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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.85%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$235M -$673K -15,720 -0.3%
CL
27
Choreo LLC
Illinois
$233M +$10.3M +241,098 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$191M +$190M +4,447,920 New
CIAS
29
CBIZ Investment Advisory Services
Ohio
$182M
RJA
30
Raymond James & Associates
Florida
$175M -$13.6M -317,586 -7%
AssetMark Inc
31
AssetMark Inc
California
$174M -$2.56M -59,928 -1%
NFC
32
Northeast Financial Consultants
Connecticut
$174M +$3.71M +86,640 +2%
RC
33
RegentAtlantic Capital
New Jersey
$168M -$35.8M -835,782 -18%
EH
34
Equitable Holdings
New York
$155M -$13.1M -305,736 -8%
Mariner
35
Mariner
Kansas
$146M -$2.36M -55,242 -2%
Stifel Financial
36
Stifel Financial
Missouri
$146M -$1.52M -35,544 -1%
MML Investors Services
37
MML Investors Services
Massachusetts
$144M +$1.01M +23,568 +0.7%
MWM
38
Mission Wealth Management
California
$140M +$13M +303,750 +10%
GC
39
Garde Capital
Washington
$128M +$36.5K +852 +0%
MG
40
Mather Group
Illinois
$120M +$1.72M +40,224 +1%
AWM
41
AE Wealth Management
Kansas
$120M -$1.03M -24,054 -0.9%
SGAM
42
Stephens Group Asset Management
Arkansas
$115M +$39.5M +923,142 +53%
PC
43
Permanens Capital
New York
$110M -$22.2M -518,286 -17%
WA
44
Waverly Advisors
Alabama
$110M -$3.02M -70,644 -3%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M +$11.2M +260,712 +12%
TI
46
Truepoint Inc
Ohio
$103M +$3.51M +82,068 +4%
CCM
47
Coldstream Capital Management
Washington
$100M +$68.3K +1,596 +0.1%
BFPW
48
BOK Financial Private Wealth
Colorado
$99.7M +$6.02M +140,628 +6%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$92.5M +$924K +21,594 +1%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$88.5M

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.