We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
826
Foundations Investment Advisors
Arizona
$1.2M -$1.42M -29,928 -53%
MJRIC
827
Mogy Joel R Investment Counsel
California
$1.19M -$59.6K -1,260 -5%
NHC
828
Nicholas Hoffman & Company
Georgia
$1.19M +$284 +6 +0%
HFS
829
Heritage Financial Services
Massachusetts
$1.19M -$7.09K -150 -0.6%
LPT
830
Legacy Private Trust
Wisconsin
$1.19M +$890K +18,810 +315%
RFA
831
RTD Financial Advisors
Pennsylvania
$1.19M +$120K +2,538 +11%
JWM
832
Jeppson Wealth Management
California
$1.19M +$1.14K +24 +0.1%
OA
833
Operose Advisors
Wisconsin
$1.19M
WFA
834
Wipfli Financial Advisors
Wisconsin
$1.18M +$137K +2,904 +13%
FC
835
Ferris Capital
Massachusetts
$1.17M
AOWM
836
Alpha Omega Wealth Management
Virginia
$1.16M
CWM
837
Centric Wealth Management
Illinois
$1.16M
EP
838
Eudaimonia Partners
Tennessee
$1.15M +$1.14M +24,030 New
HG
839
Harbor Group
New Hampshire
$1.14M -$46K -972 -4%
SCA
840
Southern Capital Advisors
Tennessee
$1.14M +$1.14K +24 +0.1%
SC
841
Stephens Consulting
Michigan
$1.13M
TLCM
842
Twin Lakes Capital Management
California
$1.13M +$1.14K +24 +0.1%
KFS
843
Kelly Financial Services
Massachusetts
$1.11M -$135K -2,862 -11%
PCIA
844
Prime Capital Investment Advisors
Kansas
$1.11M
GLA
845
Good Life Advisors
Pennsylvania
$1.11M -$11.9K -252 -1%
KC
846
Kingfisher Capital
North Carolina
$1.1M +$851 +18 +0.1%
AWM
847
Aprio Wealth Management
Georgia
$1.1M -$1.42K -30 -0.1%
Principal Financial Group
848
Principal Financial Group
Iowa
$1.1M +$1.09M +22,962 New
CAN
849
Claraphi Advisory Network
United States
$1.1M -$383K -8,094 -26%
RIS
850
Retirement Income Solutions
Michigan
$1.1M

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.