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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
Jennison Associates
951
Jennison Associates
New York
$598K +$615K +12,366 New
TF
952
TimeScale Financial
Massachusetts
$597K +$299 +6 +0%
BAM
953
Berkshire Asset Management
Pennsylvania
$594K -$8.36K -168 -1%
RWM
954
Ritholtz Wealth Management
New York
$593K -$60.6K -1,218 -9%
FWM
955
Fairhaven Wealth Management
Illinois
$592K +$235K +4,722 +63%
CWP
956
Corepath Wealth Partners
Arizona
$590K
DBRC
957
D.B. Root & Company
Pennsylvania
$588K +$7.76K +156 +1%
QCG
958
Quadrant Capital Group
Ohio
$586K -$14.9K -300 -2%
CMO
959
Covenant Multifamily Offices
Texas
$586K +$280K +5,622 +87%
BFG
960
Bouchey Financial Group
New York
$582K
AA
961
Ancora Advisors
Ohio
$579K -$63.6K -1,278 -10%
TNB
962
Thomasville National Bank
Georgia
$576K -$14.6K -294 -2%
EGWAG
963
Elwood & Goetz Wealth Advisory Group
Georgia
$576K -$8.06K -162 -1%
MGWM
964
Marks Group Wealth Management
Minnesota
$569K +$93.8K +1,884 +19%
RF
965
RHS Financial
California
$568K
AUB
966
Atlantic Union Bankshares
Virginia
$566K
CBN
967
Cadence Bank NA
Texas
$565K -$2.69K -54 -0.5%
BWA
968
Beam Wealth Advisors
Louisiana
$563K -$60.9K -1,224 -10%
AWM
969
Accurate Wealth Management
Florida
$555K +$35.8K +720 +7%
AGA
970
Arkos Global Advisors
Texas
$553K -$11.9K -240 -2%
Susquehanna International Group
971
Susquehanna International Group
Pennsylvania
$552K -$10.4M -208,248 -95%
FG
972
Fiduciary Group
Georgia
$550K -$87.5K -1,758 -14%
ML
973
McAdam LLC
Pennsylvania
$550K -$70.5K -1,416 -11%
WDG
974
Wealth Dimensions Group
Ohio
$549K -$3.88K -78 -0.7%
WTFG
975
Wells Trecaso Financial Group
Ohio
$547K -$105K -2,100 -16%

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.