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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.85%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$86.9M +$3.79M +88,560 +5%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$86.8M -$56.1M -1,311,228 -39%
WHG
53
Westwood Holdings Group
Texas
$85.4M -$11.5M -268,086 -12%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$78.4M -$18.9M -441,750 -19%
FSWA
55
Financial Synergies Wealth Advisors
Texas
$77.3M +$2.47M +57,816 +3%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$77.1M +$6.21M +145,044 +9%
VCP
57
Vista Capital Partners
Oregon
$75.7M -$5.58M -130,362 -7%
BOH
58
Bank of Hawaii
Hawaii
$75.2M +$554K +12,954 +0.7%
KAS
59
Kestra Advisory Services
Texas
$74.6M -$17.2M -401,160 -19%
William Blair & Company
60
William Blair & Company
Illinois
$74.5M -$271M -6,344,040 -78%
WPW
61
Waldron Private Wealth
Pennsylvania
$74.1M +$2.12M +49,440 +3%
MIS
62
Morningstar Investment Services
Illinois
$72.7M -$25M -584,448 -25%
SMM
63
Stadion Money Management
Georgia
$72.5M
OPS
64
Orion Portfolio Solutions
Nebraska
$70.7M -$113K -2,634 -0.2%
US Bancorp
65
US Bancorp
Minnesota
$69.7M +$5.79M +135,444 +9%
MWM
66
Modera Wealth Management
New Jersey
$67.8M +$15.6M +364,302 +30%
MFW
67
Mosaic Family Wealth
Missouri
$67.6M +$3.76M +87,882 +6%
PW
68
Peninsula Wealth
California
$63.6M +$876K +20,472 +1%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$63.6M +$18M +420,402 +40%
PPFA
70
Provida Pension Fund Administrator
Chile
$62.9M +$48.6M +1,135,110 +322%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$62.4M -$46.7K -1,092 -0.1%
CHP
72
Cable Hill Partners
Oregon
$60.9M -$1.39M -32,514 -2%
MWA
73
Martel Wealth Advisors
Washington
$59.1M -$891K -20,826 -1%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$58.3M -$2.67M -62,370 -4%
CWM
75
Campbell Wealth Management
Virginia
$57.2M +$1.9M +44,316 +3%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.