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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
WIA
676
World Investment Advisors
California
$2.52M +$495K +9,504 +22%
EFS
677
Essex Financial Services
Connecticut
$2.51M -$234K -4,488 -9%
SFPG
678
Stonebridge Financial Planning Group
Florida
$2.51M +$28.1K +540 +1%
AWS
679
AJ Wealth Strategies
New York
$2.5M
MG
680
MilWealth Group
Wisconsin
$2.49M -$33.1K -636 -1%
TWM
681
Thrive Wealth Management
Pennsylvania
$2.49M +$2.42M +46,512 New
FFM
682
Forum Financial Management
Illinois
$2.49M +$2.42M +46,506 New
MWP
683
Madison Wealth Partners
Wisconsin
$2.48M +$14.7K +282 +0.6%
LFA
684
Laraway Financial Advisors
Minnesota
$2.46M +$2.4M +46,080 New
SWPG
685
Strategic Wealth Partners Group
Illinois
$2.46M -$283K -5,436 -11%
KTC
686
Kistler-Tiffany Companies
Pennsylvania
$2.44M -$64.4K -1,236 -3%
RMCM
687
Reynders McVeigh Capital Management
Massachusetts
$2.44M +$48.4K +930 +2%
RMAM
688
Raab & Moskowitz Asset Management
New Jersey
$2.42M -$88.5K -1,698 -4%
CAG
689
Csenge Advisory Group
Florida
$2.4M -$832K -15,972 -24%
PL
690
Plancorp LLC
Missouri
$2.37M +$73.5K +1,410 +3%
JHCP
691
Jackson Hole Capital Partners
Oklahoma
$2.36M
AWM
692
Accel Wealth Management
Iowa
$2.36M +$1.5M +28,800 +188%
SCM
693
Southport Capital Management
Tennessee
$2.36M +$2.3M +44,166 New
CA
694
Continuum Advisory
Idaho
$2.35M +$502K +9,642 +28%
IGGA
695
Iron Gate Global Advisors
Utah
$2.35M +$288K +5,526 +14%
EA
696
Eclectic Associates
California
$2.35M +$389K +7,458 +20%
CA
697
Cornerstone Advisory
Maryland
$2.34M -$313 -6 -0%
CIA
698
Covington Investment Advisors
Pennsylvania
$2.34M +$53.8K +1,032 +2%
SWM
699
SeaCrest Wealth Management
New York
$2.34M +$258K +4,956 +13%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$2.34M

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.