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Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Marion Wealth Management
Pennsylvania
$716K
MWM
1002
Maltin Wealth Management
New Jersey
$713K +$568 +12 +0.1%
IFAM
1003
Institutional & Family Asset Management
Colorado
$713K +$31.5K +666 +5%
TW
1004
TrinityPoint Wealth
Connecticut
$712K +$512K +10,818 +268%
DJSG
1005
D.J. St. Germain
Massachusetts
$710K -$33.5K -708 -5%
OPA
1006
Old Port Advisors
Maine
$709K -$18.2K -384 -3%
HPC
1007
HM Payson & Co
Maine
$708K +$370K +7,824 +113%
VWM
1008
Valley Wealth Managers
New Jersey
$705K -$114K -2,412 -14%
Winslow Capital Management
1009
Winslow Capital Management
Minnesota
$704K +$211K +4,464 +44%
KWS
1010
Keystone Wealth Services
California
$700K -$773K -16,350 -53%
HIS
1011
Horizon Investment Services
Indiana
$700K -$26.4K -558 -4%
OWA
1012
One Wealth Advisors
California
$698K -$14.5K -306 -2%
GT
1013
Glenview Trust
Kentucky
$694K +$237K +5,016 +53%
MAA
1014
Matrix Asset Advisors
New York
$693K +$8.23K +174 +1%
APS
1015
American Planning Services
Florida
$692K -$2.97M -62,850 -81%
FNWM
1016
Financial Network Wealth Management
Utah
$687K -$568 -12 -0.1%
FSA
1017
Fort Sheridan Advisors
Illinois
$687K +$21.6K +456 +3%
MWA
1018
Meridian Wealth Advisors
Texas
$676K
SIG
1019
Stonegate Investment Group
Alabama
$674K +$160K +3,390 +32%
TCM
1020
Twele Capital Management
Minnesota
$673K -$27K -570 -4%
OMC
1021
Overbrook Management Corp
New York
$673K
HA
1022
Herold Advisors
New York
$669K
WAOI
1023
Wealth Advisors of Iowa
Iowa
$668K +$166K +3,510 +34%
LWA
1024
Lenox Wealth Advisors
New York
$667K -$86.6K -1,830 -11%
VCP
1025
Verus Capital Partners
Arizona
$667K +$679K +14,352 New

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.