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Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
501
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.28M +$422K +8,916 +11%
TWM
502
Thrive Wealth Management
Pennsylvania
$4.28M +$2.02M +42,672 +92%
MAP
503
Milestone Advisory Partners
North Carolina
$4.27M +$34.9K +738 +0.8%
SFP
504
Strategic Financial Partners
Oregon
$4.27M -$107K -2,262 -2%
WAS
505
WESPAC Advisors SoCal
California
$4.26M +$9.37K +198 +0.2%
KIA
506
KCM Investment Advisors
California
$4.25M +$124K +2,622 +3%
DI
507
Disciplined Investments
Oklahoma
$4.25M +$913K +19,308 +28%
LIM
508
Leavell Investment Management
Alabama
$4.24M -$53.9K -1,140 -1%
AIA
509
Arcadia Investment Advisors
Idaho
$4.14M -$374K -7,908 -8%
C
510
Certuity
Florida
$4.09M +$82.3K +1,740 +2%
PCA
511
Personal Capital Advisors
California
$4.08M -$1.65M -34,902 -29%
V
512
Veritable
Delaware
$4.08M +$145K +3,072 +4%
DP
513
Denver PWM
Colorado
$4.05M +$11.6K +246 +0.3%
CAL
514
Capital Analysts LLC
Pennsylvania
$4.03M +$660K +13,950 +20%
GHA
515
GW Henssler & Associates
Georgia
$4.03M +$251K +5,316 +7%
JIC
516
Johnson Investment Counsel
Ohio
$4.02M -$202K -4,266 -5%
Lido Advisors
517
Lido Advisors
California
$4.01M +$205K +4,344 +5%
VC
518
Vicus Capital
Pennsylvania
$4M +$83.2K +1,758 +2%
BFAG
519
Blackston Financial Advisory Group
Florida
$3.98M -$192K -4,056 -5%
TCA
520
Transcend Capital Advisors
New Jersey
$3.97M -$50.5K -1,068 -1%
GWMIA
521
Global Wealth Management Investment Advisory
Florida
$3.96M -$367K -7,758 -9%
CK
522
Cohen Klingenstein
New York
$3.92M
EWA
523
EverSource Wealth Advisors
Alabama
$3.92M +$358K +7,560 +10%
BRG
524
Bay Rivers Group
Virginia
$3.88M -$27K -570 -0.7%
JIC
525
Joel Isaacson & Co
New York
$3.86M -$429K -9,060 -10%

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.