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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
23.84%
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
EWA
1001
Encompass Wealth Advisors
Oregon
$429K
GWAG
1002
Garrett Wealth Advisory Group
Texas
$427K +$513 +12 +0.1%
OFG
1003
Oxford Financial Group
Indiana
$426K
CMA
1004
Cedar Mountain Advisors
Oregon
$426K +$37.2K +870 +10%
AWM
1005
AAF Wealth Management
Massachusetts
$425K -$257 -6 -0.1%
BOS
1006
Bank of Stockton
California
$424K -$25.7K -600 -6%
CNC
1007
Canandaigua National Corp
New York
$424K +$21.8K +510 +5%
CS
1008
Credit Suisse
Switzerland
$420K -$870K -20,346 -68%
OA
1009
Oxbow Advisors
Texas
$418K -$38.5K -900 -8%
IHWM
1010
Iron Horse Wealth Management
Iowa
$418K +$257 +6 +0.1%
IBOK
1011
Independence Bank of Kentucky
Kentucky
$416K
TC
1012
Telemus Capital
Michigan
$414K -$4.88K -114 -1%
EA
1013
Ellsworth Advisors
Ohio
$414K +$413K +9,654 New
FHB
1014
First Hawaiian Bank
Hawaii
$414K +$413K +9,654 New
PCMC
1015
Private Capital Management (Colorado)
Colorado
$413K -$39.8K -930 -9%
RCM
1016
RNC Capital Management
California
$411K -$19.5K -456 -5%
RFN
1017
RDA Financial Network
Iowa
$411K +$51.9K +1,212 +14%
CBT
1018
Capital Bank & Trust
California
$410K -$89.6K -2,094 -18%
TA
1019
TFG Advisers
Michigan
$409K -$2.57K -60 -0.6%
EFSCE
1020
Enterprise Financial Services Corp (EFSC)
Missouri
$403K -$12.6K -294 -3%
PO
1021
Private Ocean
California
$403K
SHA
1022
Seneca House Advisors
Virginia
$402K -$172K -4,026 -30%
SWM
1023
SigFig Wealth Management
California
$400K +$195K +4,566 +96%
PWW
1024
Pettyjohn Wood & White
Virginia
$399K
FIM
1025
FWL Investment Management
Texas
$398K

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,696 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.