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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
WIA
626
World Investment Advisors
California
$2.07M -$1.49K -30 -0.1%
LF
627
LifeSteps Financial
California
$2.07M +$299 +6 +0%
CAMG
628
CWA Asset Management Group
Florida
$2.06M -$98.5K -1,980 -4%
CIA
629
Covington Investment Advisors
Pennsylvania
$2.06M +$135K +2,706 +7%
CPO
630
Cerity Partners OCIO
New York
$2.04M +$74K +1,488 +4%
BWA
631
Bordeaux Wealth Advisors
California
$2.02M
Fisher Asset Management
632
Fisher Asset Management
Washington
$2M -$444K -8,922 -18%
3LCM
633
3D/L Capital Management
Connecticut
$2M +$110K +2,214 +6%
FT
634
Fiduciary Trust
Massachusetts
$1.99M -$46K -924 -2%
TC
635
TAP Consulting
Missouri
$1.97M -$51.7K -1,038 -2%
GWM
636
Gitterman Wealth Management
New Jersey
$1.97M -$329K -6,612 -14%
ST
637
Smithfield Trust
Pennsylvania
$1.96M
DIA
638
Davidson Investment Advisors
Montana
$1.95M +$1.25M +25,062 +164%
AIFAIM
639
American Institute for Advanced Investment Management
Arizona
$1.93M -$64.8K -1,302 -3%
NB
640
Northwest Bancshares
Pennsylvania
$1.93M -$57K -1,146 -3%
SWM
641
Stockman Wealth Management
Montana
$1.93M
SSWM
642
Smith Salley Wealth Management
North Carolina
$1.91M +$44.8K +900 +2%
FAM
643
Fenimore Asset Management
New York
$1.91M
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$1.9M -$5.97K -120 -0.3%
JFA
645
JNBA Financial Advisors
Minnesota
$1.89M
BCWM
646
Bartlett & Co Wealth Management
Ohio
$1.88M +$99.4K +1,998 +5%
BC
647
Bartlett & Co
Ohio
$1.88M +$99.4K +1,998 +5%
KLCM
648
KG&L Capital Management
Louisiana
$1.88M +$35.8K +720 +2%
SWM
649
SeaCrest Wealth Management
New York
$1.88M +$717K +14,406 +59%
IGGA
650
Iron Gate Global Advisors
Utah
$1.87M +$460K +9,252 +31%

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.