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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
CWM
351
Cornerstone Wealth Management
Missouri
$10.5M -$116K -2,220 -1%
MA
352
Mutual Advisors
Nebraska
$10.3M -$496K -9,528 -5%
FA
353
FC Advisory
Pennsylvania
$10.2M +$829K +15,918 +9%
UB
354
UMB Bank
Missouri
$10.2M +$9.97M +191,358 New
LIG
355
Lokken Investment Group
Delaware
$10.2M +$139K +2,676 +1%
PP
356
Prosperity Planning
Missouri
$10.1M +$572K +10,980 +6%
MA
357
MUFG Americas
New York
$9.92M +$471K +9,048 +5%
CS
358
Comerica Securities
Michigan
$9.88M -$348K -6,678 -3%
HNB
359
Huntington National Bank
Ohio
$9.88M -$3.87M -74,298 Closed
HSWM
360
Hubbell Strickland Wealth Management
Louisiana
$9.87M +$117K +2,250 +1%
ABC
361
Associated Banc-Corp
Wisconsin
$9.83M -$229K -4,392 -2%
BSW
362
Buckingham Strategic Wealth
Missouri
$9.76M +$1.12M +21,462 +13%
DPI
363
Diversified Portfolios Inc
Michigan
$9.61M -$5.94K -114 -0.1%
HFG
364
Heron Financial Group
New York
$9.6M +$126K +2,412 +1%
FLA
365
Financial Life Advisors
Texas
$9.6M +$91K +1,746 +1%
PFO
366
Pathstone Family Office
New Jersey
$9.55M -$68.8K -1,320 -0.7%
CAL
367
Capital Advisors Ltd
Ohio
$9.55M +$29.4K +564 +0.3%
MPCG
368
Matrix Private Capital Group
New York
$9.46M +$229K +4,398 +3%
SF
369
Synovus Financial
Georgia
$9.39M +$104K +1,998 +1%
CCA
370
Clearwater Capital Advisors
Illinois
$9.18M -$298K -5,730 -3%
AC
371
ASB Consultores
Florida
$9.18M +$8.94M +171,546 New
BBA
372
BLB&B Advisors
Pennsylvania
$9.17M -$141K -2,706 -2%
AWM
373
Altium Wealth Management
New York
$9.15M -$409K -7,854 -4%
MW
374
Marcum Wealth
Ohio
$9.13M -$196K -3,768 -2%
D
375
Dentgroup
Louisiana
$9.13M +$8.89M +170,724 New

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.