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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
FFW
751
Fusion Family Wealth
New York
$1.16M
EP
752
Eudaimonia Partners
Tennessee
$1.16M +$321K +6,456 +37%
SWM
753
SigFig Wealth Management
California
$1.15M +$331K +6,642 +39%
WB
754
WesBanco Bank
West Virginia
$1.15M +$8.96K +180 +0.8%
WFA
755
West Financial Advisors
Iowa
$1.14M +$246K +4,950 +27%
WWM
756
Windsor Wealth Management
Indiana
$1.13M +$3.58K +72 +0.3%
AWA
757
Alta Wealth Advisors
Massachusetts
$1.13M +$47.2K +948 +4%
BCI
758
Brinker Capital Investments
Pennsylvania
$1.12M
MIM
759
Moseley Investment Management
Florida
$1.12M +$83K +1,668 +8%
AW
760
ACG Wealth
Georgia
$1.12M -$260K -5,220 -18%
TF
761
Trek Financial
Arizona
$1.11M -$24.5K -492 -2%
KC
762
Kingfisher Capital
North Carolina
$1.11M +$1.19K +24 +0.1%
PFG
763
Pacific Financial Group
Washington
$1.11M -$112K -2,250 -9%
SFP
764
Shepherd Financial Partners
Massachusetts
$1.11M -$5.97K -120 -0.5%
SCM
765
SCS Capital Management
Massachusetts
$1.1M -$151K -3,036 -12%
DWM
766
Doyle Wealth Management
Florida
$1.1M +$113K +2,280 +11%
ACM
767
AUA Capital Management
Pennsylvania
$1.09M +$125K +2,508 +12%
PCM
768
Parsons Capital Management
Rhode Island
$1.09M -$35.8K -720 -3%
IFG
769
Investors Financial Group
Minnesota
$1.07M +$196K +3,942 +22%
MP
770
McDonald Partners
Ohio
$1.06M -$14.6K -294 -1%
Kayne Anderson Rudnick Investment Management
771
Kayne Anderson Rudnick Investment Management
California
$1.05M
BCA
772
Berman Capital Advisors
Georgia
$1.05M -$2.04M -41,052 -65%
SS
773
Sunbelt Securities
Texas
$1.05M
CT
774
Caldwell Trust
Florida
$1.04M -$57.9K -1,164 -5%
ICG
775
InterOcean Capital Group
Tennessee
$1.04M -$54.3K -1,092 -5%

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.