M -190,440 -17%
FIG
102
FundX Investment Group
California
$34.7M +$23.7M +641,466 +235%
LA
103
LVW Advisors
New York
$34.1M -$4.96M -134,388 -13%
AI
104
Atria Investments
North Carolina
$34M -$670K -18,156 -2%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$33.6M -$2.88M -77,886 -8%
BMM
106
Berkshire Money Management
Massachusetts
$33.4M +$23.9M +647,250 +279%
BF
107
Blankinship & Foster
California
$33.1M -$598K -16,206 -2%
SQA
108
Simon Quick Advisors
New Jersey
$33.1M -$345K -9,348 -1%
GT
109
Glenmede Trust
Pennsylvania
$32.7M -$1.55M -42,066 -5%
SI
110
Stephens Inc
Arkansas
$32.3M +$614K +16,626 +2%
PPW
111
Pasadena Private Wealth
California
$31.9M -$4.37M -118,242 -12%
SFWA
112
Summit Financial Wealth Advisors
Louisiana
$31.4M -$8.22M -222,636 -21%
AIS
113
American Investment Services
Massachusetts
$30.7M -$60.7K -1,644 -0.2%
PFA
114
Pathway Financial Advisors
Vermont
$30M -$494K -13,392 -2%
Creative Planning
115
Creative Planning
Kansas
$29.9M +$2.15M +58,266 +8%
PCG
116
Private Capital Group
Connecticut
$28.5M -$2.25M -60,942 -8%
FHA
117
First Horizon Advisors
Tennessee
$28.3M -$355K -9,624 -1%
TPW
118
TL Private Wealth
Texas
$28.2M +$1.68M +45,444 +7%
APA
119
American Portfolios Advisors
New York
$27.9M -$382K -10,350 -1%
CCM
120
Condor Capital Management
New Jersey
$27.8M -$777K -21,054 -3%
CW
121
CreativeOne Wealth
Kansas
$27.7M -$1.66M -44,916 -6%
NFG
122
Nadler Financial Group
Illinois
$27.5M -$319K -8,646 -1%
FSWA
123
Financial Synergies Wealth Advisors
Texas
$27.1M +$26M +703,476 +7,206%
FFC
124
Fure Financial Corporation
Minnesota
$27M +$26.3M +712,692 New
TPCW
125
TD Private Client Wealth
New York
$26.8M -$1.71M -46,440 -6%

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.