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Vanguard Growth ETF

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+57)

3.5% more ownership

Funds ownership: 376.34%379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
776
Edge Capital Group
Georgia
$1.03M -$50.4K -1,110 -5%
HL
777
HeadInvest LLC
Maine
$1.03M -$22.6K -498 -2%
VFIC
778
Valley Forge Investment Consultants
Pennsylvania
$1.03M +$18.8K +414 +2%
OWM
779
Orgel Wealth Management
Wisconsin
$1.02M
MCM
780
MV Capital Management
Maryland
$1.02M
MIM
781
Moseley Investment Management
Florida
$1.02M +$122K +2,676 +14%
SWA
782
Sax Wealth Advisors
New Jersey
$1M +$26.7K +588 +3%
WA
783
Wealth Advisors
California
$1M -$6.81K -150 -0.7%
AFG
784
Albion Financial Group
Utah
$1M +$951K +20,952 New
FMBTD
785
First Midwest Bank Trust Division
Illinois
$999K +$949K +20,904 New
BFC
786
Bedel Financial Consulting
Indiana
$998K -$3.27K -72 -0.3%
FLPIM
787
F.L. Putnam Investment Management
Massachusetts
$996K +$302K +6,648 +47%
SMG
788
Spectrum Management Group
Indiana
$983K -$884K -19,476 -49%
DWM
789
Doyle Wealth Management
Florida
$975K -$12.3K -270 -1%
EWM
790
EPG Wealth Management
Georgia
$972K -$37.6K -828 -4%
NAG
791
Northstar Advisory Group
New Jersey
$968K -$19.3K -426 -2%
TSWM
792
Triangle Securities Wealth Management
North Carolina
$963K -$20.7K -456 -2%
ACM
793
AUA Capital Management
Pennsylvania
$963K +$129K +2,832 +16%
CWM
794
Circle Wealth Management
New Jersey
$960K
DI
795
DFPG Investments
Utah
$960K +$1.09K +24 +0.1%
IP
796
Intellectus Partners
California
$952K -$150K -3,300 -14%
EIA
797
Eldridge Investment Advisors
New Hampshire
$952K -$23.2K -510 -2%
CPSC
798
Carl P. Sherr & Co
Massachusetts
$943K
SIS
799
SVB Investment Services
Utah
$942K
F
800
F3Logic
Minnesota
$939K -$35.7K -786 -4%

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.