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Vanguard Growth ETF
VUG

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209 → 231 (+22)

4% more funds holding

Funds holding: 1,358 → 1,415 (+57)

3.5% more ownership

Funds ownership: 376.34% → 379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$261M
2
KFS
Kelly Financial Services
Massachusetts
+$221M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$158M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$120M
5
EH
Equitable Holdings
New York
+$107M

Top Sellers

Rank Fund Capital Flow
1
RC
RegentAtlantic Capital
New Jersey
-$119M
2
SMM
Stadion Money Management
Georgia
-$72.5M
3
MIS
Morningstar Investment Services
Illinois
-$70.6M
4
CWM
Campbell Wealth Management
Virginia
-$57.2M
5
FP
Financial Perspectives
Minnesota
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Accel Wealth Management
Iowa
$532K +$98.6K +2,172 +24%
SWA
977
SFMG Wealth Advisors
Texas
$531K +$19.3K +426 +4%
HAS
978
HBW Advisory Services
California
$531K +$159K +3,504 +46%
BCP
979
Berkeley Capital Partners
Georgia
$530K +$3.27K +72 +0.7%
SFS
980
Summit Financial Strategies
Ohio
$529K +$503K +11,070 New
FFWA
981
FRG Family Wealth Advisors
Washington
$527K – – –
SIA
982
SkyView Investment Advisors
New Jersey
$526K – – –
CCMD
983
Cypress Capital Management (Delaware)
Delaware
$524K – – –
NPI
984
New Perspectives Inc
Mississippi
$522K +$496K +10,914 New
FHC
985
First Horizon Corporation
Tennessee
$520K -$120K -2,640 -20%
FDS
986
Freedom Day Solutions
Texas
$520K +$494K +10,884 New
XF
987
XML Financial
Maryland
$518K +$272 +6 +0.1%
NCM
988
Narwhal Capital Management
Georgia
$516K – – –
BWM
989
BerganKDV Wealth Management
Minnesota
$514K +$74.7K +1,644 +18%
ACM
990
Ategra Capital Management
Virginia
$512K +$545 +12 +0.1%
RWM
991
RKL Wealth Management
Pennsylvania
$511K -$638K -14,040 -57%
KA
992
Klingman & Associates
New York
$511K -$41.1K -906 -8%
BOS
993
Bingham Osborn & Scarborough
California
$511K – – –
EWM
994
Executive Wealth Management
Michigan
$507K +$1.09K +24 +0.2%
AWM
995
Accurate Wealth Management
Florida
$506K +$481K +10,584 New
HWA
996
Hilltop Wealth Advisors
North Carolina
$505K -$2.72K -60 -0.6%
CFO
997
CVA Family Office
Colorado
$502K -$150K -3,300 -24%
CIAS
998
Capital Investment Advisory Services
North Carolina
$502K -$54.2K -1,194 -10%
FNT
999
First National Trust
Pennsylvania
$500K – – –
B
1000
Brightworth
Georgia
$497K – – –
38 39
40
41 42

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.