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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
AA
1001
Ancora Advisors
Ohio
$813K +$168K +3,234 +27%
HIS
1002
Horizon Investment Services
Indiana
$811K +$10.6K +204 +1%
SFG
1003
Sovereign Financial Group
Connecticut
$811K +$560K +10,746 +243%
HI
1004
Horizon Investments
North Carolina
$803K +$271K +5,208 +53%
AR
1005
Apeiron RIA
Texas
$802K +$781K +14,994 New
CAG
1006
Compass Advisory Group
New York
$801K +$474K +9,102 +155%
FWM
1007
Focused Wealth Management
New York
$800K
RA
1008
Riversedge Advisors
Delaware
$800K +$513K +9,846 +193%
MWM
1009
Marion Wealth Management
Pennsylvania
$799K +$779K +14,946 New
TT
1010
TI-Trust
Illinois
$799K +$779K +14,946 New
FWM
1011
Fingerlakes Wealth Management
New York
$799K +$780K +14,982 New
OWA
1012
One Wealth Advisors
California
$795K -$138K -2,646 -15%
MWM
1013
Maltin Wealth Management
New Jersey
$795K +$938 +18 +0.1%
CWM
1014
Collaborative Wealth Management
Florida
$793K +$773K +14,832 New
SIMG
1015
Sonora Investment Management Group
Arizona
$786K +$765K +14,688 New
TCM
1016
Twele Capital Management
Minnesota
$782K -$18.8K -360 -2%
RFA
1017
Reilly Financial Advisors
California
$776K -$10.3K -198 -1%
OPA
1018
Old Port Advisors
Maine
$776K +$31.9K +612 +4%
PFG
1019
PAX Financial Group
Texas
$774K +$19.1K +366 +3%
KFA
1020
Kelleher Financial Advisors
New York
$769K -$344K -6,594 -31%
FNWM
1021
Financial Network Wealth Management
Utah
$767K -$21.9K -420 -3%
MAA
1022
Matrix Asset Advisors
New York
$764K
WA
1023
WBH Advisory
Maryland
$763K +$82.5K +1,584 +12%
IFAM
1024
Institutional & Family Asset Management
Colorado
$760K -$199K -3,828 -21%
ST
1025
Sabal Trust
Florida
$757K +$34.1K +654 +5%

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.