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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
LSPW
301
Lake Street Private Wealth
Illinois
$10.8M +$937K +18,822 +9%
Brown Advisory
302
Brown Advisory
Maryland
$10.8M -$19.6M -393,822 -64%
SWA
303
Safir Wealth Advisors
New Hampshire
$10.8M -$120K -2,406 -1%
GRP
304
Global Retirement Partners
California
$10.7M -$172K -3,456 -2%
JFG
305
JMG Financial Group
Illinois
$10.7M +$272K +5,460 +3%
KCM
306
Kennicott Capital Management
California
$10.6M -$165K -3,324 -1%
WFA
307
Wellspring Financial Advisors
Ohio
$10.6M +$284M +5,698,986 +2,875%
KF
308
Krilogy Financial
Missouri
$10.5M -$176K -3,534 -2%
HWMG
309
Hurlow Wealth Management Group
Indiana
$10.4M -$11.3K -228 -0.1%
CAM
310
Cresset Asset Management
Illinois
$10.2M +$168K +3,378 +2%
APSP
311
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.2M -$271K -5,436 -3%
Vanguard Group
312
Vanguard Group
Pennsylvania
$10M -$43.3M -869,370 -81%
OWA
313
Octavia Wealth Advisors
Ohio
$9.96M +$10.2M +205,824 New
MA
314
Mutual Advisors
Nebraska
$9.79M +$3.69M +74,148 +58%
NWS
315
Newport Wealth Strategies
California
$9.75M -$360K -7,236 -3%
LAM
316
LifePro Asset Management
California
$9.58M -$155K -3,120 -2%
CWM
317
Cornerstone Wealth Management
Missouri
$9.57M -$27.2K -546 -0.3%
LRIA
318
Leonard Rickey Investment Advisors
Washington
$9.48M +$150K +3,006 +2%
FCI
319
Financial Counselors Inc
Kansas
$9.47M -$431K -8,670 -4%
CCFM
320
Clear Creek Financial Management
Washington
$9.43M +$8.27M +166,272 +581%
CG
321
Colony Group
Massachusetts
$9.41M -$56.7K -1,140 -0.6%
MA
322
MCF Advisors
Kentucky
$9.4M -$4.48K -90 -0%
HFG
323
Heron Financial Group
New York
$9.39M +$646K +12,990 +7%
WCM
324
Windham Capital Management
Massachusetts
$9.36M +$338K +6,798 +4%
HWM
325
Howard Wealth Management
Connecticut
$9.26M -$168K -3,372 -2%

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.