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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
CFA
651
Cahill Financial Advisors
Minnesota
$2.78M -$12.8K -246 -0.5%
GIA
652
Guyasuta Investment Advisors
Pennsylvania
$2.78M
EFSCE
653
Enterprise Financial Services Corp (EFSC)
Missouri
$2.77M -$3.75K -72 -0.1%
RCI
654
RS Crum Inc
California
$2.75M +$2.68M +51,510 New
CFFP
655
Center for Financial Planning
Michigan
$2.75M
CBFP
656
Cedar Brook Financial Partners
Ohio
$2.75M +$291K +5,592 +12%
EWM
657
Empirical Wealth Management
Washington
$2.74M +$172K +3,294 +7%
SB
658
Strategic Blueprint
Georgia
$2.73M +$255K +4,896 +11%
IFG
659
Independent Financial Group
California
$2.73M -$88.1K -1,692 -3%
BWM
660
BCS Wealth Management
Tennessee
$2.64M +$56.3K +1,080 +2%
DTC
661
Davidson Trust Company
Washington
$2.64M -$62.8K -1,206 -2%
ACP
662
Aveo Capital Partners
Colorado
$2.63M -$141K -2,700 -5%
KWM
663
Keebeck Wealth Management
Illinois
$2.62M -$70.3K -1,350 -3%
ARC
664
Advisor Resource Council
Texas
$2.61M +$2.55M +48,858 New
HNWAG
665
High Net Worth Advisory Group
Florida
$2.61M +$2.55M +48,864 New
PWS
666
Peterson Wealth Services
Utah
$2.61M +$2.54M +48,738 New
PA
667
Parallel Advisors
California
$2.58M -$625 -12 -0%
SCA
668
STALEY CAPITAL ADVISERS
Pennsylvania
$2.57M -$109K -2,100 -4%
PA
669
Probity Advisors
Texas
$2.57M -$33.4K -642 -1%
GT
670
Greenleaf Trust
Michigan
$2.56M +$61.9K +1,188 +3%
MFGP
671
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.56M +$256K +4,908 +11%
EAM
672
Evanson Asset Management
California
$2.54M -$4.38K -84 -0.2%
BWM
673
Birchcreek Wealth Management
Ohio
$2.54M +$70.6K +1,356 +3%
OWA
674
Outlook Wealth Advisors
Texas
$2.54M +$9.06K +174 +0.4%
WBCM
675
Wilson & Boucher Capital Management
California
$2.52M +$2.45M +47,094 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.