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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
WIC
76
Woodmont Investment Counsel
Tennessee
$69.7M +$5.84M +123,552 +9%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$68.8M +$15.7M +331,080 +30%
OPS
78
Orion Portfolio Solutions
Nebraska
$68.6M -$7.02M -148,326 -9%
PW
79
Peninsula Wealth
California
$68.6M +$576K +12,180 +0.9%
MWA
80
Martel Wealth Advisors
Washington
$67.7M +$1.51M +31,842 +2%
ZCA
81
Zeke Capital Advisors
Pennsylvania
$63.2M +$11M +233,490 +22%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$63.1M +$6.19M +130,938 +11%
CFB
83
Cullen/Frost Bankers
Texas
$62.5M +$21.8M +461,568 +55%
AAS
84
Avantax Advisory Services
Texas
$61.9M +$5.02M +106,056 +9%
WLIM
85
White Lighthouse Investment Management
Massachusetts
$61.8M +$5.29M +111,768 +9%
CM
86
Cornerstone Management
Georgia
$60.9M +$3.42M +72,204 +6%
AI
87
Atria Investments
North Carolina
$59.7M -$1.6M -33,924 -3%
CF
88
Corrigan Financial
Rhode Island
$58.8M -$453K -9,582 -0.8%
PWP
89
Principle Wealth Partners
Connecticut
$58.6M +$4.8M +101,478 +9%
AWM
90
Avior Wealth Management
Nebraska
$58.1M +$7.46M +157,710 +15%
CA
91
Cambridge Associates
Massachusetts
$57.5M -$2.15M -45,414 -4%
APA
92
American Portfolios Advisors
New York
$56.7M +$4.86M +102,780 +10%
SF
93
Summit Financial
New Jersey
$55.3M +$854K +18,060 +2%
HCC
94
Hirtle Callaghan & Co
Pennsylvania
$53.9M +$354K +7,482 +0.7%
CWM
95
Campbell Wealth Management
Virginia
$52.2M +$442K +9,336 +0.9%
US Bancorp
96
US Bancorp
Minnesota
$51.9M -$4.39M -92,712 -8%
William Blair & Company
97
William Blair & Company
Illinois
$50.6M +$2.63M +55,704 +6%
RC
98
RegentAtlantic Capital
New Jersey
$50.5M -$4.57M -96,606 -8%
Bessemer Group
99
Bessemer Group
New Jersey
$50.2M +$5.6M +118,386 +13%
CW
100
CreativeOne Wealth
Kansas
$49.5M +$5.2M +109,848 +12%

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.