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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
SGAM
51
Stephens Group Asset Management
Arkansas
$109M +$566K +11,376 +0.5%
CCM
52
Coldstream Capital Management
Washington
$99.3M +$5.35M +107,412 +4%
FSWA
53
Financial Synergies Wealth Advisors
Texas
$91.4M +$966K +19,416 +1%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$91M +$28.3M +568,272 +43%
MWM
55
Modera Wealth Management
New Jersey
$89.6M +$9.75M +195,948 +12%
KAS
56
Kestra Advisory Services
Texas
$89.2M +$2.26M +45,348 +3%
BOH
57
Bank of Hawaii
Hawaii
$88.8M +$4.78M +96,006 +6%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$84M +$551K +11,076 +0.6%
PC
59
Permanens Capital
New York
$83.5M -$11.2M -225,096 -12%
CA
60
CSM Advisors
Pennsylvania
$81.8M
NRA
61
NSI Retail Advisors
Pennsylvania
$81.8M
Natixis Advisors
62
Natixis Advisors
Massachusetts
$81.5M +$18.9M +379,152 +29%
VCP
63
Vista Capital Partners
Oregon
$81.4M -$1.8M -36,210 -2%
OPS
64
Orion Portfolio Solutions
Nebraska
$77.5M -$1.71M -34,302 -2%
BL
65
Balentine LLC
Georgia
$77.1M -$145K -2,916 -0.2%
MFW
66
Mosaic Family Wealth
Missouri
$76.9M -$119K -2,388 -0.1%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$75.4M +$711K +14,292 +0.9%
WPW
68
Waldron Private Wealth
Pennsylvania
$74M -$13.4M -270,006 -15%
PW
69
Peninsula Wealth
California
$73.9M +$563K +11,304 +0.7%
BDF
70
Balasa Dinverno & Foltz
$67.3M +$2.98M +59,868 +4%
MWA
71
Martel Wealth Advisors
Washington
$67.2M -$2.12M -42,696 -3%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$64.5M -$363K -7,290 -0.5%
AI
73
Atria Investments
North Carolina
$64M +$9.05M +181,914 +16%
US Bancorp
74
US Bancorp
Minnesota
$61.3M -$693K -13,926 -1%
MGIA
75
Moneta Group Investment Advisors
Missouri
$61M +$3.14M +63,192 +5%

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.