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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
NB
826
Nicolet Bankshares
Wisconsin
$913K
GKWIM
827
Gerber Kawasaki Wealth & Investment Management
California
$912K +$7.76K +156 +0.8%
LC
828
Lincoln Capital
Nebraska
$907K +$16.1K +324 +2%
JWCA
829
J.W. Coons Advisors
Ohio
$907K +$86.6K +1,740 +10%
FTC
830
Farmers Trust Company
Ohio
$904K -$597 -12 -0.1%
HSA
831
HBK Sorce Advisory
Pennsylvania
$901K -$15.2K -306 -2%
AFG
832
Albion Financial Group
Utah
$893K -$124K -2,496 -12%
FVWA
833
Foster Victor Wealth Advisors
South Carolina
$893K -$35.2K -708 -4%
PFBT
834
Parkside Financial Bank & Trust
Missouri
$893K +$8.06K +162 +0.9%
BTW
835
Boston Trust Walden
Massachusetts
$891K +$107K +2,160 +13%
HCM
836
Hengehold Capital Management
Ohio
$886K +$78.8K +1,584 +9%
AIP
837
Almanack Investment Partners
Pennsylvania
$884K -$42.1K -846 -4%
ANTB
838
AMG National Trust Bank
Colorado
$875K +$299 +6 +0%
SS
839
Simplicity Solutions
Minnesota
$874K +$900K +18,078 New
IFAM
840
Institutional & Family Asset Management
Colorado
$872K -$15.5K -312 -2%
WFPG
841
Waller Financial Planning Group
Ohio
$870K
FIM
842
Freedom Investment Management
Connecticut
$867K -$80.3K -1,614 -8%
G
843
GenTrust
Florida
$865K -$45.1K -906 -5%
LFA
844
Legend Financial Advisors
Pennsylvania
$865K +$222K +4,464 +33%
FNBSF
845
First National Bank Sioux Falls
South Dakota
$864K
CAG
846
Crestwood Advisors Group
Massachusetts
$862K -$22.4K -450 -2%
WP
847
WealthPLAN Partners
Nebraska
$862K +$104K +2,088 +15%
GWM
848
Greenhouse Wealth Management
Connecticut
$860K +$896 +18 +0.1%
RMDI
849
R.M. Davis Inc
Maine
$857K +$34.6K +696 +4%
TC
850
Toews Corporation
New Jersey
$856K -$600K -12,048 -41%

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.