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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
SLT
551
St Louis Trust
Missouri
$2.98M
KFGK
552
Keystone Financial Group (Kentucky)
Kentucky
$2.98M +$201K +4,032 +7%
EDRIA
553
Edmonds Duncan Registered Investment Advisors
Kansas
$2.97M +$420K +8,436 +16%
WDL
554
Well Done LLC
Michigan
$2.95M +$133K +2,670 +5%
WSTAM
555
Wilbanks Smith & Thomas Asset Management
Virginia
$2.92M -$24.2K -486 -0.8%
CPW
556
Catalyst Private Wealth
California
$2.92M +$190K +3,816 +7%
DHFB
557
Dixon Hubard Feinour & Brown
Virginia
$2.91M +$8.36K +168 +0.3%
CCP
558
Corient Capital Partners
California
$2.87M -$2.39K -48 -0.1%
COCM
559
Charter Oak Capital Management
New Hampshire
$2.86M +$621K +12,474 +27%
AAM
560
Aureus Asset Management
Massachusetts
$2.84M +$299 +6 +0%
AP
561
Advisor Partners
California
$2.83M +$78.8K +1,584 +3%
THWM
562
Taylor Hoffman Wealth Management
Virginia
$2.82M +$17.6K +354 +0.6%
SFPG
563
Stonebridge Financial Planning Group
Florida
$2.8M -$26.3K -528 -1%
RBFC
564
Roman Butler Fullerton & Co
Missouri
$2.75M +$53.1K +1,068 +2%
NG
565
Northstar Group
New York
$2.74M +$163K +3,270 +6%
DI
566
Disciplined Investments
Oklahoma
$2.71M +$455K +9,144 +19%
NP
567
NorthRock Partners
Minnesota
$2.67M -$136K -2,724 -5%
EWM
568
Evercore Wealth Management
New York
$2.67M -$38.5K -774 -1%
BlackRock
569
BlackRock
New York
$2.66M -$5.83M -117,234 -68%
MPM
570
Meritage Portfolio Management
Kansas
$2.63M -$236K -4,740 -8%
MCM
571
MAI Capital Management
Ohio
$2.61M +$79.7K +1,602 +3%
EI
572
Ellevest Inc
New York
$2.59M
CS
573
Credit Suisse
Switzerland
$2.57M -$1.49K -30 -0.1%
FCFC
574
First Commonwealth Financial Corp
Pennsylvania
$2.55M +$254K +5,100 +11%
IFG
575
Independent Financial Group
California
$2.55M -$188K -3,774 -7%

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.