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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
CIA
1251
Choate Investment Advisors
Massachusetts
$107K
LDFR
1252
Lehman & Derafelo Financial Resources
Pennsylvania
$96K
BCA
1253
Bray Capital Advisors
Florida
$96K +$239 +6 +0.3%
LS
1254
Leelyn Smith
Illinois
$94K +$54.8K +1,374 +162%
DOA
1255
D'Orazio & Associates
Virginia
$92K
BEI
1256
Benjamin Edwards Inc
Missouri
$89K
CMBA
1257
C.M. Bidwell & Associates
Hawaii
$89K +$84.1K +2,106 New
OIM
1258
Oder Investment Management
California
$87K +$82.1K +2,058 New
PGAM
1259
Princeton Global Asset Management
New Jersey
$82K +$40K +1,002 +107%
FEG
1260
Financial Enhancement Group
Indiana
$80K
FFC
1261
First Financial Corp
Indiana
$80K
MWP
1262
Meridian Wealth Partners
Pennsylvania
$80K +$718 +18 +1%
PP
1263
PrairieView Partners
Minnesota
$79K -$5.27K -132 -7%
POIA
1264
Pin Oak Investment Advisors
Texas
$78K
PWC
1265
PYA Waltman Capital
Tennessee
$77K
IRAG
1266
Investment Research & Advisory Group
Georgia
$75K +$70.7K +1,770 New
FWP
1267
FAS Wealth Partners
Kansas
$73K
SFSIG
1268
San Francisco Sentry Investment Group
California
$72K -$101K -2,520 -60%
RWB
1269
RMR Wealth Builders
New Jersey
$68K -$148K -3,696 -70%
MSFP
1270
Mark Sheptoff Financial Planning
Connecticut
$68K
LFG
1271
Larson Financial Group
Missouri
$65K -$20.1K -504 -25%
BAMG
1272
Brand Asset Management Group
Missouri
$65K -$718 -18 -1%
VRM
1273
Vectors Research Management
New York
$63K -$31.1K -780 -34%
RA
1274
Reby Advisors
Connecticut
$59K +$55.6K +1,392 New
AIP
1275
Ameritas Investment Partners
Nebraska
$57K

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.