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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
CRC
476
Curi RMB Capital
Illinois
$3.39M
GWSG
477
GPS Wealth Strategies Group
Colorado
$3.38M +$280K +6,552 +9%
RJT
478
Raymond James Trust
Florida
$3.35M +$999K +23,340 +43%
DAS
479
Dynamic Advisor Solutions
Arizona
$3.33M +$251K +5,862 +8%
JHCP
480
Jackson Hole Capital Partners
Oklahoma
$3.31M
KPWS
481
Kestra Private Wealth Services
Texas
$3.29M +$120K +2,808 +4%
LWANC
482
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.28M +$989K +23,118 +43%
MWM
483
MTC Wealth Management
Florida
$3.28M +$3.27M +76,500 New
FIG
484
FundX Investment Group
California
$3.23M -$44.3M -1,034,676 -93%
SPC
485
Sigma Planning Corp
Michigan
$3.22M -$2.19M -51,228 -41%
BC
486
Burney Company
Virginia
$3.22M -$770 -18 -0%
GHA
487
GW Henssler & Associates
Georgia
$3.21M +$134K +3,138 +4%
MWM
488
Merriman Wealth Management
Washington
$3.21M -$55.7K -1,302 -2%
PD
489
Planning Directions
Pennsylvania
$3.21M +$115K +2,694 +4%
SWA
490
SOA Wealth Advisors
New York
$3.2M +$6.93K +162 +0.2%
MFG
491
Magnus Financial Group
New York
$3.19M +$28K +654 +0.9%
DWT
492
Dorsey & Whitney Trust
South Dakota
$3.18M -$493K -11,520 -13%
DW
493
Domani Wealth
Pennsylvania
$3.15M -$14.4K -336 -0.5%
KIA
494
KCM Investment Advisors
California
$3.14M +$713K +16,668 +29%
RW
495
REDW Wealth
New Mexico
$3.11M -$34.4K -804 -1%
AAMC
496
Asset Allocation & Management Company
Illinois
$3.08M
IA
497
IFG Advisory
Georgia
$3.07M +$73.4K +1,716 +2%
AIM
498
Acropolis Investment Management
Missouri
$3.07M +$1.63M +38,160 +114%
GP
499
Girard Partners
Pennsylvania
$3.05M -$35.9K -840 -1%
AWA
500
Arkadios Wealth Advisors
Georgia
$3.04M +$104K +2,436 +4%

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.