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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
KFS
726
Kelly Financial Services
Massachusetts
$1.24M -$241M -4,833,306 -99%
AIM
727
Axiom Investment Management
New York
$1.24M +$597 +12 +0%
NHC
728
Nicholas Hoffman & Company
Georgia
$1.24M +$44.5K +894 +4%
HG
729
Harbor Group
New Hampshire
$1.24M -$219K -4,398 -15%
IWP
730
Icon Wealth Partners
Texas
$1.24M
CA
731
Clearstead Advisors
Ohio
$1.23M +$1.26M +25,326 +15,075%
WAOI
732
Wealth Advisors of Iowa
Iowa
$1.22M +$425K +8,544 +51%
WP
733
WMS Partners
Maryland
$1.22M +$23.9K +480 +2%
3F
734
360 Financial
Minnesota
$1.22M +$60.3K +1,212 +5%
WF
735
WoodTrust Financial
Wisconsin
$1.21M -$416K -8,352 -25%
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21M -$3.88K -78 -0.3%
TWA
737
TCI Wealth Advisors
Arizona
$1.2M +$726K +14,580 +142%
LNWTC
738
Laird Norton Wetherby Trust Company
Washington
$1.2M +$157K +3,156 +15%
JWM
739
Jeppson Wealth Management
California
$1.2M -$299 -6 -0%
PA
740
Pinnacle Associates
New York
$1.19M -$1.49K -30 -0.1%
BZWA
741
Blue Zone Wealth Advisors
California
$1.19M -$1.49K -30 -0.1%
AOWM
742
Alpha Omega Wealth Management
Virginia
$1.18M -$130K -2,604 -10%
TCWM
743
Total Clarity Wealth Management
Illinois
$1.18M +$51.4K +1,032 +4%
SWA
744
Sax Wealth Advisors
New Jersey
$1.18M +$168K +3,366 +16%
CWM
745
Centric Wealth Management
Illinois
$1.17M
AWM
746
Aprio Wealth Management
Georgia
$1.17M -$14.9K -300 -1%
RTL
747
Red Tortoise LLC
Georgia
$1.17M +$1.63M +32,724 New
PAMG
748
Patton Albertson Miller Group
Tennessee
$1.16M +$89.6K +1,800 +8%
TLCM
749
Twin Lakes Capital Management
California
$1.16M -$14.6K -294 -1%
VFA
750
Valeo Financial Advisors
Indiana
$1.16M +$369K +7,416 +45%

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.