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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
OGF
626
Orin Green Financial
California
$3.09M -$142K -2,730 -4%
Millennium Management
627
Millennium Management
New York
$3.08M +$358K +6,864 +14%
RIL
628
Rothschild Investment LLC
Illinois
$3.04M +$354K +6,792 +14%
EDRIA
629
Edmonds Duncan Registered Investment Advisors
Kansas
$3.02M +$48.8K +936 +2%
LRPA
630
L. Roy Papp & Associates
Arizona
$3.01M -$553K -10,620 -16%
THWM
631
Taylor Hoffman Wealth Management
Virginia
$2.99M -$91.3K -1,752 -3%
SFO
632
Stokes Family Office
Louisiana
$2.99M +$341K +6,540 +13%
FCFC
633
First Commonwealth Financial Corp
Pennsylvania
$2.96M +$138K +2,640 +5%
GLA
634
Great Lakes Advisors
Illinois
$2.96M +$153K +2,928 +6%
EWM
635
Evercore Wealth Management
New York
$2.95M
IPW
636
Intergy Private Wealth
Colorado
$2.94M +$2.86M +54,996 New
CP
637
Camelot Portfolios
Ohio
$2.92M +$333K +6,384 +13%
RA
638
Rise Advisors
New York
$2.92M +$2.84M +54,570 New
MWM
639
Meridian Wealth Management
Kentucky
$2.92M +$212K +4,074 +8%
RBFC
640
Roman Butler Fullerton & Co
Missouri
$2.91M +$5K +96 +0.2%
FIA
641
Foundations Investment Advisors
Arizona
$2.91M +$2.94M +56,490 New
MPM
642
Meritage Portfolio Management
Kansas
$2.88M -$19.1K -366 -0.7%
EI
643
Ellevest Inc
New York
$2.87M +$313 +6 +0%
NP
644
NorthRock Partners
Minnesota
$2.86M +$55.6K +1,068 +2%
CS
645
Credit Suisse
Switzerland
$2.84M
SHGA
646
Sand Hill Global Advisors
California
$2.81M
PMG
647
ProVise Management Group
Florida
$2.81M +$368K +7,056 +16%
SC
648
Savant Capital
Illinois
$2.8M +$118K +2,256 +5%
NPF
649
Norris Perne & French
Michigan
$2.78M +$2.71M +52,050 New
GAM
650
Grandview Asset Management
Pennsylvania
$2.78M +$2.71M +51,948 New

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.