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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
GWMIA
451
Global Wealth Management Investment Advisory
Florida
$4.51M -$67.2K -1,350 -1%
CCWA
452
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.49M +$7.17K +144 +0.2%
HWM
453
Hohimer Wealth Management
Washington
$4.39M +$87.2K +1,752 +2%
SFP
454
Strategic Financial Partners
Oregon
$4.38M +$305K +6,132 +7%
GAM
455
Gemmer Asset Management
California
$4.34M +$17K +342 +0.4%
MFG
456
Magnus Financial Group
New York
$4.34M +$386K +7,752 +9%
KTM
457
Keeler Thomas Management
Utah
$4.34M -$131K -2,628 -3%
LIM
458
Leavell Investment Management
Alabama
$4.28M -$400K -8,046 -8%
JIC
459
Johnson Investment Counsel
Ohio
$4.27M -$293K -5,880 -6%
WAS
460
WESPAC Advisors SoCal
California
$4.26M -$233K -4,680 -5%
Wealthfront Advisers
461
Wealthfront Advisers
California
$4.24M +$1.83M +36,732 +72%
SHWM
462
Smith & Howard Wealth Management
Georgia
$4.24M -$145K -2,904 -3%
VWA
463
V Wealth Advisors
Kansas
$4.22M +$153K +3,072 +4%
MAP
464
Milestone Advisory Partners
North Carolina
$4.22M +$232K +4,668 +6%
RIA
465
Realta Investment Advisors
Delaware
$4.21M +$42.1K +846 +1%
SW
466
SVB Wealth
Massachusetts
$4.2M +$955K +19,194 +28%
TCA
467
Transcend Capital Advisors
New Jersey
$4.2M +$33.7K +678 +0.8%
GCP
468
Gill Capital Partners
Colorado
$4.15M +$632K +12,696 +17%
MWM
469
MTC Wealth Management
Florida
$4.08M +$153K +3,072 +4%
RG
470
Retirement Group
California
$4.05M -$130K -2,622 -3%
AFP
471
Ausdal Financial Partners
Iowa
$4.02M +$57.6K +1,158 +1%
UBV
472
United Bank (Virginia)
Virginia
$4M -$332K -6,672 -7%
Renaissance Technologies
473
Renaissance Technologies
New York
$3.98M +$4.09M +82,200 New
SPC
474
Sigma Planning Corp
Michigan
$3.97M -$220K -4,428 -5%
KA
475
Kovack Advisors
Florida
$3.97M +$139K +2,796 +4%

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.