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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
TSA
926
Tri-Star Advisors
Texas
$634K -$3.88K -78 -0.6%
Principal Financial Group
927
Principal Financial Group
Iowa
$634K +$171K +3,444 +36%
LSA
928
L & S Advisors
California
$633K
TA
929
TruWealth Advisors
Louisiana
$633K
CCM
930
Carlson Capital Management
Minnesota
$627K
FFA
931
Founders Financial Alliance
North Carolina
$625K
OBWP
932
O'Brien Wealth Partners
Massachusetts
$624K -$8.36K -168 -1%
SAM
933
S.A. Mason
Michigan
$623K
BFS
934
Beacon Financial Strategies
North Carolina
$621K +$299 +6 +0%
CHA
935
Carmichael Hill & Associates
Maryland
$618K -$2.99K -60 -0.5%
BA
936
Ballast Advisors
Minnesota
$615K -$29.6K -594 -4%
GM
937
Granger Management
New York
$615K
AIC
938
Archer Investment Corporation
Indiana
$614K -$49K -984 -7%
CS
939
Capital Square
Tennessee
$614K
WA
940
WBH Advisory
Maryland
$613K
SSC
941
Syverson Strege & Co
Iowa
$612K
SFWC
942
Strategic Family Wealth Counselors
New Jersey
$609K +$299 +6 +0%
BWAM
943
Boyd Watterson Asset Management
Ohio
$606K -$2.99K -60 -0.5%
HWM
944
Hemington Wealth Management
Virginia
$606K -$299 -6 -0%
KPWG
945
KFA Private Wealth Group
Virginia
$606K +$15.5K +312 +3%
CTA
946
Colonial Trust Advisors
South Carolina
$601K +$32.8K +660 +6%
AAS
947
Annex Advisory Services
Wisconsin
$601K +$35.5K +714 +6%
TFS
948
Thoroughbred Financial Services
Tennessee
$600K +$12.2K +246 +2%
WTC
949
WhitTier Trust Company
Nevada
$599K -$299 -6 -0%
FSC
950
Full Sail Capital
Oklahoma
$599K

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.