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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
CWM
201
Cranbrook Wealth Management
Michigan
$15.8M -$416K -10,422 -3%
HIM
202
Hanlon Investment Management
New Jersey
$15.8M -$1.47M -36,726 -9%
IWC
203
Integrated Wealth Concepts
Massachusetts
$15.6M +$795K +19,908 +6%
MBTD
204
Mechanics Bank - Trust Department
California
$15.6M -$5.99K -150 -0%
FI
205
FormulaFolio Investments
Michigan
$15.5M +$11.6M +291,546 +390%
IC
206
IEQ Capital
California
$15.4M +$1.26M +31,566 +9%
JFA
207
Johanson Financial Advisors
California
$15.4M +$388K +9,720 +3%
MIAN
208
Mariner Independent Advisor Network
Kansas
$15.4M +$2.51M +62,826 +21%
QCM
209
Quest Capital Management
Texas
$15.3M +$382K +9,576 +3%
EHC
210
Everett Harris & Co
California
$14.8M +$955K +23,916 +7%
BCM
211
Brookstone Capital Management
Illinois
$14.8M +$1.43M +35,760 +11%
T
212
TRUADVICE
Florida
$14.8M +$1.38M +34,656 +11%
FAIM
213
Financial Advocates Investment Management
Washington
$14.6M +$1.03M +25,770 +8%
EIP
214
Ellis Investment Partners
Pennsylvania
$14.6M +$66.1K +1,656 +0.5%
Franklin Resources
215
Franklin Resources
California
$14.5M -$122K -3,066 -0.9%
RWP
216
RWA Wealth Partners
Massachusetts
$14.5M +$3.44M +86,178 +33%
SWM
217
SVA Wealth Management
Wisconsin
$14.5M -$186K -4,668 -1%
TW
218
Towerpoint Wealth
California
$14.4M -$413K -10,350 -3%
RPWA
219
Regent Peak Wealth Advisors
Georgia
$14.4M +$878K +21,996 +7%
NA
220
NewEdge Advisors
Louisiana
$14.3M -$1.26M -31,620 -9%
SAM
221
Silvercrest Asset Management
New York
$14.3M -$880K -22,038 -6%
RWRC
222
R.W. Roge & Company
New York
$14.2M -$234K -5,856 -2%
DC
223
Davenport & Co
Virginia
$14M +$1.31M +32,694 +11%
PI
224
PFS Investments
Georgia
$13.9M -$334K -8,364 -2%
ORIO
225
Old Republic International (ORI)
Illinois
$13.9M

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.