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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
KMWM
901
Keudell/Morrison Wealth Management
Oregon
$655K -$25.3K -558 -4%
AIC
902
Archer Investment Corporation
Indiana
$654K +$165K +3,642 +36%
PFG
903
PAX Financial Group
Texas
$649K +$3.27K +72 +0.5%
CA
904
Claro Advisors
Massachusetts
$646K
RWM
905
Ritholtz Wealth Management
New York
$644K +$27.2K +600 +5%
LFA
906
Legend Financial Advisors
Pennsylvania
$642K +$609K +13,422 New
WTFG
907
Wells Trecaso Financial Group
Ohio
$641K
OBWP
908
O'Brien Wealth Partners
Massachusetts
$638K -$1.91K -42 -0.3%
BA
909
Ballast Advisors
Minnesota
$637K -$21.8K -480 -3%
ML
910
McAdam LLC
Pennsylvania
$636K +$89.4K +1,968 +18%
CIA
911
Cohen Investment Advisors
New Hampshire
$634K -$50.1K -1,104 -8%
AA
912
Ancora Advisors
Ohio
$633K -$56.4K -1,242 -9%
SIM
913
Sonora Investment Management
Arizona
$633K -$12K -264 -2%
WA
914
WBH Advisory
Maryland
$633K +$40.9K +900 +8%
AWCI
915
Alpine Woods Capital Investors
New York
$631K
OPA
916
Old Port Advisors
Maine
$627K +$177K +3,894 +44%
TA
917
TruWealth Advisors
Louisiana
$626K -$8.17K -180 -1%
LSA
918
L & S Advisors
California
$626K
HIS
919
Horizon Investment Services
Indiana
$626K +$81.7K +1,800 +16%
PFGIA
920
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$122K +2,676 +26%
CCM
921
Carlson Capital Management
Minnesota
$619K -$129K -2,844 -18%
TAM
922
Townsend Asset Management
North Carolina
$618K +$67.6K +1,488 +13%
FFA
923
Founders Financial Alliance
North Carolina
$618K +$187K +4,110 +47%
ADL
924
Asset Dedication LLC
California
$617K +$375K +8,250 +177%
FG
925
Fiduciary Group
Georgia
$616K +$75.2K +1,656 +15%

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.