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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
NA
201
NewEdge Advisors
Louisiana
$14M -$1.91M -51,846 -12%
MBTD
202
Mechanics Bank - Trust Department
California
$14M -$465K -12,600 -3%
CI
203
CX Institutional
Indiana
$13.9M -$1.25M -33,906 -8%
RWRC
204
R.W. Roge & Company
New York
$13.7M -$9.08K -246 -0.1%
JFA
205
Johanson Financial Advisors
California
$13.7M -$127K -3,432 -1%
SAM
206
Silvercrest Asset Management
New York
$13.7M -$613K -16,614 -4%
QCM
207
Quest Capital Management
Texas
$13.4M -$244K -6,606 -2%
TW
208
Towerpoint Wealth
California
$13.4M -$474K -12,834 -4%
IWC
209
Integrated Wealth Concepts
Massachusetts
$13.3M -$1.89M -51,084 -13%
Franklin Resources
210
Franklin Resources
California
$13.2M +$4.97M +134,502 +63%
SWM
211
SVA Wealth Management
Wisconsin
$13.2M -$327K -8,868 -2%
EIP
212
Ellis Investment Partners
Pennsylvania
$13M -$588K -15,924 -4%
PI
213
PFS Investments
Georgia
$12.8M +$12.5M +338,460 New
IC
214
IEQ Capital
California
$12.7M +$496K +13,428 +4%
IHL
215
Investment House LLC
California
$12.7M +$12.3M +334,320 New
Comerica Bank
216
Comerica Bank
Texas
$12.5M -$918K -24,870 -7%
ORIO
217
Old Republic International (ORI)
Illinois
$12.5M +$12.2M +330,000 New
FAIM
218
Financial Advocates Investment Management
Washington
$12.5M +$1.14M +30,870 +10%
SFG
219
SNS Financial Group
Minnesota
$12.5M -$2.03M -55,056 -14%
WAAG
220
Wealth Alliance Advisory Group
Kansas
$12.4M -$303K -8,202 -2%
NAS
221
Nicolet Advisory Services
Wisconsin
$12.4M -$1.48M -39,978 -11%
EHC
222
Everett Harris & Co
California
$12.4M +$6M +162,504 +99%
MPW
223
MA Private Wealth
California
$12.3M -$585K -15,834 -5%
JWCA
224
J.W. Cole Advisors
Florida
$12.2M -$257K -6,972 -2%
AllianceBernstein
225
AllianceBernstein
Tennessee
$12.2M -$81.3K -2,202 -0.7%

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.