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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
CL
451
CPWM LLC
Washington
$6.52M +$7.02M +134,826 New
CFA
452
Carroll Financial Associates
North Carolina
$6.51M -$2.18M -41,928 -26%
MIS
453
Morningstar Investment Services
Illinois
$6.46M +$895K +17,172 +17%
PCA
454
Personal Capital Advisors
California
$6.42M +$1.05M +20,082 +20%
AWM
455
Aries Wealth Management
Maine
$6.41M +$231K +4,434 +4%
KNFPWM
456
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.39M +$6.22M +119,454 New
AIM
457
Acropolis Investment Management
Missouri
$6.38M +$2.04M +39,186 +49%
RCA
458
Riverview Capital Advisers
Massachusetts
$6.21M +$6.05M +116,088 New
MCM
459
MAI Capital Management
Ohio
$6.17M +$3.2M +61,464 +114%
CA
460
CGN Advisors
Kansas
$6.14M -$831K -15,960 -12%
BFG
461
Beacon Financial Group
Texas
$6.13M -$186K -3,564 -3%
HIA
462
Harbor Investment Advisory
Maryland
$6.02M +$229K +4,404 +4%
KWM
463
Kingsview Wealth Management
Oregon
$6.01M +$641K +12,300 +12%
MFG
464
Magnus Financial Group
New York
$6M +$1.16M +22,326 +25%
C
465
Clearshares
New York
$5.96M
KCM
466
Kathmere Capital Management
Pennsylvania
$5.95M +$58.1K +1,116 +1%
MCA
467
MSH Capital Advisors
Arizona
$5.9M +$5.75M +110,292 New
CANC
468
Culbertson A N & Co
Virginia
$5.88M -$423K -8,118 -7%
Edgewood Management
469
Edgewood Management
Connecticut
$5.8M +$5.65M +108,390 New
EA
470
Emerald Advisors
Washington
$5.8M -$976K -18,732 -15%
LHEI
471
Leo H. Evart Inc
California
$5.76M +$5.61M +107,766 New
CFD
472
Creative Financial Designs
Indiana
$5.75M +$57.8K +1,110 +1%
AFM
473
Abbot Financial Management
Massachusetts
$5.65M +$146K +2,796 +3%
RFC
474
Regions Financial Corp
Alabama
$5.64M +$302K +5,802 +6%
GIA
475
Gladstone Institutional Advisory
Florida
$5.58M +$573K +10,992 +12%

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.