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Vanguard Growth ETF

1,676 hedge funds and large institutions have $56.1B invested in Vanguard Growth ETF in 2021 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 587 increasing their positions, 500 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 236296 (+60)

17% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 500

17% more funds holding

Funds holding: 1,4281,676 (+248)

11% more capital invested

Capital invested by funds: $50.3B → $56.1B (+$5.74B)

5.62% more ownership

Funds ownership: 370.18%375.8% (+5.6%)

26% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $43.8M

Holders
1,676
Holders Change
+248
Holders Change %
+17.37%
% of All Funds
25.79%
Holding in Top 10
296
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+25.42%
% of All Funds
4.56%
New
331
Increased
587
Reduced
500
Closed
59
Calls
$32.6M
Puts
$43.8M
Net Calls
-$11.2M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Arete Wealth Advisors
Illinois
$20.5M +$2.26M +43,314 +13%
JFA
227
Johanson Financial Advisors
California
$20.4M +$578K +11,094 +3%
KBFS
228
Kohmann Bosshard Financial Services
Ohio
$20.4M -$1.2M -23,118 -6%
JWCA
229
J.W. Cole Advisors
Florida
$20.4M +$19.8M +380,676 New
AAP
230
Arax Advisory Partners
Colorado
$20.2M -$3.19M -61,218 -14%
VR
231
Viridian RIA
Washington
$20.2M +$19.7M +377,376 New
EHC
232
Everett Harris & Co
California
$19.8M -$209K -4,020 -1%
CFGS
233
Concourse Financial Group Securities
Alabama
$19.8M +$164K +3,150 +0.9%
AA
234
Aire Advisors
California
$19.7M +$19.2M +368,724 New
Cerity Partners
235
Cerity Partners
New York
$19.7M -$16.6M -318,888 -93%
WP
236
Wealthspan Partners
Iowa
$19.5M +$19M +365,088 New
SIA
237
Strategic Investment Advisors
Michigan
$19.5M +$2.08M +40,020 +12%
TW
238
Towerpoint Wealth
California
$19.3M +$1.52M +29,088 +9%
ES
239
Eagle Strategies
New York
$19.1M +$18.6M +356,196 New
QCM
240
Quest Capital Management
Texas
$19M -$485K -9,312 -3%
SIM
241
Stratos Investment Management
Ohio
$19M +$5.73M +110,058 +45%
APC
242
Aspire Private Capital
North Carolina
$18.8M +$478K +9,174 +3%
CAM
243
Cresset Asset Management
Illinois
$18.8M +$7.29M +139,920 +66%
SFM
244
Signet Financial Management
New Jersey
$18.8M -$299K -5,736 -2%
SFI
245
SPC Financial Inc
Maryland
$18.6M +$143K +2,736 +0.8%
HWA
246
Heartwood Wealth Advisors
Virginia
$18.6M -$834K -16,014 -4%
FTS
247
Fifth Third Securities
Ohio
$18.5M +$18M +345,822 New
MPW
248
MA Private Wealth
California
$18.3M +$210K +4,038 +1%
CGL
249
Clarius Group LLC
Washington
$18.3M -$836K -16,050 -4%
RFM
250
Royal Fund Management
Florida
$18.1M +$883K +16,956 +5%

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2021, worth a combined $56.1B — up 11% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new VUG positions and 59 closed out — a net gain of 272 holders — while 587 added to existing stakes and 500 trimmed.

The largest buyer was CBIZ Investment Advisory Services, opening a new position worth an estimated $204M. The largest seller was Bank of America, cutting an estimated $947M.

  • 1,676 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2021, up from 1,428 in Q3 2021.
  • Funds reported $56.1B of Vanguard Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 331 funds opened new Vanguard Growth ETF positions in Q4 2021 and 59 closed out, a net change of +272 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2021 was CBIZ Investment Advisory Services, an estimated $204M added.
  • The largest Vanguard Growth ETF seller in Q4 2021 was Bank of America, an estimated $947M sold.

Based on aggregated 13F filings for Q4 2021.