We are live on ! Find out more
VUG icon

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
4.55%
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
SFA
876
Sequoia Financial Advisors
Ohio
$1.2M +$1.17M +22,500 New
JFGIW
877
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2M -$133K -2,556 -10%
MCM
878
Mainstay Capital Management
Michigan
$1.2M -$303K -5,820 -21%
WWM
879
Windsor Wealth Management
Indiana
$1.2M -$36.9K -708 -3%
TF
880
Trek Financial
Arizona
$1.2M -$32.8K -630 -3%
RFA
881
RTD Financial Advisors
Pennsylvania
$1.19M +$1.16M +22,224 New
CIBC World Market
882
CIBC World Market
Ontario, Canada
$1.17M +$91K +1,746 +9%
TDC
883
Thompson Davis & Co
Virginia
$1.17M +$1.14M +21,804 New
WFA
884
Wipfli Financial Advisors
Wisconsin
$1.16M -$208K -3,984 -15%
SAMT
885
Select Asset Management & Trust
Pennsylvania
$1.16M -$1.14M -21,834 -50%
WA
886
WESPAC Advisors
California
$1.16M +$106K +2,040 +10%
PWM
887
Perigon Wealth Management
California
$1.16M +$718K +13,782 +175%
CDIA
888
Capital Directions Investment Advisors
Georgia
$1.16M +$921K +17,676 +444%
EWM
889
EPG Wealth Management
Georgia
$1.15M +$66.6K +1,278 +6%
ECG
890
Edge Capital Group
Georgia
$1.15M
NCM
891
Northwest Capital Management
Oregon
$1.15M -$214K -4,116 -15%
MCM
892
MV Capital Management
Maryland
$1.15M
MA
893
Montag & Associates
Georgia
$1.14M
Kayne Anderson Rudnick Investment Management
894
Kayne Anderson Rudnick Investment Management
California
$1.14M -$29.4K -564 -3%
PGFC
895
Peapack-Gladstone Financial Corp
New Jersey
$1.14M +$105K +2,016 +11%
AWP
896
Abacus Wealth Partners
California
$1.13M +$294K +5,652 +36%
CIA
897
Capital Investment Advisors
Georgia
$1.12M -$26.3K -504 -2%
FMBTD
898
First Midwest Bank Trust Division
Illinois
$1.12M
BFC
899
Bedel Financial Consulting
Indiana
$1.12M
FPCG
900
Fort Pitt Capital Group
Pennsylvania
$1.11M

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,499 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.