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Vanguard Growth ETF

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+57)

3.5% more ownership

Funds ownership: 376.34%379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
251
J.W. Cole Advisors
Florida
$13.2M +$3.41M +75,198 +37%
BSSFA
252
Baron Silver Stevens Financial Advisors
Florida
$13.2M +$12.5M +275,676 New
AF
253
Advisornet Financial
Minnesota
$13.2M +$586K +12,906 +5%
CAC
254
Certified Advisory Corp
Florida
$13.1M -$321K -7,074 -3%
SWA
255
Stratos Wealth Advisors
Ohio
$13M +$4.27M +94,098 +53%
LB
256
Leo Brokerage
Texas
$13M +$842K +18,534 +7%
PRWA
257
Platte River Wealth Advisors
Colorado
$13M +$22.3K +492 +0.2%
BAIA
258
Bel Air Investment Advisors
California
$12.8M -$1.24M -27,210 -9%
WAAG
259
Wealth Alliance Advisory Group
Kansas
$12.8M +$262K +5,760 +2%
BDF
260
Black Diamond Financial
Maryland
$12.8M +$6.54K +144 +0.1%
TC
261
Tenret Company
Florida
$12.8M +$12.1M +267,132 New
MA
262
MONECO Advisors
Connecticut
$12.7M -$457K -10,062 -4%
MCM
263
Manchester Capital Management
Vermont
$12.7M
BFA
264
Bragg Financial Advisors
North Carolina
$12.4M +$10.4K +228 +0.1%
BCM
265
BTC Capital Management
Iowa
$12.3M -$37.9K -834 -0.3%
RSWM
266
Robertson Stephens Wealth Management
California
$12.2M -$507K -11,172 -4%
SFG
267
SNS Financial Group
Minnesota
$12.2M -$584K -12,864 -5%
TCPWM
268
Traverso Chambers Private Wealth Management
California
$12.2M +$235K +5,184 +2%
Northern Trust
269
Northern Trust
Illinois
$12.2M +$313K +6,888 +3%
IWA
270
IVC Wealth Advisors
Pennsylvania
$12.2M +$445K +9,804 +4%
FHA
271
Flagship Harbor Advisors
Massachusetts
$12.2M +$409K +9,006 +4%
SFA
272
Semmax Financial Advisors
North Carolina
$12M -$60.5K -1,332 -0.5%
RA
273
Rodgers & Associates
Pennsylvania
$12M +$706K +15,552 +7%
HB
274
Homrich & Berg
Georgia
$11.9M +$1.39M +30,642 +14%
IA
275
IndexIQ Advisors
New York
$11.9M -$6.23M -137,256 -36%

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.