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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
AF
876
Apexium Financial
Texas
$770K
TIA
877
Traphagen Investment Advisors
New Jersey
$769K -$31.1K -624 -4%
DJSG
878
D.J. St. Germain
Massachusetts
$764K +$31.9K +642 +4%
MWM
879
Madison Wealth Management
Ohio
$759K
VNA
880
Valley National Advisers
Pennsylvania
$751K +$299 +6 +0%
AWP
881
Abacus Wealth Partners
California
$750K -$13.4K -270 -2%
EW
882
Evoke Wealth
California
$749K
AWM
883
Accel Wealth Management
Iowa
$743K +$210K +4,224 +38%
PB
884
Pinnacle Bancorp
Nebraska
$741K +$299 +6 +0%
PCH
885
PGIM Custom Harvest
New Jersey
$741K +$763K +15,330 New
MFS
886
McNamara Financial Services
Massachusetts
$736K +$16.4K +330 +2%
AWA
887
ARQ Wealth Advisors
Arizona
$735K
PIA
888
Pinion Investment Advisors
Kansas
$734K +$46.9K +942 +7%
FFS
889
Founders Financial Securities
Maryland
$734K +$381K +7,656 +102%
KMWM
890
Keudell/Morrison Wealth Management
Oregon
$729K +$67.8K +1,362 +10%
TCM
891
Twele Capital Management
Minnesota
$724K -$197K -3,954 -21%
FWM
892
Focused Wealth Management
New York
$723K
HIS
893
Horizon Investment Services
Indiana
$723K +$92K +1,848 +14%
MWM
894
Maltin Wealth Management
New Jersey
$718K +$597 +12 +0.1%
DSC
895
Duncker Streett & Co
Missouri
$715K
FNWM
896
Financial Network Wealth Management
Utah
$714K +$41.8K +840 +6%
DA
897
Doliver Advisors
Texas
$714K +$735K +14,772 New
RFA
898
Reilly Financial Advisors
California
$711K +$133K +2,664 +22%
NS
899
Newman & Schimel
Illinois
$711K +$296K +5,958 +68%
SIM
900
Sonora Investment Management
Arizona
$710K +$71.7K +1,440 +11%

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.