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Vanguard Growth ETF
VUG

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: 231 → 236 (+5)

1% more capital invested

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

1% more funds holding

Funds holding: 1,415 → 1,428 (+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

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$284M
2
LPL Financial
LPL Financial
California
+$81.3M
3
AWM
AE Wealth Management
Kansas
+$68.2M
4
PAG
Private Advisor Group
New Jersey
+$59.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$503M
2
KFS
Kelly Financial Services
Massachusetts
-$241M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$112M
4
WFS
Weitzel Financial Services
Iowa
-$94.3M
5
IC
Inscription Capital
Texas
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$259M -$29.9M -600,618 -10%
Truist Financial
27
Truist Financial
North Carolina
$258M -$55.2K -1,110 -0%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$256M +$22M +442,446 +7%
AWM
29
AE Wealth Management
Kansas
$228M +$68.2M +1,371,258 +41%
HighTower Advisors
30
HighTower Advisors
Illinois
$226M +$10.7M +214,908 +5%
Mariner
31
Mariner
Kansas
$212M +$43.6M +875,556 +25%
RJA
32
Raymond James & Associates
Florida
$206M +$7.94M +159,630 +4%
NFC
33
Northeast Financial Consultants
Connecticut
$202M +$6.68M +134,334 +3%
AssetMark Inc
34
AssetMark Inc
California
$197M -$1.97M -39,558 -1%
CIAS
35
CBIZ Investment Advisory Services
Ohio
$192M – – –
MWM
36
Mission Wealth Management
California
$186M +$10.8M +217,308 +6%
MML Investors Services
37
MML Investors Services
Massachusetts
$172M +$4.35M +87,438 +3%
Stifel Financial
38
Stifel Financial
Missouri
$163M +$6.57M +131,928 +4%
PAG
39
Private Advisor Group
New Jersey
$157M +$59.7M +1,200,258 +59%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$154M +$12.8M +256,824 +9%
GC
41
Garde Capital
Washington
$150M +$2.3M +46,284 +2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$138M +$11M +220,764 +8%
MG
43
Mather Group
Illinois
$137M +$2.51M +50,514 +2%
Citigroup
44
Citigroup
New York
$136M +$6.45M +129,648 +5%
WA
45
Waverly Advisors
Alabama
$136M +$4.66M +93,666 +4%
TI
46
Truepoint Inc
Ohio
$124M +$5.12M +102,942 +4%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M -$5.08M -102,150 -4%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$114M +$19.8M +397,362 +20%
AllianceBernstein
49
AllianceBernstein
Tennessee
$114M -$5.41M -108,654 -4%
BFPW
50
BOK Financial Private Wealth
Colorado
$112M -$166K -3,342 -0.1%
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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.