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Vanguard Growth ETF

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+57)

3.5% more ownership

Funds ownership: 376.34%379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$97.9M +$893K +19,668 +1%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$94M -$8.67M -190,878 -9%
PC
53
Permanens Capital
New York
$93.3M -$28.3M -623,478 -24%
FSWA
54
Financial Synergies Wealth Advisors
Texas
$89.4M +$3.04M +66,870 +4%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$88.5M
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$88.5M +$2.32M +51,174 +3%
WPW
57
Waldron Private Wealth
Pennsylvania
$86.1M +$3.21M +70,680 +4%
KAS
58
Kestra Advisory Services
Texas
$86M +$2.61M +57,546 +3%
BOH
59
Bank of Hawaii
Hawaii
$83.1M -$691K -15,210 -0.9%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$82.5M -$4.73M -104,166 -6%
VCP
61
Vista Capital Partners
Oregon
$82.2M -$2.14M -47,040 -3%
CA
62
CSM Advisors
Pennsylvania
$80.8M +$76.8M +1,691,322 New
NRA
63
NSI Retail Advisors
Pennsylvania
$80.8M +$76.8M +1,691,322 New
MWM
64
Modera Wealth Management
New Jersey
$79.2M +$3.33M +73,434 +5%
OPS
65
Orion Portfolio Solutions
Nebraska
$78.3M -$628K -13,824 -0.8%
BL
66
Balentine LLC
Georgia
$76.4M +$72.6M +1,598,040 New
MFW
67
Mosaic Family Wealth
Missouri
$76.2M +$682K +15,030 +1%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$73.8M +$4.01M +88,206 +6%
PW
69
Peninsula Wealth
California
$72.5M +$1.47M +32,466 +2%
MWA
70
Martel Wealth Advisors
Washington
$68.4M +$2.39M +52,734 +4%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$64.1M -$951K -20,940 -2%
BDF
72
Balasa Dinverno & Foltz
$63.6M +$1.51M +33,198 +3%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$62.8M +$2.45M +54,024 +4%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$62.4M -$8.11M -178,506 -12%
RC
75
RegentAtlantic Capital
New Jersey
$62M -$119M -2,631,372 -67%

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.