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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
BCM
1326
Blume Capital Management
California
$11K
CWA
1327
Clearview Wealth Advisors
Oregon
$11K +$10.1K +252 New
IFA
1328
Interactive Financial Advisors
Illinois
$10K -$30.9K -774 -77%
CIM
1329
Contravisory Investment Management
Massachusetts
$9K
SIS
1330
Sound Income Strategies
Florida
$9K
WAS
1331
Winch Advisory Services
Wisconsin
$9K
TAM
1332
Tucker Asset Management
Colorado
$8.87K +$8.38K +210 New
TRCT
1333
Tower Research Capital (TRC)
New York
$8K -$5.49M -137,652 -100%
EWM
1334
Edge Wealth Management
New York
$8K
MF
1335
Manchester Financial
California
$7K +$1.68K +42 +33%
HI
1336
Hoey Investments
Pennsylvania
$7K +$6.95K +174 New
BA
1337
Bellwether Advisors
Nebraska
$7K +$7.18K +180 New
LWA
1338
Lowe Wealth Advisors
Maryland
$6K
RIA
1339
RPG Investment Advisory
California
$6K
AP
1340
Atwood & Palmer
Missouri
$5K
AW
1341
Avion Wealth
Texas
$5K
CB
1342
CNB Bank
Pennsylvania
$5K
FWM
1343
ForthRight Wealth Management
Georgia
$5K +$5.03K +126 New
TCWA
1344
Ten Capital Wealth Advisors
Washington
$4K +$3.59K +90 New
BCM
1345
Bourgeon Capital Management
Connecticut
$4K +$3.83K +96 New
AWM
1346
Aberdeen Wealth Management
Illinois
$4K +$4.07K +102 New
JWA
1347
JFS Wealth Advisors
Pennsylvania
$3K -$18.7K -468 -89%
CCM
1348
Cribstone Capital Management
Maine
$3K
OIA
1349
Optimum Investment Advisors
Illinois
$3K
RWG
1350
Regal Wealth Group
California
$3K

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.