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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
ECG
776
Edge Capital Group
Georgia
$1.04M
CIA
777
Capital Investment Advisors
Georgia
$1.04M +$99.4K +1,998 +10%
HL
778
HeadInvest LLC
Maine
$1.04M -$3.88K -78 -0.4%
MCM
779
MV Capital Management
Maryland
$1.03M +$5.37K +108 +0.5%
MA
780
Montag & Associates
Georgia
$1.03M +$266K +5,346 +33%
OWM
781
Orgel Wealth Management
Wisconsin
$1.03M
TA
782
TrueWealth Advisors
Alabama
$1.02M -$28.7K -576 -3%
KFA
783
Kelleher Financial Advisors
New York
$1.01M +$328K +6,594 +46%
ICP
784
Interchange Capital Partners
Pennsylvania
$1.01M -$96.7K -1,944 -8%
FMBTD
785
First Midwest Bank Trust Division
Illinois
$1.01M
BFC
786
Bedel Financial Consulting
Indiana
$1.01M
Janus Henderson Group
787
Janus Henderson Group
United Kingdom
$1.01M -$82.7K -1,662 -7%
FPCG
788
Fort Pitt Capital Group
Pennsylvania
$1.01M -$274K -5,502 -21%
PCIA
789
Prime Capital Investment Advisors
Kansas
$1M +$309K +6,204 +43%
BWM
790
Baystate Wealth Management
Massachusetts
$1M +$80.9K +1,626 +9%
TNA
791
True North Advisors
Texas
$999K -$52.5K -1,056 -5%
HC
792
Hamilton Capital
Ohio
$999K +$1.03M +20,664 New
CFS
793
CRA Financial Services
New Jersey
$997K +$52.5K +1,056 +5%
SMG
794
Spectrum Management Group
Indiana
$995K
EWM
795
EPG Wealth Management
Georgia
$984K +$299 +6 +0%
ADL
796
Asset Dedication LLC
California
$975K +$359K +7,218 +56%
DT
797
Diversified Trust
Tennessee
$974K +$318K +6,384 +46%
CWM
798
Circle Wealth Management
New Jersey
$971K
CIBC World Market
799
CIBC World Market
Ontario, Canada
$971K +$63.3K +1,272 +7%
DI
800
DFPG Investments
Utah
$968K -$11.9K -240 -1%

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.