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Vanguard Growth ETF

1,187 hedge funds and large institutions have $40B invested in Vanguard Growth ETF in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 403 increasing their positions, 479 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $165M | Put options by funds: $66M

141% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $37.9B → $40B (+$2.12B)

4% more funds holding

Funds holding: 1,1381,187 (+49)

4% more funds holding in top 10

Funds holding in top 10: 200207 (+7)

11.77% less ownership

Funds ownership: 406.15%394.38% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 479

Holders
1,187
Holders Change
+49
Holders Change %
+4.31%
% of All Funds
23.95%
Holding in Top 10
207
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.5%
% of All Funds
4.18%
New
106
Increased
403
Reduced
479
Closed
44
Calls
$165M
Puts
$66M
Net Calls
+$98.8M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAN
176
Financial Advisors Network
California
$17.4M -$387K -10,482 -2%
DIP
177
DT Investment Partners
Pennsylvania
$17.2M -$32M -866,652 -66%
JCM
178
Jacobsen Capital Management
Utah
$17.2M -$4.96M -134,214 -23%
BCIM
179
Bishop & Co Investment Management
Pennsylvania
$16.9M -$1.19M -32,166 -7%
WIC
180
Whitegate Investment Counselors
New Hampshire
$16.9M +$1M +27,120 +6%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$16.6M +$4.19M +113,520 +35%
AF
182
Allworth Financial
California
$16.5M -$1.99M -53,832 -11%
MAS
183
Managed Account Services
Florida
$16.3M +$3.55M +96,210 +30%
TFS
184
TrustCore Financial Services
Tennessee
$16.2M +$4.76M +128,802 +43%
CWM
185
Capital Wealth Management
Rhode Island
$16.1M -$2.98M -80,586 -16%
GG
186
Gleason Group
Kentucky
$15.9M -$306K -8,280 -2%
VR
187
Viridian RIA
Washington
$15.9M +$171K +4,644 +1%
SWP
188
Stratos Wealth Partners
Ohio
$15.8M +$727K +19,680 +5%
TFA
189
Tobias Financial Advisors
Florida
$15.6M -$583K -15,786 -4%
HIM
190
Hanlon Investment Management
New Jersey
$15.6M +$10.6M +286,182 +228%
MWC
191
MBM Wealth Consultants
Missouri
$15.5M +$321K +8,688 +2%
ACS
192
Archford Capital Strategies
Illinois
$15.5M -$259K -7,020 -2%
AWM
193
Avior Wealth Management
Nebraska
$15.4M +$4.33M +117,258 +41%
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$15.3M -$2.39M -64,620 -14%
SFM
195
Signet Financial Management
New Jersey
$15.3M -$258K -6,984 -2%
FSA
196
Financial Services Advisory
Maryland
$15M +$10.1M +273,132 +222%
CFGS
197
Concourse Financial Group Securities
Alabama
$15M +$255K +6,918 +2%
DC
198
DeDora Capital
California
$14.7M -$217K -5,886 -1%
CCFM
199
Clear Creek Financial Management
Washington
$14.7M +$13.2M +358,566 +1,248%
CWM
200
Cranbrook Wealth Management
Michigan
$14.6M -$1.33M -35,892 -9%

VUG Hedge Fund Activity: Q3 2020 in Review

1,187 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2020, worth a combined $40B — up 5.6% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VUG positions and 44 closed out — a net gain of 62 holders — while 403 added to existing stakes and 479 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $89.7M. The largest seller was Bank of America, cutting an estimated $1.61B.

  • 1,187 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2020, up from 1,138 in Q2 2020.
  • Funds reported $40B of Vanguard Growth ETF stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 106 funds opened new Vanguard Growth ETF positions in Q3 2020 and 44 closed out, a net change of +62 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2020 was Dai-ichi Life Insurance Company, an estimated $89.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2020 was Bank of America, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2020.