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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
ZCM
376
Ziegler Capital Management
Illinois
$9.1M +$7.99M +153,444 +920%
HWMG
377
Hurlow Wealth Management Group
Indiana
$9.07M +$118K +2,262 +1%
KIM
378
Karpus Investment Management
New York
$8.93M +$1.84M +35,394 +27%
AG
379
Ascent Group
Virginia
$8.92M +$9.97M +191,436 New
DI
380
DAGCO Inc
Ohio
$8.69M +$634K +12,174 +8%
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$8.67M +$777K +14,916 +10%
PCM
382
Pennsylvania Capital Management
Pennsylvania
$8.63M +$175K +3,366 +2%
IF
383
Intrua Financial
Texas
$8.63M -$253K -4,854 -3%
CFSG
384
Clark Financial Services Group
Missouri
$8.61M +$1.17M +22,494 +16%
MMPW
385
Mitchell McLeod Pugh & Williams
Alabama
$8.53M +$127K +2,430 +2%
HR
386
Hardy Reed
Mississippi
$8.52M
IAA
387
Ironsides Asset Advisors
North Carolina
$8.5M +$12.2K +234 +0.1%
HFW
388
Horizon Family Wealth
Illinois
$8.49M +$8.27M +158,730 New
SB
389
Simmons Bank
Arkansas
$8.41M -$148K -2,850 -2%
FCB
390
First Command Bank
Texas
$8.37M
SWM
391
Segment Wealth Management
Texas
$8.35M
LBC
392
Lawrence B. Cohen
$8.29M +$8.08M +155,010 New
EFL
393
ERn Financial LLC
Wisconsin
$8.24M -$495K -9,504 -6%
ASN
394
Advisory Services Network
Georgia
$8.22M +$741K +14,220 +10%
Koshinski Asset Management
395
Koshinski Asset Management
Illinois
$8.19M +$783K +15,030 +11%
MC
396
Mathes Company
New York
$8.15M
GFPC
397
Global Financial Private Client
Florida
$8.15M -$119K -2,286 -1%
PAS
398
Park Avenue Securities
New York
$8.14M +$4.1M +78,612 +107%
HCP
399
Hexagon Capital Partners
Arkansas
$8.14M +$188K +3,612 +2%
AAS
400
Ameritas Advisory Services
Nebraska
$8.13M +$7.92M +151,968 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.