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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
ATC
701
Adirondack Trust Company
New York
$1.39M
VAS
702
Vestmark Advisory Solutions
Massachusetts
$1.38M -$135K -2,718 -9%
RIS
703
Retirement Income Solutions
Michigan
$1.37M
HDIM
704
Hanson & Doremus Investment Management
Vermont
$1.37M +$176K +3,534 +14%
FIG
705
FundX Investment Group
California
$1.37M +$57K +1,146 +4%
MCM
706
Mainstay Capital Management
Michigan
$1.36M +$298K +5,988 +27%
VA
707
Valmark Advisers
Ohio
$1.35M +$299 +6 +0%
DIP
708
DT Investment Partners
Pennsylvania
$1.34M
TSWM
709
Triangle Securities Wealth Management
North Carolina
$1.34M +$378K +7,596 +38%
CCM
710
Chilton Capital Management
Texas
$1.33M -$31.9K -642 -2%
AWE
711
Avidian Wealth Enterprises
Texas
$1.31M -$204K -4,098 -13%
WI
712
WrapManager Inc
California
$1.3M -$183K -3,672 -12%
FC
713
Ferris Capital
Massachusetts
$1.29M -$27M -542,172 -96%
AL
714
ADE LLC
Maryland
$1.29M -$34.3K -690 -3%
DACG
715
Donor Advised Charitable Giving
California
$1.28M
WTB
716
Washington Trust Bank
Washington
$1.28M -$79.4K -1,596 -6%
WW
717
Waterfront Wealth
Kansas
$1.28M +$65.7K +1,320 +5%
CAM
718
Covenant Asset Management
New Jersey
$1.28M +$9.26K +186 +0.7%
HAS
719
HBW Advisory Services
California
$1.28M +$761K +15,288 +138%
Deutsche Bank
720
Deutsche Bank
Germany
$1.27M -$175K -3,510 -12%
BOPW
721
Brandywine Oak Private Wealth
Pennsylvania
$1.26M -$84.5K -1,698 -6%
MJRIC
722
Mogy Joel R Investment Counsel
California
$1.26M -$14.9K -300 -1%
GLA
723
Good Life Advisors
Pennsylvania
$1.25M +$20K +402 +2%
W
724
Wealthquest
Ohio
$1.25M -$168K -3,384 -12%
WFA
725
Wipfli Financial Advisors
Wisconsin
$1.24M

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.