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Vanguard Growth ETF

1,428 hedge funds and large institutions have $50.3B invested in Vanguard Growth ETF in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 576 increasing their positions, 479 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

21% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $17.8M

20% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 479

2% more funds holding in top 10

Funds holding in top 10: 231236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,4151,428 (+13)

9.67% less ownership

Funds ownership: 379.85%370.18% (-9.7%)

Holders
1,428
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
25%
Holding in Top 10
236
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.16%
% of All Funds
4.13%
New
102
Increased
576
Reduced
479
Closed
61
Calls
$21.6M
Puts
$17.8M
Net Calls
+$3.71M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
226
One Day In July LLC
Vermont
$16.5M +$849K +17,052 +5%
AWA
227
Arete Wealth Advisors
Illinois
$16.4M +$1.94M +39,084 +13%
SAM
228
SP Asset Management
California
$16.4M +$331K +6,660 +2%
MPW
229
MA Private Wealth
California
$16.4M +$46K +924 +0.3%
EIP
230
Ellis Investment Partners
Pennsylvania
$16.3M -$53.4K -1,074 -0.3%
MIAN
231
Mariner Independent Advisor Network
Kansas
$16.2M -$682K -13,698 -4%
CWM
232
Cranbrook Wealth Management
Michigan
$16.1M -$662K -13,302 -4%
VC
233
Veery Capital
Delaware
$16.1M +$289K +5,808 +2%
TW
234
Towerpoint Wealth
California
$16M +$1.44M +28,854 +10%
PI
235
PFS Investments
Georgia
$15.8M -$1.18M -23,754 -7%
RPWA
236
Regent Peak Wealth Advisors
Georgia
$15.8M -$84.8K -1,704 -0.5%
CA
237
Cetera Advisors
Colorado
$15.8M +$1.9M +38,184 +13%
MBTD
238
Mechanics Bank - Trust Department
California
$15.7M -$507K -10,182 -3%
SIA
239
Strategic Investment Advisors
Michigan
$15.7M +$998K +20,046 +7%
RFM
240
Royal Fund Management
Florida
$15.5M +$1.33M +26,826 +9%
CI
241
CX Institutional
Indiana
$15M +$5.07M +101,802 +49%
WANY
242
Wealthspire Advisors (New York)
New York
$15M +$214K +4,302 +1%
S
243
SignatureFD
Georgia
$14.9M -$604K -12,132 -4%
SL
244
Salomon & Ludwin
Virginia
$14.8M -$407K -8,178 -3%
SFP
245
Sandbox Financial Partners
Maryland
$14.8M +$5.94M +119,454 +64%
FPF
246
First Pacific Financial
Washington
$14.1M +$37.9K +762 +0.3%
PRWA
247
Platte River Wealth Advisors
Colorado
$14M +$931K +18,702 +7%
BSSFA
248
Baron Silver Stevens Financial Advisors
Florida
$13.9M +$597K +12,006 +4%
WRTC
249
Wind River Trust Company
Wyoming
$13.8M
USCWA
250
U.S. Capital Wealth Advisors
Texas
$13.7M +$14.1M +283,980 New

VUG Hedge Fund Activity: Q3 2021 in Review

1,428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2021, worth a combined $50.3B — up 1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VUG positions and 61 closed out — a net gain of 41 holders — while 576 added to existing stakes and 479 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $503M.

  • 1,428 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2021, up from 1,415 in Q2 2021.
  • Funds reported $50.3B of Vanguard Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
  • 102 funds opened new Vanguard Growth ETF positions in Q3 2021 and 61 closed out, a net change of +41 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $284M added.
  • The largest Vanguard Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2021.