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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
AWA
876
ARQ Wealth Advisors
Arizona
$727K
DJSG
877
D.J. St. Germain
Massachusetts
$724K -$11.2K -246 -2%
Loomis, Sayles & Company
878
Loomis, Sayles & Company
Massachusetts
$720K -$1.41M -31,116 -67%
ACM
879
Allred Capital Management
Texas
$718K +$545 +12 +0.1%
FWM
880
Focused Wealth Management
New York
$715K +$9.54K +210 +1%
ARC
881
Advisor Resource Council
Texas
$713K +$678K +14,922 New
MFS
882
McNamara Financial Services
Massachusetts
$712K +$15.8K +348 +2%
MWM
883
Maltin Wealth Management
New Jersey
$709K +$41.4K +912 +7%
DSC
884
Duncker Streett & Co
Missouri
$707K -$13.9K -306 -2%
BBNA
885
Bremer Bank National Association
Minnesota
$707K +$30.2K +666 +5%
PSUF
886
People's United Financial
Connecticut
$704K -$98.4K -2,166 -13%
PP
887
Patten & Patten
Tennessee
$697K +$124K +2,730 +23%
PCIA
888
Prime Capital Investment Advisors
Kansas
$697K +$662K +14,574 New
WP
889
WealthPLAN Partners
Nebraska
$695K -$20.7K -456 -3%
KFA
890
Kelleher Financial Advisors
New York
$687K -$299K -6,594 -31%
PIA
891
Pinion Investment Advisors
Kansas
$680K +$646K +14,232 New
CWC
892
Carolinas Wealth Consulting
North Carolina
$674K +$9.26K +204 +1%
BRC
893
BHF RG Capital
Arizona
$673K -$67K -1,476 -10%
LWAC
894
Laurel Wealth Advisors (California)
California
$666K -$109K -2,406 -15%
FNWM
895
Financial Network Wealth Management
Utah
$666K -$3.81K -84 -0.6%
ZF
896
Zhang Financial
Michigan
$665K -$24.5K -540 -4%
FSA
897
Fort Sheridan Advisors
Illinois
$663K +$7.36K +162 +1%
WCM
898
Windsor Capital Management
Arizona
$661K +$5.99K +132 +1%
MWM
899
Merriman Wealth Management
Washington
$657K -$2.78M -61,236 -82%
DT
900
Diversified Trust
Tennessee
$657K

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 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.