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Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$109M +$12.3M +260,472 +13%
WPW
52
Waldron Private Wealth
Pennsylvania
$106M +$23.3M +491,736 +28%
SGAM
53
Stephens Group Asset Management
Arkansas
$106M +$1.09M +23,022 +1%
PAG
54
Private Advisor Group
New Jersey
$103M +$2.7M +57,024 +3%
WHG
55
Westwood Holdings Group
Texas
$102M +$1.35M +28,506 +1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$97.3M -$22.2M -470,106 -19%
BOH
57
Bank of Hawaii
Hawaii
$96.7M -$562K -11,880 -0.6%
AP
58
Advisors Preferred
Maryland
$95.7M +$94.1M +1,990,260 New
KAM
59
Kensington Asset Management
Texas
$95.4M +$94.1M +1,990,260 New
PC
60
Permanens Capital
New York
$95.2M +$1.93M +40,806 +2%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$93.6M -$13.5M -284,376 -13%
FSWA
62
Financial Synergies Wealth Advisors
Texas
$93M +$2.67M +56,496 +3%
KAS
63
Kestra Advisory Services
Texas
$85.4M -$593K -12,528 -0.7%
CTC
64
Central Trust Company
Missouri
$85.3M +$757K +16,002 +0.9%
AWS
65
Atria Wealth Solutions
New York
$85.3M +$84.2M +1,779,330 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$83.4M +$2.32M +49,134 +3%
CA
67
CSM Advisors
Pennsylvania
$81.1M
NRA
68
NSI Retail Advisors
Pennsylvania
$81.1M
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$80M +$3.23M +68,250 +4%
VCP
70
Vista Capital Partners
Oregon
$78.8M +$452K +9,546 +0.6%
SWA
71
Strategies Wealth Advisors
Michigan
$75.3M +$12.2M +258,546 +20%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$75M -$19.7M -415,974 -21%
MGIA
73
Moneta Group Investment Advisors
Missouri
$74.8M +$8.52M +180,120 +13%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$72.8M +$7.46M +157,644 +12%
BDF
75
Balasa Dinverno & Foltz
$70.8M +$2.97M +62,730 +4%

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.