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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.85%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Corrigan Financial
Rhode Island
$56M -$5.37M -125,580 -9%
BDF
77
Balasa Dinverno & Foltz
$55.6M +$2.98M +69,648 +6%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$54M +$12.5M +291,912 +30%
DWM
79
Destination Wealth Management
California
$53M -$1.62M -37,962 -3%
HCC
80
Hirtle Callaghan & Co
Pennsylvania
$52M -$1.58M -37,032 -3%
CM
81
Cornerstone Management
Georgia
$51.6M +$1.09M +25,362 +2%
WLIM
82
White Lighthouse Investment Management
Massachusetts
$47.5M +$1.48M +34,680 +3%
MGIA
83
Moneta Group Investment Advisors
Missouri
$47.1M +$26.7M +624,690 +131%
SF
84
Summit Financial
New Jersey
$46.9M +$11K +258 +0%
CA
85
Cambridge Associates
Massachusetts
$46.8M -$6.13M -143,364 -12%
Vanguard Group
86
Vanguard Group
Pennsylvania
$46.7M -$59M -1,378,494 -56%
WIC
87
Woodmont Investment Counsel
Tennessee
$45.9M +$1.76M +41,070 +4%
PWP
88
Principle Wealth Partners
Connecticut
$45.6M -$1.09M -25,500 -2%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$44.7M -$8.84M -206,592 -17%
AAS
90
Avantax Advisory Services
Texas
$44M -$9M -210,288 -17%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$43.5M +$41.7M +974,736 +15,576%
ME
92
McIlrath & Eck
Washington
$43.3M -$2.61M -61,026 -6%
AllianceBernstein
93
AllianceBernstein
Tennessee
$43.1M +$29.3M +683,904 +213%
ZCA
94
Zeke Capital Advisors
Pennsylvania
$42.9M +$4.01M +93,828 +10%
GC
95
Grimes & Company
Massachusetts
$42.8M -$507K -11,844 -1%
BMM
96
Berkshire Money Management
Massachusetts
$41.9M +$591K +13,812 +1%
AI
97
Atria Investments
North Carolina
$41.9M +$2.53M +59,130 +6%
SQA
98
Simon Quick Advisors
New Jersey
$41.8M -$570K -13,320 -1%
SPIA
99
Steward Partners Investment Advisory
New York
$41.7M +$13.2M +308,688 +46%
HWA
100
HCR Wealth Advisors
California
$41.6M +$76.2K +1,782 +0.2%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.