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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
SW
551
SVB Wealth
Massachusetts
$4.18M -$453K -8,700 -10%
PFS
552
Prospera Financial Services
Texas
$4.16M +$119K +2,286 +3%
DSA
553
Droms Strauss Advisors
Missouri
$4.16M -$42.5K -816 -1%
APS
554
American Planning Services
Florida
$4.13M +$4.03M +77,280 New
DAS
555
Dynamic Advisor Solutions
Arizona
$4.13M -$126K -2,412 -3%
AWA
556
Arkadios Wealth Advisors
Georgia
$4.11M -$101K -1,938 -2%
UBV
557
United Bank (Virginia)
Virginia
$4.1M -$323K -6,204 -7%
SSB
558
Sandy Spring Bank
Maryland
$4.09M +$428K +8,214 +12%
OCPWS
559
One Charles Private Wealth Services
Massachusetts
$4.03M -$170K -3,258 -4%
VC
560
Vicus Capital
Pennsylvania
$4.01M +$370K +7,104 +10%
SEP
561
Southland Equity Partners
Missouri
$3.98M +$3.75K +72 +0.1%
KSWA
562
Kathleen S. Wright Associates
Pennsylvania
$3.98M +$3.87M +74,328 New
MA
563
MAS Advisors
Florida
$3.97M +$3.84M +73,794 New
EWA
564
EverSource Wealth Advisors
Alabama
$3.97M +$3.86M +74,154 New
PD
565
Planning Directions
Pennsylvania
$3.93M -$38.1K -732 -1%
AAMC
566
Asset Allocation & Management Company
Illinois
$3.91M
CA
567
Calton & Associates
Florida
$3.88M +$222K +4,266 +6%
GWSG
568
GPS Wealth Strategies Group
Colorado
$3.88M +$12.2K +234 +0.3%
MWM
569
Moulton Wealth Management
Washington
$3.83M -$28.4K -546 -0.7%
HWA
570
Hillcrest Wealth Advisors
New Jersey
$3.82M
SWA
571
SOA Wealth Advisors
New York
$3.81M +$313 +6 +0%
WDL
572
Well Done LLC
Michigan
$3.8M +$525K +10,074 +17%
RWI
573
Red Wave Investments
Pennsylvania
$3.78M -$424K -8,142 -10%
KFGK
574
Keystone Financial Group (Kentucky)
Kentucky
$3.78M +$475K +9,120 +15%
CAL
575
Capital Analysts LLC
Pennsylvania
$3.75M +$10K +192 +0.3%

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.