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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.84%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Empirical Wealth Management
Washington
$2.16M +$487K +11,382 +29%
CWS
577
Cypress Wealth Services
California
$2.15M -$383K -8,946 -15%
OGF
578
Orin Green Financial
California
$2.12M -$761K -17,778 -26%
SPA
579
Sentinel Pension Advisors
Massachusetts
$2.1M +$2.03M +47,466 +40%
CA
580
Cornerstone Advisory
Maryland
$2.1M +$68K +1,590 +3%
GIA
581
Guyasuta Investment Advisors
Pennsylvania
$2.1M +$385K +9,000 +23%
SFO
582
Stokes Family Office
Louisiana
$2.08M -$27.2K -636 -1%
BWM
583
BCS Wealth Management
Tennessee
$2.07M
CFO
584
Collective Family Office
Pennsylvania
$2.06M -$160K -3,750 -7%
NDSI
585
Newman Dignan & Sheerar Inc
Rhode Island
$2.04M -$278K -6,492 -12%
EAM
586
Evanson Asset Management
California
$2.04M +$513 +12 +0%
AL
587
Aspiriant LLC
California
$2.04M +$1.36M +31,836 +202%
LFF
588
Level Four Financial
Texas
$2.02M +$158K +3,702 +9%
WGCA
589
Wolf Group Capital Advisors
Virginia
$2.01M -$47K -1,098 -2%
SW
590
SVB Wealth
Massachusetts
$2.01M +$153K +3,570 +8%
GB
591
Gunma Bank
Japan
$2M +$2M +46,800 New
CBFP
592
Cedar Brook Financial Partners
Ohio
$2M +$307K +7,176 +18%
AWS
593
AJ Wealth Strategies
New York
$1.99M
Loomis, Sayles & Company
594
Loomis, Sayles & Company
Massachusetts
$1.98M -$823K -19,248 -29%
SC
595
Savant Capital
Illinois
$1.97M +$66.5K +1,554 +4%
Bank of Montreal
596
Bank of Montreal
Ontario, Canada
$1.96M -$27.5M -643,620 -94%
BWM
597
Birchcreek Wealth Management
Ohio
$1.96M -$306K -7,146 -13%
RMAM
598
Raab & Moskowitz Asset Management
New Jersey
$1.95M -$136K -3,168 -7%
SSB
599
Sandy Spring Bank
Maryland
$1.93M +$181K +4,224 +10%
DY
600
Dowling & Yahnke
California
$1.93M -$48K -1,122 -2%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.