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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
4.56%
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
MWA
76
Martel Wealth Advisors
Washington
$73.8M -$444K -8,532 -0.6%
MGIA
77
Moneta Group Investment Advisors
Missouri
$73.8M +$6.2M +119,070 +9%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$72.8M +$1.52M +29,106 +2%
WIC
79
Woodmont Investment Counsel
Tennessee
$71.1M +$5.46M +104,868 +9%
SWA
80
Strategies Wealth Advisors
Michigan
$70.2M +$68.4M +1,312,776 New
AI
81
Atria Investments
North Carolina
$68.4M -$2.3M -44,190 -3%
CA
82
Cambridge Associates
Massachusetts
$66.6M
CF
83
Corrigan Financial
Rhode Island
$66.2M -$927K -17,796 -1%
CM
84
Cornerstone Management
Georgia
$64.1M +$932K +17,898 +2%
AAS
85
Avantax Advisory Services
Texas
$63.4M +$2.48M +47,610 +4%
WLIM
86
White Lighthouse Investment Management
Massachusetts
$63M +$1.1M +21,048 +2%
US Bancorp
87
US Bancorp
Minnesota
$62.8M -$4.87M -93,450 -7%
CHP
88
Cable Hill Partners
Oregon
$62.4M -$2M -38,334 -3%
DWM
89
Destination Wealth Management
California
$62.3M -$1.54M -29,628 -2%
PPFA
90
Provida Pension Fund Administrator
Chile
$61.7M +$37.6M +721,032 +153%
RC
91
RegentAtlantic Capital
New Jersey
$61.6M -$3.28M -63,036 -5%
SF
92
Summit Financial
New Jersey
$60.8M -$136K -2,610 -0.2%
PWP
93
Principle Wealth Partners
Connecticut
$60M +$622K +11,940 +1%
HCC
94
Hirtle Callaghan & Co
Pennsylvania
$59.8M -$1.65M -31,602 -3%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$59M -$4.96M -95,220 -8%
ZCA
96
Zeke Capital Advisors
Pennsylvania
$58.1M -$2.46M -47,226 -4%
APA
97
American Portfolios Advisors
New York
$57.8M +$2.18M +41,928 +4%
CWM
98
Campbell Wealth Management
Virginia
$57.7M +$56.2M +1,078,992 New
JP Morgan Chase
99
JP Morgan Chase
New York
$57.3M +$8.98M +172,380 +19%
HWA
100
HCR Wealth Advisors
California
$57.1M +$5.46M +104,796 +11%

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,498 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.