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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
BFA
126
Beaumont Financial Advisors
Massachusetts
$30.2M +$737K +18,462 +3%
TPW
127
TL Private Wealth
Texas
$30M -$300K -7,524 -1%
NFG
128
Nadler Financial Group
Illinois
$29.6M -$933K -23,370 -3%
AC
129
Avory & Company
Florida
$29.2M +$27.6M +690,516 New
ECM
130
Evergreen Capital Management
Washington
$29.1M -$674K -16,890 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$29M +$1.91M +47,742 +7%
AAMA
132
Advanced Asset Management Advisors
Ohio
$28.9M -$10.5K -264 -0%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$28.6M +$10.9M +272,880 +68%
W
134
WealthOne
New York
$28.5M +$1.12M +27,954 +4%
GSIS
135
Global Strategic Investment Solutions
Arizona
$28.4M -$515K -12,894 -2%
Citigroup
136
Citigroup
New York
$28.4M +$410K +10,260 +2%
Betterment LLC
137
Betterment LLC
New York
$28.4M +$2.59M +64,902 +11%
SPIA
138
Steward Partners Investment Advisory
New York
$28.1M +$36.4K +912 +0.1%
CPIG
139
Chicago Partners Investment Group
Illinois
$27.7M +$320K +8,016 +1%
PWMG
140
Prestige Wealth Management Group
New Jersey
$27.6M +$5.06M +126,804 +24%
CAN
141
Cetera Advisor Networks
California
$26.5M +$233K +5,826 +0.9%
CFB
142
Cullen/Frost Bankers
Texas
$26.2M +$545K +13,644 +2%
MAM
143
Madison Asset Management
Wisconsin
$26.2M +$201K +5,028 +0.8%
CTB
144
Country Trust Bank
Illinois
$26M -$276K -6,924 -1%
AAP
145
Arax Advisory Partners
Colorado
$25.7M -$4.55K -114 -0%
CWM
146
Connecticut Wealth Management
Connecticut
$25.7M -$282K -7,062 -1%
RZH
147
Relyea Zuckerberg Hanson
Connecticut
$25.3M +$3.87M +96,870 +19%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$24.9M -$2.73M -68,484 -10%
VVP
149
Venture Visionary Partners
Ohio
$24.7M +$1.71M +42,918 +8%
AWM
150
Avior Wealth Management
Nebraska
$24.6M +$7.08M +177,360 +44%

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.