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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
NEWAS
401
N.E.W. Advisory Services
Wisconsin
$8.12M -$283K -5,430 -3%
OPCM
402
Osborne Partners Capital Management
California
$8.12M -$868K -16,656 -10%
MCWS
403
McKinley Carter Wealth Services
West Virginia
$8.08M -$911K -17,484 -10%
CPA
404
Capital Planning Advisors
California
$8.05M -$126K -2,418 -2%
NW
405
NewEdge Wealth
Pennsylvania
$8.05M +$629K +12,078 +9%
WFA
406
Wells Financial Advisors
Massachusetts
$8.04M -$164K -3,144 -2%
CG
407
Caprock Group
Idaho
$8.03M +$32.2K +618 +0.4%
LWP
408
Lumature Wealth Partners
Georgia
$8M +$248K +4,758 +3%
FAG
409
Financial Advisory Group
Texas
$7.95M +$313 +6 +0%
HA
410
Hofer & Associates
California
$7.88M +$7.68M +147,342 New
FC
411
Fusion Capital
South Carolina
$7.88M +$460K +8,832 +6%
FFG
412
Fullen Financial Group
Ohio
$7.79M -$30.3K -582 -0.4%
IC
413
Intersect Capital
California
$7.79M +$313 +6 +0%
TWA
414
Tillar-Wenstrup Advisors
Ohio
$7.77M +$9.69K +186 +0.1%
WCM
415
Windham Capital Management
Massachusetts
$7.74M -$2.55M -48,948 -25%
SG
416
StoneX Group
New York
$7.73M +$187K +3,582 +3%
VWA
417
V Wealth Advisors
Kansas
$7.71M +$2.96M +56,898 +65%
FANJ
418
Financial Architects (New Jersey)
New Jersey
$7.67M +$212K +4,074 +3%
IWM
419
IHT Wealth Management
Illinois
$7.63M -$577K -11,076 -7%
CWA
420
Consilio Wealth Advisors
Washington
$7.61M +$7.41M +142,308 New
EPA
421
Element Pointe Advisors
Florida
$7.56M
VBWMG
422
Von Berge Wealth Management Group
California
$7.55M +$8.12M +155,844 New
WGCA
423
Wolf Group Capital Advisors
Virginia
$7.55M +$4.88M +93,762 +198%
KPWS
424
Kestra Private Wealth Services
Texas
$7.51M +$968K +18,576 +15%
LFP
425
Leeward Financial Partners
Washington
$7.49M +$7.3M +140,106 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.