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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
MAM
1301
McCarthy Asset Management
California
$34K +$32.6K +816 New
BC
1302
Barnett & Company
Tennessee
$33K -$12K -300 -27%
AWM
1303
Avondale Wealth Management
Texas
$33K
FWM
1304
FSA Wealth Management
Massachusetts
$33K +$31.1K +780 New
RBC
1305
Roble Belko & Company
Pennsylvania
$28K
TFGT
1306
TS Financial Group (TSFG)
Illinois
$28K
AWM
1307
Atticus Wealth Management
Florida
$27K +$25.6K +642 New
LWCFA
1308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K +$25.6K +642 New
PA
1309
Perennial Advisors
New York
$27K +$25.9K +648 New
MPWT
1310
MassMutual Private Wealth & Trust
Connecticut
$26K
PCTC
1311
Perkins Coie Trust Company
Washington
$26K
HR
1312
Howe & Rusling
New York
$25K -$404K -10,128 -94%
PFSC
1313
Peoples Financial Services Corp
Pennsylvania
$25K
BWP
1314
Baldwin Wealth Partners
Massachusetts
$24K
ANBT
1315
American National Bank & Trust
Texas
$22K
CA
1316
Clearstead Advisors
Ohio
$19K
IA
1317
Inspire Advisors
Idaho
$19K +$17.7K +444 New
HFA
1318
HC Financial Advisors
California
$18K -$21.6K -540 -56%
AWM
1319
AllSquare Wealth Management
New York
$18K -$7.18K -180 -30%
PCA
1320
Providence Capital Advisors
North Carolina
$18K +$17K +426 New
ACA
1321
Aptus Capital Advisors
Alabama
$16K -$885K -22,176 -98%
BW
1322
Bison Wealth
Georgia
$15K +$2.87K +72 +24%
EWM
1323
Endurance Wealth Management
Rhode Island
$14K
NSB
1324
Norway Savings Bank
Maine
$13K
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$13K

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.