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Vanguard Growth ETF

1,676 hedge funds and large institutions have $56.1B invested in Vanguard Growth ETF in 2021 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 587 increasing their positions, 500 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 236296 (+60)

17% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 500

17% more funds holding

Funds holding: 1,4281,676 (+248)

11% more capital invested

Capital invested by funds: $50.3B → $56.1B (+$5.74B)

5.62% more ownership

Funds ownership: 370.18%375.8% (+5.6%)

26% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $43.8M

Holders
1,676
Holders Change
+248
Holders Change %
+17.37%
% of All Funds
25.79%
Holding in Top 10
296
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+25.42%
% of All Funds
4.56%
New
331
Increased
587
Reduced
500
Closed
59
Calls
$32.6M
Puts
$43.8M
Net Calls
-$11.2M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
826
Kelly Financial Services
Massachusetts
$1.39M +$18.1K +348 +1%
TSWM
827
Triangle Securities Wealth Management
North Carolina
$1.38M -$98.5K -1,890 -7%
W
828
Wealthquest
Ohio
$1.38M +$2.19K +42 +0.2%
VFPW
829
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.38M +$1.34M +25,794 New
HWIS
830
Hancock Whitney Investment Services
Louisiana
$1.38M +$1.34M +25,788 New
FVWA
831
Foster Victor Wealth Advisors
South Carolina
$1.38M +$430K +8,256 +45%
AIM
832
Axiom Investment Management
New York
$1.37M +$938 +18 +0.1%
IWP
833
Icon Wealth Partners
Texas
$1.37M
WFA
834
West Financial Advisors
Iowa
$1.37M +$105K +2,010 +9%
BWM
835
Boyd Wealth Management
California
$1.37M +$1.33M +25,548 New
PA
836
Pinnacle Associates
New York
$1.35M +$33.1K +636 +3%
WB
837
WesBanco Bank
West Virginia
$1.35M +$82.2K +1,578 +7%
NL
838
Navalign LLC
California
$1.34M -$404K -7,746 -24%
HFS
839
Heritage Financial Services
Massachusetts
$1.33M +$1.3M +24,942 New
HG
840
Harbor Group
New Hampshire
$1.33M -$44.4K -852 -3%
NHC
841
Nicholas Hoffman & Company
Georgia
$1.33M -$46.6K -894 -3%
SMC
842
Smith, Moore & Co
Missouri
$1.32M +$810K +15,540 +168%
JWM
843
Jeppson Wealth Management
California
$1.32M -$1.25K -24 -0.1%
ACM
844
AUA Capital Management
Pennsylvania
$1.32M +$108K +2,070 +9%
OA
845
Operose Advisors
Wisconsin
$1.32M +$1.29M +24,720 New
TNA
846
True North Advisors
Texas
$1.32M +$208K +4,002 +19%
SFP
847
Shepherd Financial Partners
Massachusetts
$1.31M +$87.2K +1,674 +7%
FC
848
Ferris Capital
Massachusetts
$1.31M
IFPL
849
Investments & Financial Planning LLC
Kentucky
$1.31M +$1.42M +27,216 New
CL
850
Cabana LLC
Arkansas
$1.3M +$1.27M +24,300 New

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2021, worth a combined $56.1B — up 11% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new VUG positions and 59 closed out — a net gain of 272 holders — while 587 added to existing stakes and 500 trimmed.

The largest buyer was CBIZ Investment Advisory Services, opening a new position worth an estimated $204M. The largest seller was Bank of America, cutting an estimated $947M.

  • 1,676 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2021, up from 1,428 in Q3 2021.
  • Funds reported $56.1B of Vanguard Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 331 funds opened new Vanguard Growth ETF positions in Q4 2021 and 59 closed out, a net change of +272 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2021 was CBIZ Investment Advisory Services, an estimated $204M added.
  • The largest Vanguard Growth ETF seller in Q4 2021 was Bank of America, an estimated $947M sold.

Based on aggregated 13F filings for Q4 2021.