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Vanguard Growth ETF
VUG

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: 236 → 296 (+60)

17% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 500

17% more funds holding

Funds holding: 1,428 → 1,676 (+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

Top Buyers

Rank Fund Capital Flow
1
CIAS
CBIZ Investment Advisory Services
Ohio
+$204M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$92.6M
3
ETC
Exchange Traded Concepts
Oklahoma
+$84.5M
4
CTC
Central Trust Company
Missouri
+$71.1M
5
CWM
Campbell Wealth Management
Virginia
+$56.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$947M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$80.6M
3
PAG
Private Advisor Group
New Jersey
-$60.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$50.6M
5
TF
TIAA FSB
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
26
TD Ameritrade Investment Management
Nebraska
$309M -$50.6M -970,692 -14%
CL
27
Choreo LLC
Illinois
$293M -$2.44M -46,824 -0.8%
Truist Financial
28
Truist Financial
North Carolina
$290M +$3.72M +71,328 +1%
EH
29
Equitable Holdings
New York
$265M -$21.3M -408,822 -8%
AWM
30
AE Wealth Management
Kansas
$260M +$7.14M +137,010 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$247M -$2.7M -51,774 -1%
Mariner
32
Mariner
Kansas
$246M +$10.9M +209,478 +5%
RJA
33
Raymond James & Associates
Florida
$230M +$1.68M +32,238 +0.8%
NFC
34
Northeast Financial Consultants
Connecticut
$227M +$3.42M +65,694 +2%
MWM
35
Mission Wealth Management
California
$211M +$5.69M +109,320 +3%
CIAS
36
CBIZ Investment Advisory Services
Ohio
$209M +$204M +3,915,300 New
AssetMark Inc
37
AssetMark Inc
California
$209M -$8.9M -170,916 -4%
MML Investors Services
38
MML Investors Services
Massachusetts
$200M +$9.19M +176,472 +5%
Stifel Financial
39
Stifel Financial
Missouri
$187M +$6.72M +129,024 +4%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$174M +$3.93M +75,528 +2%
MG
41
Mather Group
Illinois
$167M +$14.9M +285,300 +10%
GC
42
Garde Capital
Washington
$163M -$2.82M -54,066 -2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$155M +$1.87M +35,808 +1%
Citigroup
44
Citigroup
New York
$153M +$2.63M +50,532 +2%
TI
45
Truepoint Inc
Ohio
$137M -$372K -7,146 -0.3%
CCM
46
Coldstream Capital Management
Washington
$134M -$3.52M -67,644 -3%
AllianceBernstein
47
AllianceBernstein
Tennessee
$134M +$7.28M +139,830 +6%
BFPW
48
BOK Financial Private Wealth
Colorado
$127M +$2.25M +43,098 +2%
WA
49
Waverly Advisors
Alabama
$126M +$6.73M +129,180 +5%
MWM
50
Modera Wealth Management
New Jersey
$121M +$21.7M +416,634 +22%
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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.