We are live on ! Find out more
VUG icon

Vanguard Growth ETF

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: 236296 (+60)

17% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 500

17% more funds holding

Funds holding: 1,4281,676 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
501
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.03M +$61.6K +1,182 +1%
DWM
502
Dakota Wealth Management
Florida
$5.03M -$10.6K -204 -0.2%
LC
503
Lindbrook Capital
California
$5.02M +$4.69M +89,970 +2,282%
CPA
504
Clear Perspective Advisors
Illinois
$5.01M -$125K -2,400 -2%
B
505
Bridgeworth
Alabama
$4.97M -$163K -3,138 -3%
Wealthfront Advisers
506
Wealthfront Advisers
California
$4.91M +$212K +4,062 +5%
SFP
507
Strategic Financial Partners
Oregon
$4.88M +$37.5K +720 +0.8%
SPC
508
Sigma Planning Corp
Michigan
$4.86M +$457K +8,766 +11%
SCA
509
Scott Capital Advisors
Oregon
$4.84M +$4.72M +90,552 New
GWMIA
510
Global Wealth Management Investment Advisory
Florida
$4.83M -$161K -3,090 -3%
KTM
511
Keeler Thomas Management
Utah
$4.8M -$625 -12 -0%
LIM
512
Leavell Investment Management
Alabama
$4.8M +$57.5K +1,104 +1%
KA
513
Kovack Advisors
Florida
$4.78M +$380K +7,296 +9%
RIA
514
Realta Investment Advisors
Delaware
$4.77M +$104K +1,998 +2%
Prudential Financial
515
Prudential Financial
New Jersey
$4.74M +$1.01M +19,296 +28%
MAP
516
Milestone Advisory Partners
North Carolina
$4.72M +$57.5K +1,104 +1%
JIC
517
Johnson Investment Counsel
Ohio
$4.72M -$9.06K -174 -0.2%
HWM
518
Hohimer Wealth Management
Washington
$4.7M -$155K -2,982 -3%
TWP
519
Transparent Wealth Partners
Arkansas
$4.67M +$4.55M +87,402 New
WS
520
Wedbush Securities
California
$4.67M +$393K +7,536 +9%
RJT
521
Raymond James Trust
Florida
$4.62M +$317K +6,078 +8%
BFAG
522
Blackston Financial Advisory Group
Florida
$4.61M +$4.49M +86,244 New
KIA
523
KCM Investment Advisors
California
$4.6M +$226K +4,344 +5%
MWM
524
MTC Wealth Management
Florida
$4.57M +$59.1K +1,134 +1%
PMFA
525
Plante Moran Financial Advisors
Michigan
$4.57M +$1.09M +20,868 +32%

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.