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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
JFG
301
JMG Financial Group
Illinois
$10.3M +$236K +5,208 +2%
UR
302
USCA RIA
Texas
$10.3M +$493K +10,848 +5%
HWMG
303
Hurlow Wealth Management Group
Indiana
$10.3M -$7.08K -156 -0.1%
NOI
304
Newton One Investments
Delaware
$10.1M +$1.3M +28,566 +16%
CI
305
CX Institutional
Indiana
$9.99M +$1.1M +24,300 +13%
NWS
306
Newport Wealth Strategies
California
$9.98M +$13.1K +288 +0.1%
CAM
307
Cresset Asset Management
Illinois
$9.95M -$1.05M -23,172 -10%
LSPW
308
Lake Street Private Wealth
Illinois
$9.82M -$2.78M -61,206 -23%
BAM
309
Belpointe Asset Management
Nevada
$9.8M +$1.32M +28,968 +16%
FCI
310
Financial Counselors Inc
Kansas
$9.78M +$138K +3,048 +2%
LAM
311
LifePro Asset Management
California
$9.62M +$460K +10,122 +5%
TYCC
312
Texas Yale Capital Corp
Florida
$9.61M +$18.5K +408 +0.2%
LRIA
313
Leonard Rickey Investment Advisors
Washington
$9.49M -$162K -3,564 -2%
CWM
314
Cornerstone Wealth Management
Missouri
$9.49M -$484K -10,656 -5%
WFA
315
Wellspring Financial Advisors
Ohio
$9.49M -$579K -12,744 -6%
CG
316
Colony Group
Massachusetts
$9.36M +$68.1K +1,500 +0.8%
Two Sigma Advisers
317
Two Sigma Advisers
New York
$9.32M -$7.98M -175,800 -47%
HWM
318
Howard Wealth Management
Connecticut
$9.31M +$178K +3,912 +2%
CS
319
Comerica Securities
Michigan
$9.3M -$137K -3,024 -2%
MA
320
MCF Advisors
Kentucky
$9.29M -$333K -7,344 -4%
LIG
321
Lokken Investment Group
Delaware
$9.27M -$154K -3,390 -2%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$9.26M +$59.4K +1,308 +0.7%
A
323
AdvicePeriod
California
$9.16M +$362K +7,968 +4%
ABC
324
Associated Banc-Corp
Wisconsin
$9.16M +$1.44M +31,680 +20%
EVM
325
Eaton Vance Management
Massachusetts
$9.13M +$1.91M +42,078 +28%

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.