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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
NFG
526
Nations Financial Group
Iowa
$4.55M +$359K +6,900 +9%
DP
527
Denver PWM
Colorado
$4.52M -$497K -9,546 -10%
TCA
528
Transcend Capital Advisors
New Jersey
$4.49M +$133K +2,556 +3%
C
529
Certuity
Florida
$4.48M +$187K +3,594 +4%
GWM
530
Geneos Wealth Management
Colorado
$4.47M +$627K +12,042 +17%
CPA
531
Cardiff Park Advisors
California
$4.43M +$4.32M +82,884 New
RG
532
Retirement Group
California
$4.39M -$84.1K -1,614 -2%
SIA
533
SkyView Investment Advisors
New Jersey
$4.39M +$168K +3,228 +4%
FCAG
534
First Capital Advisors Group
New Jersey
$4.39M +$4.28M +82,080 New
V
535
Veritable
Delaware
$4.38M +$65K +1,248 +2%
GA
536
GFS Advisors
Texas
$4.37M -$938 -18 -0%
CK
537
Cohen Klingenstein
New York
$4.37M +$21.9K +420 +0.5%
BRG
538
Bay Rivers Group
Virginia
$4.36M -$5K -96 -0.1%
WAS
539
WESPAC Advisors SoCal
California
$4.33M +$42.8K +822 +0.9%
SHWM
540
Smith & Howard Wealth Management
Georgia
$4.33M -$350K -6,726 -8%
NAMP
541
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.3M +$599K +11,490 +17%
IA
542
IFG Advisory
Georgia
$4.26M -$48.4K -930 -1%
SFPM
543
Sensible Financial Planning & Management
Massachusetts
$4.25M -$35.3K -678 -0.8%
Lido Advisors
544
Lido Advisors
California
$4.24M +$91K +1,746 +2%
MA
545
MJP Associates
Connecticut
$4.24M +$144K +2,772 +4%
WWM
546
Western Wealth Management
Colorado
$4.24M +$4.13M +79,260 New
CRC
547
Curi RMB Capital
Illinois
$4.24M +$938 +18 +0%
Qube Research & Technologies (QRT)
548
Qube Research & Technologies (QRT)
United Kingdom
$4.23M +$4.12M +79,170 New
GHA
549
GW Henssler & Associates
Georgia
$4.21M +$163K +3,138 +4%
CF
550
Centaurus Financial
California
$4.19M +$282K +5,406 +7%

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.