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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
PCIA
901
Prime Capital Investment Advisors
Kansas
$1.11M +$625 +12 +0.1%
FFS
902
Founders Financial Securities
Maryland
$1.11M +$290K +5,568 +37%
ICG
903
InterOcean Capital Group
Tennessee
$1.1M -$46.9K -900 -4%
AWA
904
Alaska Wealth Advisors
Alaska
$1.1M +$84.4K +1,620 +9%
PFG
905
Pacific Financial Group
Washington
$1.1M -$73.5K -1,410 -6%
CFS
906
CRA Financial Services
New Jersey
$1.1M
SMG
907
Spectrum Management Group
Indiana
$1.1M
CT
908
Caldwell Trust
Florida
$1.09M -$60.6K -1,164 -5%
NAG
909
Northstar Advisory Group
New Jersey
$1.09M +$1.06M +20,298 New
ATPW
910
Ashton Thomas Private Wealth
Arizona
$1.08M +$28.4K +546 +3%
CWM
911
Circle Wealth Management
New Jersey
$1.07M
TCM
912
Tandem Capital Management
New Jersey
$1.07M +$5K +96 +0.5%
WA
913
Wealth Advisors
California
$1.06M -$10.9K -210 -1%
OWM
914
Orgel Wealth Management
Wisconsin
$1.06M -$78.1K -1,500 -7%
VFIC
915
Valley Forge Investment Consultants
Pennsylvania
$1.06M -$1.25K -24 -0.1%
CWM
916
Chemistry Wealth Management
New York
$1.06M +$1.03M +19,770 New
NLP
917
Next Level Private
New York
$1.06M +$1.03M +19,770 New
NB
918
Nicolet Bankshares
Wisconsin
$1.06M +$45.9K +882 +5%
SFS
919
Summit Financial Strategies
Ohio
$1.05M +$451K +8,652 +78%
EIA
920
Eldridge Investment Advisors
New Hampshire
$1.05M
JWCA
921
J.W. Coons Advisors
Ohio
$1.05M +$46.6K +894 +5%
DT
922
Diversified Trust
Tennessee
$1.04M -$31.3K -600 -3%
LF
923
Lantz Financial
Illinois
$1.04M
RRA
924
Round Rock Advisors
Connecticut
$1.03M +$1.01M +19,296 New
KPW
925
Kore Private Wealth
New York
$1.03M -$561K -10,776 -36%

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.