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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
TA
576
Tiedemann Advisors
New York
$3.74M
SFS
577
Sowell Financial Services
Arkansas
$3.73M +$334K +6,402 +10%
FCH
578
Freestone Capital Holdings
Washington
$3.71M +$188K +3,618 +5%
GCA
579
Gradient Capital Advisors
California
$3.71M +$23.4K +450 +0.7%
DI
580
Disciplined Investments
Oklahoma
$3.7M +$688K +13,200 +24%
BC
581
Burney Company
Virginia
$3.7M -$73.1K -1,404 -2%
JSL
582
JT Stratford LLC
Georgia
$3.68M -$10.6K -204 -0.3%
BBNB
583
Baker Boyer National Bank
Washington
$3.67M +$3.58M +68,688 New
LWM
584
Laidlaw Wealth Management
New York
$3.67M +$3.57M +68,532 New
TVWM
585
Tower View Wealth Management
Wisconsin
$3.66M +$26.6K +510 +0.8%
CFA
586
CWS Financial Advisors
Michigan
$3.66M +$3.56M +68,418 New
Fisher Asset Management
587
Fisher Asset Management
Washington
$3.65M +$1.4M +26,928 +65%
FC
588
Family CFO
California
$3.65M +$3.55M +68,184 New
WFM
589
Wolff Financial Management
Michigan
$3.62M +$3.52M +67,614 New
TGAM
590
TBH Global Asset Management
Tennessee
$3.57M +$52.5K +1,008 +2%
DWT
591
Dorsey & Whitney Trust
South Dakota
$3.56M -$231K -4,428 -6%
NF
592
Norwood Financial
Pennsylvania
$3.54M +$3.45M +66,174 New
GP
593
Girard Partners
Pennsylvania
$3.52M -$87.8K -1,686 -2%
TWM
594
Tradition Wealth Management
Minnesota
$3.51M +$3.13K +60 +0.1%
LAS
595
Lloyd Advisory Services
Georgia
$3.5M +$3M +57,606 +729%
VCA
596
Verdence Capital Advisors
Maryland
$3.5M -$15.9K -306 -0.5%
SFS
597
Security Financial Services
Indiana
$3.49M +$3.4M +65,334 New
AWM
598
Axxcess Wealth Management
California
$3.49M +$3.4M +65,298 New
RW
599
REDW Wealth
New Mexico
$3.46M -$44.7K -858 -1%
CPW
600
Catalyst Private Wealth
California
$3.44M +$199K +3,828 +6%

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.