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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
Bank of America
1
Bank of America
North Carolina
$9.19B -$1.61B -43,696,674 -15%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.75B -$159M -4,297,158 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.57B -$517M -14,004,342 -17%
Morgan Stanley
4
Morgan Stanley
New York
$2.4B -$56.1M -1,520,004 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.21B -$169M -4,575,636 -7%
UBS Group
6
UBS Group
Switzerland
$2.01B -$108M -2,938,134 -5%
TF
7
TIAA FSB
Florida
$912M -$64.1M -1,735,218 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$896M -$46.4M -1,257,084 -5%
LPL Financial
9
LPL Financial
California
$714M -$15.3M -413,358 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$630M -$60.9M -1,649,322 -9%
Wells Fargo
11
Wells Fargo
California
$587M +$15.8M +427,434 +3%
Ameriprise
12
Ameriprise
Minnesota
$464M -$29.9M -810,258 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$438M +$26.7M +724,536 +7%
UCFA
14
United Capital Financial Advisors
Texas
$425M -$18.9M -512,574 -4%
DADC
15
D.A. Davidson & Co
Montana
$408M -$52.9M -1,432,134 -12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$320M -$24.4M -661,950 -7%
Goldman Sachs
17
Goldman Sachs
New York
$308M +$42.3M +1,144,512 +16%
William Blair & Company
18
William Blair & Company
Illinois
$303M +$7.3M +197,604 +3%
SEI Investments
19
SEI Investments
Pennsylvania
$294M -$13.1M -355,524 -4%
EWA
20
EP Wealth Advisors
California
$292M +$33.4M +905,436 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$283M -$2.95M -80,004 -1%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$256M -$32.2M -872,046 -11%
Osaic Holdings
23
Osaic Holdings
Arizona
$254M -$9.67M -261,894 -4%
MFG
24
Merit Financial Group
Georgia
$221M +$2.8M +75,762 +1%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$215M +$1.72M +46,596 +0.8%

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.