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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
FWIA
1001
Fort Washington Investment Advisors
Ohio
$492K +$8.45K +186 +2%
TWA
1002
TCI Wealth Advisors
Arizona
$492K +$51.8K +1,140 +12%
IA
1003
IFG Advisors
Missouri
$491K +$466K +10,272 New
FCA
1004
FinTrust Capital Advisors
South Carolina
$489K +$140K +3,090 +43%
ACI
1005
Alpha Cubed Investments
California
$488K -$148K -3,252 -24%
GCMG
1006
Gyroscope Capital Management Group
Florida
$488K – – –
MYIA
1007
Mount Yale Investment Advisors
Colorado
$488K – – –
WT
1008
Washington Trust
Rhode Island
$488K – – –
EWA
1009
Encompass Wealth Advisors
Oregon
$486K +$27.2K +600 +6%
PCMC
1010
Private Capital Management (Colorado)
Colorado
$485K +$22.6K +498 +5%
WI
1011
Wintrust Investments
Illinois
$484K -$3.27K -72 -0.7%
22CM
1012
20/20 Capital Management
California
$484K +$272 +6 +0.1%
PFM
1013
Parsec Financial Management
North Carolina
$481K – – –
EA
1014
Ellsworth Advisors
Ohio
$480K +$18K +396 +4%
GGS
1015
Galvin Gaustad & Stein
Arizona
$478K -$8.17K -180 -2%
AWM
1016
AAF Wealth Management
Massachusetts
$474K +$272 +6 +0.1%
RFN
1017
RDA Financial Network
Iowa
$474K +$15K +330 +3%
MGWM
1018
Marks Group Wealth Management
Minnesota
$473K -$10.1K -222 -2%
BOS
1019
Bank of Stockton
California
$473K – – –
CNC
1020
Canandaigua National Corp
New York
$473K – – –
SC
1021
Schoolcraft Capital
Colorado
$471K -$49K -1,080 -10%
IHWM
1022
Iron Horse Wealth Management
Iowa
$466K -$272 -6 -0.1%
IBOK
1023
Independence Bank of Kentucky
Kentucky
$464K – – –
Principal Financial Group
1024
Principal Financial Group
Iowa
$463K +$439K +9,678 New
GWAG
1025
Garrett Wealth Advisory Group
Texas
$461K -$14.4K -318 -3%
39 40
41
42 43

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.