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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
FLA
326
Financial Life Advisors
Texas
$8.93M -$544K -11,988 -6%
WCM
327
Windham Capital Management
Massachusetts
$8.93M -$429K -9,450 -5%
SFP
328
Sandbox Financial Partners
Maryland
$8.87M +$654K +14,406 +8%
FA
329
FDx Advisors
Illinois
$8.74M -$11.4K -252 -0.1%
MW
330
Marcum Wealth
Ohio
$8.72M -$284K -6,252 -3%
CAL
331
Capital Advisors Ltd
Ohio
$8.69M +$50.4K +1,110 +0.6%
BBA
332
BLB&B Advisors
Pennsylvania
$8.66M +$475K +10,452 +6%
HFG
333
Heron Financial Group
New York
$8.66M +$50.4K +1,110 +0.6%
HSWM
334
Hubbell Strickland Wealth Management
Louisiana
$8.65M +$63.8K +1,404 +0.8%
DPI
335
Diversified Portfolios Inc
Michigan
$8.6M -$48.8K -1,074 -0.6%
HR
336
Hardy Reed
Mississippi
$8.57M -$627K -13,800 -7%
PFO
337
Pathstone Family Office
New Jersey
$8.56M +$272 +6 +0%
HNB
338
Huntington National Bank
Ohio
$8.55M +$3.52M +77,418 New
AWM
339
Altium Wealth Management
New York
$8.53M -$123K -2,700 -1%
CCA
340
Clearwater Capital Advisors
Illinois
$8.53M -$32.7K -720 -0.4%
OPCM
341
Osborne Partners Capital Management
California
$8.48M -$845K -18,612 -9%
BlackRock
342
BlackRock
New York
$8.24M -$1.29M -28,386 -14%
PP
343
Prosperity Planning
Missouri
$8.23M +$665K +14,652 +9%
SF
344
Synovus Financial
Georgia
$8.21M +$2.57M +56,520 +49%
Neuberger Berman Group
345
Neuberger Berman Group
New York
$8.15M +$23.7K +522 +0.3%
MCWS
346
McKinley Carter Wealth Services
West Virginia
$8.15M -$500K -11,016 -6%
BSW
347
Buckingham Strategic Wealth
Missouri
$8.1M -$147K -3,240 -2%
SWM
348
Segment Wealth Management
Texas
$8M
NEWAS
349
N.E.W. Advisory Services
Wisconsin
$7.95M -$1.51M -33,324 -17%
MIS
350
Morningstar Investment Services
Illinois
$7.91M -$70.6M -1,554,414 -90%

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.