VUG icon

Vanguard Growth ETF
VUG

Overview Fund Activity

1,670 hedge funds and large institutions have $56.1B invested in Vanguard Growth ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 587 increasing their positions, 496 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,670
Holders Change
+247
Holders Change %
+17.36%
% 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
4.57%
New
330
Increased
587
Reduced
496
Closed
59
Calls
$32.7M
Puts
$43.8M
Net Calls
-$11.2M
Net Calls Change
-$14.9M

Top Buyers

1
CIAS
CBIZ Investment Advisory Services
Ohio
+$209M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$95M
3
ETC
Exchange Traded Concepts
Oklahoma
+$86.8M
4
CTC
Central Trust Company
Missouri
+$73M
5
CWM
Campbell Wealth Management
Virginia
+$57.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$972M
2
Cerity Partners
Cerity Partners
New York
-$282M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$82.8M
4
PAG
Private Advisor Group
New Jersey
-$62.1M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1001
Horizon Investments
North Carolina
$803K +$279K +868 +53%
AR
1002
Apeiron RIA
Texas
$802K +$802K +2,499 New
CAG
1003
Compass Advisory Group
New York
$801K +$487K +1,517 +155%
FWM
1004
Focused Wealth Management
New York
$800K – – –
RA
1005
Riversedge Advisors
Delaware
$800K +$527K +1,641 +193%
TT
1006
TI-Trust
Illinois
$799K +$799K +2,491 New
MWM
1007
Marion Wealth Management
Pennsylvania
$799K +$799K +2,491 New
FWM
1008
Fingerlakes Wealth Management
New York
$799K +$799K +2,497 New
OWA
1009
One Wealth Advisors
California
$795K -$141K -441 -15%
MWM
1010
Maltin Wealth Management
New Jersey
$795K +$963 +3 +0.1%
CWM
1011
Collaborative Wealth Management
Florida
$793K +$793K +2,472 New
SIMG
1012
Sonora Investment Management Group
Arizona
$786K +$786K +2,448 New
TCM
1013
Twele Capital Management
Minnesota
$782K -$19.3K -60 -2%
RFA
1014
Reilly Financial Advisors
California
$776K -$10.6K -33 -1%
OPA
1015
Old Port Advisors
Maine
$776K +$31.4K +102 +4%
PFG
1016
PAX Financial Group
Texas
$774K +$19.6K +61 +3%
KFA
1017
Kelleher Financial Advisors
New York
$769K -$352K -1,099 -31%
FNWM
1018
Financial Network Wealth Management
Utah
$767K -$22.5K -70 -3%
MAA
1019
Matrix Asset Advisors
New York
$764K – – –
WA
1020
WBH Advisory
Maryland
$763K +$84.7K +264 +12%
IFAM
1021
Institutional & Family Asset Management
Colorado
$760K -$205K -638 -21%
ST
1022
Sabal Trust
Florida
$757K +$35K +109 +5%
MWA
1023
Meridian Wealth Advisors
Texas
$755K – – –
OMC
1024
Overbrook Management Corp
New York
$751K +$751K +2,341 New
FB
1025
First Bancorp
Maine
$748K +$18.3K +57 +3%
39 40
41
42 43