We are live on ! Find out more
VUG icon

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
DT
251
Daniels + Tansey
Delaware
$13.7M +$134K +2,694 +1%
CFP
252
Curran Financial Partners
South Carolina
$13.7M -$36.4K -732 -0.3%
AIA
253
Angeles Investment Advisors
California
$13.6M +$11M +221,100 +363%
MSA
254
Marino Stram & Associates
Massachusetts
$13.6M +$14M +281,724 New
NAS
255
Nicolet Advisory Services
Wisconsin
$13.6M -$129K -2,598 -0.9%
CAC
256
Certified Advisory Corp
Florida
$13.5M +$281K +5,652 +2%
Northern Trust
257
Northern Trust
Illinois
$13.3M +$958K +19,260 +8%
EC
258
Estate Counselors
Wisconsin
$13.2M +$13.6M +273,090 New
PA
259
Planning Alternatives
Michigan
$13.2M -$196K -3,936 -1%
WAAG
260
Wealth Alliance Advisory Group
Kansas
$13.1M +$187K +3,762 +1%
LB
261
Leo Brokerage
Texas
$13M -$127K -2,550 -0.9%
TC
262
Tenret Company
Florida
$12.9M +$23.3K +468 +0.2%
BAM
263
Belpointe Asset Management
Nevada
$12.8M +$3.01M +60,396 +29%
MCM
264
Manchester Capital Management
Vermont
$12.8M
LNC
265
Lincoln National Corp
Pennsylvania
$12.8M +$1.22M +24,474 +10%
BDWCC
266
B&D White Capital Company
Texas
$12.8M +$6M +120,630 +84%
MA
267
MONECO Advisors
Connecticut
$12.7M -$141K -2,838 -1%
RSWM
268
Robertson Stephens Wealth Management
California
$12.5M +$104K +2,088 +0.8%
BFA
269
Bragg Financial Advisors
North Carolina
$12.5M -$60.6K -1,218 -0.5%
IWA
270
IVC Wealth Advisors
Pennsylvania
$12.4M +$10.7K +216 +0.1%
AF
271
Advisornet Financial
Minnesota
$12.4M -$967K -19,428 -7%
TCPWM
272
Traverso Chambers Private Wealth Management
California
$12.4M +$7.46K +150 +0.1%
BCM
273
BTC Capital Management
Iowa
$12.3M -$108K -2,178 -0.8%
FHA
274
Flagship Harbor Advisors
Massachusetts
$12.2M
PBF
275
Petix & Botte Financial
California
$12.2M +$5.4M +108,570 +75%

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.