We are live on ! Find out more
VUG icon

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
4.55%
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
MFW
976
Meristem Family Wealth
Minnesota
$889K -$19.1K -366 -2%
CP
977
Capital Planning
Washington
$889K +$32.2K +618 +4%
KA
978
Klingman & Associates
New York
$888K
TFS
979
Thoroughbred Financial Services
Tennessee
$884K +$215K +4,128 +33%
WP
980
WealthPLAN Partners
Nebraska
$877K +$102K +1,950 +12%
SIS
981
SVB Investment Services
Utah
$870K -$183K -3,504 -18%
SFG
982
StrategIQ Financial Group
Indiana
$867K +$606K +11,640 +255%
LWA
983
Lenox Wealth Advisors
New York
$865K -$6.56K -126 -0.8%
FF
984
Financial Futures
New Jersey
$865K +$843K +16,182 New
AF
985
Apexium Financial
Texas
$858K +$6.25K +120 +0.8%
IP
986
Intellectus Partners
California
$857K -$156K -3,000 -16%
PSF
987
Pacific Sun Financial
California
$857K +$1.88K +36 +0.2%
CCFM
988
Clear Creek Financial Management
Washington
$856K -$9.32M -178,884 -92%
CA
989
Claro Advisors
Massachusetts
$851K +$107K +2,052 +15%
TIA
990
Traphagen Investment Advisors
New Jersey
$850K
VNA
991
Valley National Advisers
Pennsylvania
$842K +$11.6K +222 +1%
EE
992
EWG Elevate
California
$840K -$3.09M -59,238 -79%
MWM
993
Madison Wealth Management
Ohio
$840K +$313 +6 +0%
GEA
994
Glen Eagle Advisors
New Jersey
$836K +$92.5K +1,776 +13%
DJSG
995
D.J. St. Germain
Massachusetts
$830K -$14.4K -276 -2%
EW
996
Evoke Wealth
California
$829K
G
997
GenTrust
Florida
$828K -$49.1K -942 -5%
MFS
998
McNamara Financial Services
Massachusetts
$823K +$9.38K +180 +1%
PB
999
Pinnacle Bancorp
Nebraska
$820K +$625 +12 +0.1%
AWA
1000
ARQ Wealth Advisors
Arizona
$813K

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,499 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.