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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$120M +$18.5M +355,824 +19%
SGAM
52
Stephens Group Asset Management
Arkansas
$117M -$3.55M -68,148 -3%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$114M +$23.2M +444,822 +26%
WHG
54
Westwood Holdings Group
Texas
$113M +$48.2M +925,398 +78%
PAG
55
Private Advisor Group
New Jersey
$112M -$60.5M -1,161,960 -36%
BOH
56
Bank of Hawaii
Hawaii
$108M +$10.1M +193,158 +11%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$108M +$105M +2,017,860 New
PC
58
Permanens Capital
New York
$104M +$11.4M +218,688 +13%
FSWA
59
Financial Synergies Wealth Advisors
Texas
$101M -$323K -6,204 -0.3%
KAS
60
Kestra Advisory Services
Texas
$96M -$2.65M -50,796 -3%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$95.7M -$19.9M -381,402 -16%
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$95M +$92.6M +1,776,600 New
CTC
63
Central Trust Company
Missouri
$94.3M +$71.1M +1,364,928 +342%
WPW
64
Waldron Private Wealth
Pennsylvania
$92.4M +$10.3M +196,866 +13%
CA
65
CSM Advisors
Pennsylvania
$90.5M
NRA
66
NSI Retail Advisors
Pennsylvania
$90.5M
Baird Financial Group
67
Baird Financial Group
Wisconsin
$90.4M -$2.48M -47,670 -3%
VCP
68
Vista Capital Partners
Oregon
$87.4M -$2.52M -48,318 -3%
ETC
69
Exchange Traded Concepts
Oklahoma
$86.8M +$84.5M +1,622,004 New
MFW
70
Mosaic Family Wealth
Missouri
$85.6M +$504K +9,666 +0.6%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$85.6M +$2.16M +41,436 +3%
BL
72
Balentine LLC
Georgia
$84.6M -$716K -13,740 -0.9%
OPS
73
Orion Portfolio Solutions
Nebraska
$84.5M -$1.24M -23,850 -1%
PW
74
Peninsula Wealth
California
$75.9M -$5.7M -109,350 -7%
BDF
75
Balasa Dinverno & Foltz
$75.7M +$1.23M +23,616 +2%

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.