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Vanguard Growth ETF

1,428 hedge funds and large institutions have $50.3B invested in Vanguard Growth ETF in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 576 increasing their positions, 479 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

21% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $17.8M

20% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 479

2% more funds holding in top 10

Funds holding in top 10: 231236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,4151,428 (+13)

9.67% less ownership

Funds ownership: 379.85%370.18% (-9.7%)

Holders
1,428
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
25%
Holding in Top 10
236
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.16%
% of All Funds
4.13%
New
102
Increased
576
Reduced
479
Closed
61
Calls
$21.6M
Puts
$17.8M
Net Calls
+$3.71M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
526
Tower View Wealth Management
Wisconsin
$3.29M -$34.3K -690 -1%
GP
527
Girard Partners
Pennsylvania
$3.27M -$130K -2,622 -4%
SBH
528
Segall Bryant & Hamill
Illinois
$3.26M -$37K -744 -1%
OGF
529
Orin Green Financial
California
$3.24M -$93.8K -1,884 -3%
LRPA
530
L. Roy Papp & Associates
Arizona
$3.23M -$918K -18,450 -22%
CAG
531
Csenge Advisory Group
Florida
$3.23M +$795K +15,972 +32%
FCH
532
Freestone Capital Holdings
Washington
$3.18M +$55.8K +1,122 +2%
TGAM
533
TBH Global Asset Management
Tennessee
$3.18M +$163K +3,276 +5%
VCA
534
Verdence Capital Advisors
Maryland
$3.18M -$4.78K -96 -0.1%
WP
535
WealthShield Partners
North Carolina
$3.17M -$8.74M -175,596 -73%
TWM
536
Tradition Wealth Management
Minnesota
$3.17M -$2.69K -54 -0.1%
AA
537
Advisory Alpha
Michigan
$3.17M -$76.1K -1,530 -2%
RW
538
REDW Wealth
New Mexico
$3.17M -$158K -3,168 -5%
Mackenzie Financial
539
Mackenzie Financial
Ontario, Canada
$3.14M -$3.37M -67,800 -51%
PMFA
540
Plante Moran Financial Advisors
Michigan
$3.12M -$188K -3,774 -6%
CIC
541
Carnegie Investment Counsel
Ohio
$3.11M -$33.4K -672 -1%
CFG
542
CMC Financial Group
Georgia
$3.1M +$3.19M +64,050 New
SFS
543
Sowell Financial Services
Arkansas
$3.07M +$3.15M +63,396 New
AL
544
Aspiriant LLC
California
$3.06M +$100K +2,016 +3%
BMCM
545
Bryn Mawr Capital Management
Pennsylvania
$3.06M -$15.5K -312 -0.5%
OIA
546
OneDigital Investment Advisors
Kansas
$3.04M -$654K -13,146 -17%
WT
547
Whittier Trust
California
$3.03M
AHC
548
Anderson Hoagland & Co
Missouri
$3.02M -$299 -6 -0%
SCM
549
SOL Capital Management
Maryland
$3.02M -$170K -3,420 -5%
FNBOO
550
First National Bank of Omaha
Nebraska
$3.01M +$1.05M +21,096 +51%

VUG Hedge Fund Activity: Q3 2021 in Review

1,428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2021, worth a combined $50.3B — up 1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VUG positions and 61 closed out — a net gain of 41 holders — while 576 added to existing stakes and 479 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $503M.

  • 1,428 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2021, up from 1,415 in Q2 2021.
  • Funds reported $50.3B of Vanguard Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
  • 102 funds opened new Vanguard Growth ETF positions in Q3 2021 and 61 closed out, a net change of +41 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $284M added.
  • The largest Vanguard Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2021.