Vanguard Morningstar Growth ETF
VUG
1,186 hedge funds and large institutions have $40B invested in Vanguard Morningstar Growth ETF in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 403 increasing their positions, 479 reducing their positions, and 44 closing their positions.
150% more call options, than puts
Call options by funds: $165M | Put options by funds: $66M
139% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 44
6% more capital invested
Capital invested by funds: $37.9B → $40B (+$2.13B)
4% more funds holding
Funds holding: 1,138 → 1,186 (+48)
4% more funds holding in top 10
Funds holding in top 10: 200 → 207 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DILIC
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
+$89.7M |
| 2 |
Goldman Sachs
New York
|
+$42.3M |
| 3 |
BDF
Balasa Dinverno & Foltz
|
+$41M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$33.4M |
| 5 |
Bank of New York Mellon
New York
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.61B |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$517M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$169M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$159M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$108M |
VUG Hedge Fund Activity: Q3 2020 in Review
1,186 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2020, worth a combined $40B — up 5.6% from $37.9B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new VUG positions and 44 closed out — a net gain of 61 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.
- 1,186 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2020, up from 1,138 in Q2 2020.
- Funds reported $40B of Vanguard Morningstar Growth ETF stock for Q3 2020, up 5.6% quarter-over-quarter.
- 105 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2020 and 44 closed out, a net change of +61 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q3 2020 was Dai-ichi Life Insurance Company, an estimated $89.7M added.
- The largest Vanguard Morningstar Growth ETF seller in Q3 2020 was Bank of America, an estimated $1.61B sold.
Based on aggregated 13F filings for Q3 2020.