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Vanguard Growth ETF

1,428 hedge funds and large institutions have $50.3B invested in Vanguard Growth ETF in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 576 increasing their positions, 479 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

21% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $17.8M

20% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 479

2% more funds holding in top 10

Funds holding in top 10: 231236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,4151,428 (+13)

9.67% less ownership

Funds ownership: 379.85%370.18% (-9.7%)

Holders
1,428
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
25%
Holding in Top 10
236
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.16%
% of All Funds
4.13%
New
102
Increased
576
Reduced
479
Closed
61
Calls
$21.6M
Puts
$17.8M
Net Calls
+$3.71M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1001
FinTrust Capital Advisors
South Carolina
$513K +$18.8K +378 +4%
BFIM
1002
Beese Fulmer Investment Management
Ohio
$511K +$201K +4,038 +62%
GC
1003
GFG Capital
Florida
$509K -$65.7K -1,320 -11%
HWA
1004
Hilltop Wealth Advisors
North Carolina
$507K -$4.78K -96 -0.9%
AMCA
1005
Arthur M. Cohen & Associates
Illinois
$501K +$241K +4,848 +88%
FNT
1006
First National Trust
Pennsylvania
$498K -$7.76K -156 -1%
IA
1007
IFG Advisors
Missouri
$497K
PCMC
1008
Private Capital Management (Colorado)
Colorado
$497K +$7.17K +144 +1%
TA
1009
Tectonic Advisors
Texas
$496K -$107K -2,154 -17%
WT
1010
Washington Trust
Rhode Island
$494K
WA
1011
Wealthstar Advisors
Texas
$487K +$501K +10,068 New
EA
1012
Ellsworth Advisors
Ohio
$486K
AWM
1013
AAF Wealth Management
Massachusetts
$480K +$896 +18 +0.2%
BOS
1014
Bank of Stockton
California
$479K
CNC
1015
Canandaigua National Corp
New York
$479K
TP
1016
Tranquility Partners
Tennessee
$475K +$489K +9,828 New
WI
1017
Wintrust Investments
Illinois
$474K -$15.2K -306 -3%
GT
1018
Glenview Trust
Kentucky
$474K +$7.76K +156 +2%
HI
1019
Horizon Investments
North Carolina
$474K +$195K +3,924 +67%
IBOK
1020
Independence Bank of Kentucky
Kentucky
$469K
GWAG
1021
Garrett Wealth Advisory Group
Texas
$467K +$299 +6 +0.1%
TPA
1022
Trivium Point Advisory
Connecticut
$465K -$10.4K -210 -2%
RCM
1023
RNC Capital Management
California
$464K
CC
1024
Cannell & Co
New York
$464K +$478K +9,600 New
Chevy Chase Trust
1025
Chevy Chase Trust
Maryland
$463K -$360K -7,230 -43%

VUG Hedge Fund Activity: Q3 2021 in Review

1,428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2021, worth a combined $50.3B — up 1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VUG positions and 61 closed out — a net gain of 41 holders — while 576 added to existing stakes and 479 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $503M.

  • 1,428 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2021, up from 1,415 in Q2 2021.
  • Funds reported $50.3B of Vanguard Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
  • 102 funds opened new Vanguard Growth ETF positions in Q3 2021 and 61 closed out, a net change of +41 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $284M added.
  • The largest Vanguard Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2021.