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Vanguard Growth ETF

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+57)

3.5% more ownership

Funds ownership: 376.34%379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
501
Onyx Bridge Wealth Group
New York
$3.49M +$569K +12,522 +21%
GCP
502
Gill Capital Partners
Colorado
$3.49M +$789K +17,382 +31%
PD
503
Planning Directions
Pennsylvania
$3.49M -$82.5K -1,818 -2%
CF
504
Centaurus Financial
California
$3.48M +$111K +2,448 +3%
AAMC
505
Asset Allocation & Management Company
Illinois
$3.43M
MA
506
MJP Associates
Connecticut
$3.43M -$759K -16,710 -19%
V
507
Veritable
Delaware
$3.42M +$1.89M +41,610 +139%
BC
508
Burney Company
Virginia
$3.39M -$190K -4,194 -6%
SWA
509
SOA Wealth Advisors
New York
$3.39M -$172K -3,786 -5%
CA
510
Calton & Associates
Florida
$3.37M +$303K +6,666 +10%
PFS
511
Prospera Financial Services
Texas
$3.35M -$27.2K -600 -0.8%
GP
512
Girard Partners
Pennsylvania
$3.35M -$46.6K -1,026 -1%
GWSG
513
GPS Wealth Strategies Group
Colorado
$3.35M -$399K -8,790 -11%
GCA
514
Gradient Capital Advisors
California
$3.29M -$4.09K -90 -0.1%
OGF
515
Orin Green Financial
California
$3.29M +$883K +19,440 +39%
RW
516
REDW Wealth
New Mexico
$3.28M -$178K -3,912 -5%
GWM
517
Geneos Wealth Management
Colorado
$3.28M -$12.7M -278,838 -80%
TVWM
518
Tower View Wealth Management
Wisconsin
$3.28M -$43.9K -966 -1%
PMFA
519
Plante Moran Financial Advisors
Michigan
$3.26M +$15.8K +348 +0.5%
SBH
520
Segall Bryant & Hamill
Illinois
$3.26M -$28.3K -624 -0.9%
WWM
521
Western Wealth Management
Colorado
$3.24M +$478K +10,524 +18%
SW
522
SVB Wealth
Massachusetts
$3.24M +$942K +20,754 +44%
CAL
523
Capital Analysts LLC
Pennsylvania
$3.22M +$256K +5,634 +9%
JIC
524
Joel Isaacson & Co
New York
$3.21M +$569K +12,540 +23%
AA
525
Advisory Alpha
Michigan
$3.21M +$2.68M +59,040 +735%

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.