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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.84%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1026
Valley Wealth Managers
New Jersey
$398K
VCM
1027
Vision Capital Management
Oregon
$396K +$8.21K +192 +2%
DE
1028
Day & Ennis
Georgia
$394K +$257 +6 +0.1%
TWA
1029
TCI Wealth Advisors
Arizona
$393K
MAM
1030
McLean Asset Management
Virginia
$391K
BWM
1031
BerganKDV Wealth Management
Minnesota
$390K +$47.5K +1,110 +14%
Schroder Investment Management Group
1032
Schroder Investment Management Group
United Kingdom
$389K +$388K +9,078 New
AC
1033
Avestar Capital
New York
$388K -$3.01M -70,398 -89%
GT
1034
Glenview Trust
Kentucky
$387K +$139K +3,258 +56%
FBFS
1035
First Business Financial Services
Wisconsin
$386K
AWM
1036
Accel Wealth Management
Iowa
$384K +$29K +678 +8%
HC
1037
Hoese & Co
Minnesota
$383K +$382K +8,940 New
FFA
1038
Founders Financial Alliance
North Carolina
$382K -$1.54K -36 -0.4%
OPA
1039
Old Port Advisors
Maine
$382K +$138K +3,222 +57%
RP
1040
Rowlandmiller & Partners
Georgia
$379K +$3.08K +72 +0.8%
MWC
1041
MKD Wealth Coaches
Michigan
$376K
BOTW
1042
Bank of the West
California
$374K
WCFA
1043
Walkner Condon Financial Advisors
Wisconsin
$374K +$374K +8,736 New
GEA
1044
Glen Eagle Advisors
New Jersey
$374K +$332K +7,752 +798%
WMP
1045
Wealth Management Partners
Arizona
$373K -$45.9K -1,074 -11%
MLFP
1046
MPS Loria Financial Planners
Illinois
$372K -$63.9K -1,494 -15%
VFP
1047
Verus Financial Partners
Virginia
$370K +$11.3K +264 +3%
UWPG
1048
Ullmann Wealth Partners Group
Florida
$366K
NWM
1049
Northwest Wealth Management
Iowa
$366K +$10.5K +246 +3%
OCM
1050
Orleans Capital Management
Louisiana
$366K +$32.1K +750 +10%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.