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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
SFS
551
Security Financial Services
Indiana
$3.4M +$262K +5,532 +8%
SWA
552
SOA Wealth Advisors
New York
$3.38M -$11.1K -234 -0.3%
RWI
553
Red Wave Investments
Pennsylvania
$3.38M -$8.51K -180 -0.3%
MA
554
MAS Advisors
Florida
$3.38M -$209K -4,416 -6%
DWT
555
Dorsey & Whitney Trust
South Dakota
$3.38M +$179K +3,792 +6%
FWA
556
FSC Wealth Advisors
New York
$3.38M +$3.33M +70,404 New
AL
557
Aspiriant LLC
California
$3.35M +$450K +9,510 +16%
TA
558
Tiedemann Advisors
New York
$3.34M -$9.93K -210 -0.3%
OCPWS
559
One Charles Private Wealth Services
Massachusetts
$3.34M -$268K -5,658 -8%
PFS
560
Prospera Financial Services
Texas
$3.32M -$405K -8,562 -11%
RA
561
Riversedge Advisors
Delaware
$3.3M +$2.55M +53,880 +360%
RW
562
REDW Wealth
New Mexico
$3.3M +$196K +4,140 +6%
FC
563
Family CFO
California
$3.27M
TGAM
564
TBH Global Asset Management
Tennessee
$3.26M +$59K +1,248 +2%
LWM
565
Laidlaw Wealth Management
New York
$3.26M -$28.9K -612 -0.9%
SBH
566
Segall Bryant & Hamill
Illinois
$3.24M +$3.19M +67,440 New
GCA
567
Gradient Capital Advisors
California
$3.23M -$93.7K -1,980 -3%
AA
568
Ancora Advisors
Ohio
$3.22M +$2.46M +51,960 +342%
HWA
569
Hillcrest Wealth Advisors
New Jersey
$3.21M -$209K -4,410 -6%
SW
570
SVB Wealth
Massachusetts
$3.19M -$548K -11,580 -15%
AWM
571
Axxcess Wealth Management
California
$3.18M +$51.1K +1,080 +2%
NF
572
Norwood Financial
Pennsylvania
$3.18M +$9.08K +192 +0.3%
TWM
573
Tradition Wealth Management
Minnesota
$3.18M +$34.6K +732 +1%
EDRIA
574
Edmonds Duncan Registered Investment Advisors
Kansas
$3.17M +$181K +3,834 +6%
COCM
575
Charter Oak Capital Management
New Hampshire
$3.16M +$167K +3,540 +6%

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.