We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
G
951
GenTrust
Florida
$812K
CIA
952
Compass Ion Advisors
Pennsylvania
$812K +$851 +18 +0.1%
RWA
953
Redhawk Wealth Advisors
Minnesota
$811K -$39.7K -840 -5%
CAG
954
Crestwood Advisors Group
Massachusetts
$809K -$48.2K -1,020 -6%
ANTB
955
AMG National Trust Bank
Colorado
$807K -$60.2K -1,272 -7%
SFS
956
Summit Financial Strategies
Ohio
$800K -$143K -3,030 -15%
EW
957
Evoke Wealth
California
$798K +$53.9K +1,140 +7%
KA
958
Klingman & Associates
New York
$794K -$1.7K -36 -0.2%
BPWM
959
Badgley Phelps Wealth Managers
Washington
$794K +$443K +9,372 +130%
CP
960
Capital Planning
Washington
$793K -$3.41K -72 -0.4%
AWM
961
Aspire Wealth Management
Massachusetts
$793K +$521K +11,022 +199%
SIMG
962
Sonora Investment Management Group
Arizona
$792K +$86.8K +1,836 +13%
SWM
963
SFG Wealth Management
Maryland
$790K -$11.6K -246 -1%
WWM
964
Windsor Wealth Management
Indiana
$788K -$260K -5,502 -24%
ZF
965
Zhang Financial
Michigan
$785K +$116K +2,454 +18%
AIP
966
Almanack Investment Partners
Pennsylvania
$779K -$82.6K -1,746 -10%
AF
967
Apexium Financial
Texas
$779K -$1.7K -36 -0.2%
APW
968
Atlantic Private Wealth
North Carolina
$777K -$8.26M -174,666 -92%
SIS
969
SVB Investment Services
Utah
$777K
SFG
970
StrategIQ Financial Group
Indiana
$777K +$284 +6 +0%
CGA
971
Crescent Grove Advisors
Illinois
$774K -$61K -1,290 -7%
HTC
972
Haverford Trust Company
Pennsylvania
$773K +$411K +8,688 +117%
GC
973
GFG Capital
Florida
$768K +$260K +5,490 +52%
CCFM
974
Clear Creek Financial Management
Washington
$759K -$8.51K -180 -1%
KFA
975
Kelleher Financial Advisors
New York
$757K +$66.7K +1,410 +10%

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.