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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
SPP
726
Single Point Partners
Massachusetts
$2.07M +$2.02M +38,772 New
RPGK
727
Retirement Planning Group (Kansas)
Kansas
$2.06M +$1.88K +36 +0.1%
HFS
728
Horizon Financial Services
North Carolina
$2.05M -$330K -6,330 -14%
GLLW
729
Graves Light Lenhart Wealth
Virginia
$2.04M -$5.63K -108 -0.3%
CAM
730
Carret Asset Management
New York
$2.03M -$938 -18 -0%
NB
731
Northwest Bancshares
Pennsylvania
$2.01M -$115K -2,214 -6%
Amundi
732
Amundi
France
$2M +$1.09M +20,946 +128%
BC
733
Bartlett & Co
Ohio
$2M -$79.7K -1,530 -4%
BCWM
734
Bartlett & Co Wealth Management
Ohio
$2M -$79.7K -1,530 -4%
RWM
735
Rockwood Wealth Management
Pennsylvania
$1.98M +$1.93M +36,990 New
RPCONE
736
Retirement Planning Company of New England
Rhode Island
$1.96M +$1.91M +36,678 New
SVWAG
737
Sound View Wealth Advisors Group
Georgia
$1.96M -$139K -2,676 -7%
MAG
738
Mayfair Advisory Group
Alabama
$1.95M +$377K +7,242 +24%
BB
739
Busey Bank
Illinois
$1.95M -$112K -2,154 -6%
OSAM
740
O'Shaughnessy Asset Management
Connecticut
$1.95M +$1.5M +28,800 +381%
SIC
741
Salem Investment Counselors
North Carolina
$1.93M -$17.2K -330 -0.9%
CIA
742
Choate Investment Advisors
Massachusetts
$1.93M +$1.6M +30,672 +567%
GB
743
Gunma Bank
Japan
$1.93M +$1.88M +36,000 New
WP
744
WealthSource Partners
California
$1.91M +$49.4K +948 +3%
RIM
745
Rockbridge Investment Management
New York
$1.91M +$17.8K +342 +1%
SS
746
Simplicity Solutions
Minnesota
$1.9M +$909K +17,454 +97%
RPG
747
Resource Planning Group
Georgia
$1.9M -$27.8K -534 -1%
CIC
748
Cutler Investment Counsel
Oregon
$1.89M -$34.1K -654 -2%
GMA
749
Goldstein Munger & Associates
California
$1.88M
EIP
750
Easterly Investment Partners
Massachusetts
$1.86M +$1.81M +34,800 New

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.