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Vanguard Growth ETF

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+57)

3.5% more ownership

Funds ownership: 376.34%379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
851
Meristem Family Wealth
Minnesota
$814K
RMDI
852
R.M. Davis Inc
Maine
$814K
JWCA
853
J.W. Coons Advisors
Ohio
$813K -$43K -948 -5%
9WM
854
9258 Wealth Management
Ohio
$809K
FPW
855
Flagship Private Wealth
Massachusetts
$805K +$40.9K +900 +6%
Chevy Chase Trust
856
Chevy Chase Trust
Maryland
$803K +$192K +4,230 +34%
WAOI
857
Wealth Advisors of Iowa
Iowa
$802K +$1.09K +24 +0.1%
HCM
858
Hengehold Capital Management
Ohio
$800K +$86.1K +1,896 +13%
TIA
859
Traphagen Investment Advisors
New Jersey
$790K +$28.3K +624 +4%
VFA
860
Valeo Financial Advisors
Indiana
$788K +$60.5K +1,332 +9%
CP
861
Capital Planning
Washington
$786K +$275K +6,066 +59%
LWA
862
Lenox Wealth Advisors
New York
$782K
DWP
863
Destiny Wealth Partners
Florida
$781K -$254K -5,604 -26%
BTW
864
Boston Trust Walden
Massachusetts
$777K +$445K +9,804 +152%
MA
865
Montag & Associates
Georgia
$767K
AF
866
Apexium Financial
Texas
$761K
CIA
867
Compass Ion Advisors
Pennsylvania
$757K -$31.3K -690 -4%
AWP
868
Abacus Wealth Partners
California
$755K +$3K +66 +0.4%
MWM
869
Madison Wealth Management
Ohio
$750K -$13.6K -300 -2%
VNA
870
Valley National Advisers
Pennsylvania
$742K +$13.6K +300 +2%
EW
871
Evoke Wealth
California
$741K +$248K +5,454 +54%
EE
872
EWG Elevate
California
$740K +$2.72K +60 +0.4%
Amundi
873
Amundi
France
$737K +$700K +15,408 New
PB
874
Pinnacle Bancorp
Nebraska
$732K -$70.6K -1,554 -9%
DIA
875
Davidson Investment Advisors
Montana
$729K +$693K +15,258 New

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.