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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
LSPW
326
Lake Street Private Wealth
Illinois
$12.3M +$281K +5,400 +2%
MA
327
MONECO Advisors
Connecticut
$12.2M -$285K -5,466 -2%
TYCC
328
Texas Yale Capital Corp
Florida
$12.1M +$35K +672 +0.3%
KCM
329
Kennicott Capital Management
California
$12.1M +$326K +6,264 +3%
MSA
330
McAlister Sweet & Associates
Texas
$12.1M +$11.8M +225,864 New
RIA
331
Regal Investment Advisors
Michigan
$12M -$1.23M -23,532 -9%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$12M +$1.86M +35,616 +19%
CPFP
333
Clear Perspectives Financial Planning
Ohio
$11.9M -$380K -7,296 -3%
EWA
334
Exencial Wealth Advisors
Oklahoma
$11.6M +$11.3M +217,392 New
KMWM
335
Keudell/Morrison Wealth Management
Oregon
$11.6M +$10.5M +201,690 +1,339%
SWA
336
Safir Wealth Advisors
New Hampshire
$11.6M -$350K -6,720 -3%
PPA
337
Parametric Portfolio Associates
Washington
$11.5M -$8.93M -171,486 -44%
WFA
338
Wellspring Financial Advisors
Ohio
$11.4M -$8.45M -162,240 -3%
FA
339
FDx Advisors
Illinois
$11.4M +$1.69M +32,388 +18%
JFG
340
JMG Financial Group
Illinois
$11.4M -$439K -8,424 -4%
LRIA
341
Leonard Rickey Investment Advisors
Washington
$10.9M +$427K +8,202 +4%
HWM
342
Howard Wealth Management
Connecticut
$10.9M +$629K +12,078 +6%
CI
343
CX Institutional
Indiana
$10.8M -$5.65M -108,540 -35%
APSP
344
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.7M -$536K -10,290 -5%
LAM
345
LifePro Asset Management
California
$10.7M +$118K +2,256 +1%
SFA
346
Semmax Financial Advisors
North Carolina
$10.7M -$1.65M -31,704 -14%
FCI
347
Financial Counselors Inc
Kansas
$10.6M +$137K +2,622 +1%
CSWM
348
Cassady Schiller Wealth Management
Ohio
$10.5M +$10.3M +196,926 New
CG
349
Colony Group
Massachusetts
$10.5M +$114K +2,184 +1%
KF
350
Krilogy Financial
Missouri
$10.5M -$1.01M -19,380 -9%

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.