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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
BAM
276
Belpointe Asset Management
Nevada
$15.3M +$1.11M +21,294 +8%
FAIM
277
Financial Advocates Investment Management
Washington
$15.3M -$4.46M -85,680 -23%
LNC
278
Lincoln National Corp
Pennsylvania
$15.3M +$1.11M +21,318 +8%
RSWM
279
Robertson Stephens Wealth Management
California
$15.2M +$1.36M +26,106 +10%
BDWCC
280
B&D White Capital Company
Texas
$15.2M +$1.05M +20,130 +8%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$15.2M -$37.2K -714 -0.3%
DT
282
Daniels + Tansey
Delaware
$15.1M +$30.6K +588 +0.2%
WRTC
283
Wind River Trust Company
Wyoming
$14.9M -$368K -7,068 -2%
EC
284
Estate Counselors
Wisconsin
$14.8M +$223K +4,290 +2%
PI
285
PFS Investments
Georgia
$14.8M -$936K -17,976 -6%
CAC
286
Certified Advisory Corp
Florida
$14.6M -$319K -6,132 -2%
TDWM
287
Topel & Distasi Wealth Management
California
$14.5M +$14.2M +271,896 New
MCM
288
Manchester Capital Management
Vermont
$14.5M +$283K +5,424 +2%
PRWA
289
Platte River Wealth Advisors
Colorado
$14.4M -$403K -7,728 -3%
TC
290
Tenret Company
Florida
$14.3M +$31.3K +600 +0.2%
BDF
291
Black Diamond Financial
Maryland
$14.3M +$1.95M +37,440 +16%
AF
292
Advisornet Financial
Minnesota
$14.2M +$522K +10,014 +4%
CFP
293
Curran Financial Partners
South Carolina
$14.1M -$937K -17,994 -6%
GWM
294
Gray Wealth Management
Maine
$14M +$583K +11,196 +4%
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$13.9M +$13M +249,396 +2,187%
TCPWM
296
Traverso Chambers Private Wealth Management
California
$13.9M +$266K +5,100 +2%
PA
297
Planning Alternatives
Michigan
$13.9M -$621K -11,916 -4%
ACM
298
AlphaStar Capital Management
North Carolina
$13.9M -$8.79M -168,738 -38%
IWA
299
IVC Wealth Advisors
Pennsylvania
$13.9M +$254K +4,878 +2%
WAAG
300
Wealth Alliance Advisory Group
Kansas
$13.9M -$574K -11,010 -4%

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.