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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
CAN
801
Claraphi Advisory Network
United States
$966K -$632K -12,696 -39%
FNBT
802
FineMark National Bank & Trust
Florida
$965K -$191K -3,834 -16%
TCM
803
Tandem Capital Management
New Jersey
$963K +$30.2K +606 +3%
WA
804
Wealth Advisors
California
$962K -$4.48K -90 -0.4%
VFIC
805
Valley Forge Investment Consultants
Pennsylvania
$961K -$81.2K -1,632 -8%
FLPIM
806
F.L. Putnam Investment Management
Massachusetts
$961K -$47.8K -960 -5%
MFA
807
Mayflower Financial Advisors
Massachusetts
$961K +$19.4K +390 +2%
ATPW
808
Ashton Thomas Private Wealth
Arizona
$954K +$91.1K +1,830 +10%
SIS
809
SVB Investment Services
Utah
$953K
SWM
810
Soundmark Wealth Management
Washington
$953K +$4.78K +96 +0.5%
YIH
811
Y-Intercept (HK)
Hong Kong
$953K +$981K +19,716 New
EIA
812
Eldridge Investment Advisors
New Hampshire
$951K -$12.2K -246 -1%
WA
813
WESPAC Advisors
California
$949K +$977K +19,626 New
LF
814
Lantz Financial
Illinois
$945K
ACM
815
Advisors Capital Management
New Jersey
$933K +$52.5K +1,056 +6%
TCM
816
Triumph Capital Management
Colorado
$932K +$50.2K +1,008 +6%
LWAC
817
Laurel Wealth Advisors (California)
California
$930K +$264K +5,310 +38%
PGFC
818
Peapack-Gladstone Financial Corp
New Jersey
$929K -$560K -11,262 -37%
CPSC
819
Carl P. Sherr & Co
Massachusetts
$929K -$25.4K -510 -3%
DA
820
Detalus Advisors
Missouri
$928K
BONH
821
Bank of New Hampshire
New Hampshire
$925K
AWA
822
Alaska Wealth Advisors
Alaska
$921K -$13.1K -264 -1%
IP
823
Intellectus Partners
California
$920K -$44.8K -900 -5%
LL
824
LPWM LLC
Minnesota
$916K
CPIA
825
Cornell Pochily Investment Advisors
New York
$914K +$50.8K +1,020 +6%

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.