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Vanguard Growth ETF

1,428 hedge funds and large institutions have $50.3B invested in Vanguard Growth ETF in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 576 increasing their positions, 479 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

21% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $17.8M

20% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 479

2% more funds holding in top 10

Funds holding in top 10: 231236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,4151,428 (+13)

9.67% less ownership

Funds ownership: 379.85%370.18% (-9.7%)

Holders
1,428
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
25%
Holding in Top 10
236
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.16%
% of All Funds
4.13%
New
102
Increased
576
Reduced
479
Closed
61
Calls
$21.6M
Puts
$17.8M
Net Calls
+$3.71M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
426
Creative Financial Designs
Indiana
$5.14M -$86.3K -1,734 -2%
SSI
427
Scott & Selber Inc
Texas
$5.08M -$655K -13,158 -11%
MIS
428
Morningstar Investment Services
Illinois
$5.04M -$3.06M -61,584 -37%
MOS
429
MGO One Seven
Ohio
$5M -$114K -2,286 -2%
AFM
430
Abbot Financial Management
Massachusetts
$4.97M +$75.5K +1,518 +1%
MWA
431
Motive Wealth Advisors
Michigan
$4.9M -$322K -6,468 -6%
SPA
432
Sentinel Pension Advisors
Massachusetts
$4.89M -$155K -3,108 -3%
KWM
433
Kingsview Wealth Management
Oregon
$4.84M +$661K +13,278 +15%
PCA
434
Personal Capital Advisors
California
$4.83M +$187K +3,750 +4%
RFC
435
Regions Financial Corp
Alabama
$4.82M +$299 +6 +0%
BJL
436
Brighton Jones LLC
Washington
$4.81M +$327K +6,576 +7%
CJA
437
C-J Advisory
California
$4.8M +$257K +5,160 +5%
JIC
438
Joel Isaacson & Co
New York
$4.75M +$1.54M +31,044 +46%
ZB
439
Zions Bancorporation
Utah
$4.72M -$107K -2,142 -2%
NFG
440
Next Financial Group
Texas
$4.71M +$75.2K +1,512 +2%
AIA
441
Arcadia Investment Advisors
Idaho
$4.66M -$566K -11,370 -11%
B
442
Bridgeworth
Alabama
$4.64M -$395K -7,938 -8%
CPA
443
Clear Perspective Advisors
Illinois
$4.64M
KeyBank National Association
444
KeyBank National Association
Ohio
$4.62M +$1.91M +38,472 +67%
DCM
445
Donaldson Capital Management
Indiana
$4.59M -$14K -282 -0.3%
CSPAM
446
Cary Street Partners Asset Management
Virginia
$4.56M -$1.39M -27,954 -23%
DWM
447
Dakota Wealth Management
Florida
$4.55M -$226K -4,536 -5%
DP
448
Denver PWM
Colorado
$4.52M +$161K +3,240 +4%
GIA
449
Gladstone Institutional Advisory
Florida
$4.52M +$319K +6,408 +7%
TFCP
450
Twin Focus Capital Partners
Massachusetts
$4.52M +$866K +17,400 +23%

VUG Hedge Fund Activity: Q3 2021 in Review

1,428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2021, worth a combined $50.3B — up 1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VUG positions and 61 closed out — a net gain of 41 holders — while 576 added to existing stakes and 479 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $503M.

  • 1,428 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2021, up from 1,415 in Q2 2021.
  • Funds reported $50.3B of Vanguard Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
  • 102 funds opened new Vanguard Growth ETF positions in Q3 2021 and 61 closed out, a net change of +41 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $284M added.
  • The largest Vanguard Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2021.