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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.84%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
751
Fusion Family Wealth
New York
$983K +$211K +4,932 +27%
GAM
752
Grandview Asset Management
Pennsylvania
$972K +$410K +9,576 +73%
ECG
753
Edge Capital Group
Georgia
$971K -$126K -2,940 -11%
SS
754
Sunbelt Securities
Texas
$966K -$770 -18 -0.1%
CT
755
Caldwell Trust
Florida
$961K +$146K +3,402 +18%
AWA
756
Alta Wealth Advisors
Massachusetts
$958K +$3.08K +72 +0.3%
MP
757
McDonald Partners
Ohio
$955K +$5.9K +138 +0.6%
MCM
758
Mainstay Capital Management
Michigan
$951K
TCWM
759
Total Clarity Wealth Management
Illinois
$947K +$32.9K +768 +4%
HL
760
HeadInvest LLC
Maine
$945K +$252K +5,898 +36%
DWP
761
Destiny Wealth Partners
Florida
$940K
BCA
762
Berman Capital Advisors
Georgia
$927K -$390K -9,120 -30%
CCM
763
Ciovacco Capital Management
Georgia
$925K -$4.38M -102,480 -83%
WA
764
Wealth Advisors
California
$924K +$19.3K +450 +2%
FVWA
765
Foster Victor Wealth Advisors
South Carolina
$921K -$97.3K -2,274 -10%
LWM
766
Liberty Wealth Management
California
$918K
OWM
767
Orgel Wealth Management
Wisconsin
$915K -$132K -3,096 -13%
MCM
768
MV Capital Management
Maryland
$912K -$16.7K -390 -2%
TA
769
TrueWealth Advisors
Alabama
$907K +$855K +19,986 New
EWM
770
EPG Wealth Management
Georgia
$906K +$172K +4,032 +24%
VFIC
771
Valley Forge Investment Consultants
Pennsylvania
$904K -$57.8K -1,350 -6%
FPB
772
First PREMIER Bank
South Dakota
$901K +$900K +21,036 New
KFA
773
Kelleher Financial Advisors
New York
$898K +$306K +7,152 +52%
BFC
774
Bedel Financial Consulting
Indiana
$897K -$2.31K -54 -0.3%
GW
775
GW & Wade
Massachusetts
$895K +$483K +11,286 +118%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.