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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
MFA
1226
McClarren Financial Advisors
Pennsylvania
$159K +$150K +3,768 New
PWA
1227
Phoenix Wealth Advisors
North Carolina
$153K +$144K +3,612 New
CCM
1228
Covington Capital Management
California
$149K
TIM
1229
Tortoise Investment Management
New York
$146K
BWL
1230
Bogart Wealth LLC
Virginia
$143K
NFSG
1231
Newbridge Financial Services Group
Florida
$142K
AF
1232
Arrow Financial
New York
$141K
BFG
1233
Baron Financial Group
New Jersey
$137K
WWM
1234
Wolff Wiese Magana
California
$137K +$130K +3,246 New
IF
1235
Ironwood Financial
Arizona
$134K
GCM
1236
Gables Capital Management
Florida
$132K -$47.9K -1,200 -28%
MCM
1237
McMillion Capital Management
North Carolina
$131K +$124K +3,102 New
OPW
1238
Oxler Private Wealth
New York
$128K +$122K +3,054 New
APC
1239
Asset Planning Corporation
Tennessee
$127K +$120K +3,018 New
SBL
1240
Sargent Bickham Lagudis
Colorado
$126K
EA
1241
Elm Advisors
California
$122K +$115K +2,880 New
GI
1242
Gradient Investments
Minnesota
$121K
PAIM
1243
Punch & Associates Investment Management
Minnesota
$119K
GWS
1244
Glassman Wealth Services
Virginia
$118K
CWP
1245
Concord Wealth Partners
Virginia
$117K +$110K +2,760 New
SFA
1246
Stewardship Financial Advisors
Georgia
$115K -$8.62K -216 -7%
NSIM
1247
North Star Investment Management
Illinois
$114K
AWG
1248
Altus Wealth Group
Colorado
$112K +$106K +2,652 New
WB
1249
Webster Bank
Connecticut
$111K +$105K +2,622 New
FBT
1250
First Bank & Trust
South Dakota
$108K

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.