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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
FCG
301
Financial Connections Group
California
$13.9M +$13.5M +259,674 New
FHA
302
Flagship Harbor Advisors
Massachusetts
$13.8M +$167K +3,210 +1%
HWM
303
HB Wealth Management
Georgia
$13.6M +$13.3M +254,850 New
BC
304
Brio Consultants
California
$13.6M +$761K +14,616 +6%
MIAN
305
Mariner Independent Advisor Network
Kansas
$13.5M -$4.3M -82,632 -25%
FH
306
FWG Holdings
Florida
$13.4M +$1.43M +27,528 +11%
HI
307
Harbour Investments
Wisconsin
$13.4M -$7.76M -148,866 -37%
REMPR
308
Roof Eidam Maycock Peralta (REMP)
California
$13.3M +$1.06M +20,256 +9%
DWA
309
Dougherty Wealth Advisers
Minnesota
$13.3M +$371K +7,122 +3%
RA
310
Rodgers & Associates
Pennsylvania
$13.3M +$52.8K +1,014 +0.4%
OC
311
Oppenheimer & Co
New York
$13.2M +$514K +9,864 +4%
SFG
312
SNS Financial Group
Minnesota
$13M -$253K -4,860 -2%
FC
313
Forte Capital
New York
$12.9M +$6.25K +120 +0%
SIG
314
Spinnaker Investment Group
California
$12.9M +$13.9M +266,874 New
SC
315
Scotia Capital
Ontario, Canada
$12.9M +$89.4K +1,716 +0.7%
SAM
316
Silvercrest Asset Management
New York
$12.9M +$531K +10,200 +4%
RA
317
RFG Advisory
Alabama
$12.7M +$3.7M +70,932 +43%
SEM
318
Strategic Equity Management
Arizona
$12.6M +$12.3M +235,974 New
NAS
319
Nicolet Advisory Services
Wisconsin
$12.5M -$2.45M -47,010 -17%
OWA
320
Octavia Wealth Advisors
Ohio
$12.5M +$1.42M +27,204 +13%
CFS
321
Cannon Financial Strategists
Georgia
$12.5M -$261K -5,016 -2%
BFA
322
Bragg Financial Advisors
North Carolina
$12.5M
NOI
323
Newton One Investments
Delaware
$12.4M +$318K +6,096 +3%
IA
324
IFP Advisors
Florida
$12.4M +$320K +6,144 +3%
BA
325
Bristlecone Advisors
Washington
$12.3M +$84.7K +1,626 +0.7%

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.