We are live on ! Find out more
VUG icon

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
GCMG
1026
Gyroscope Capital Management Group
Florida
$463K -$31.1K -624 -6%
MYIA
1027
Mount Yale Investment Advisors
Colorado
$463K -$31.1K -624 -6%
VCM
1028
Vision Capital Management
Oregon
$462K +$299 +6 +0.1%
HPC
1029
Hobart Private Capital
North Carolina
$461K +$6.27K +126 +1%
IHWM
1030
Iron Horse Wealth Management
Iowa
$457K -$14.9K -300 -3%
YIA
1031
YHB Investment Advisors
Connecticut
$452K
CGPCS
1032
Capital Group Private Client Services
California
$450K +$463K +9,300 New
FCBT
1033
First Citizens Bank & Trust
North Carolina
$449K +$462K +9,282 New
PO
1034
Private Ocean
California
$448K
SMC
1035
Smith, Moore & Co
Missouri
$447K +$49.9K +1,002 +12%
TC
1036
Telemus Capital
Michigan
$445K
PWW
1037
Pettyjohn Wood & White
Virginia
$444K -$5.97K -120 -1%
OA
1038
Oxbow Advisors
Texas
$443K
EBT
1039
Enterprise Bank & Trust
Massachusetts
$443K +$92.9K +1,866 +26%
FMII
1040
Farmers & Merchants Investments Inc
Nebraska
$439K -$1.19K -24 -0.3%
FBFS
1041
First Business Financial Services
Wisconsin
$436K
AIM
1042
Anchor Investment Management
South Carolina
$428K +$6.87K +138 +2%
DW
1043
Domani Wealth
Pennsylvania
$427K -$187K -3,756 -30%
MWC
1044
MKD Wealth Coaches
Michigan
$425K
MAM
1045
Meeder Asset Management
Ohio
$425K +$167K +3,360 +62%
LA
1046
Latitude Advisors
Florida
$424K +$211K +4,242 +94%
NWM
1047
Northwest Wealth Management
Iowa
$422K +$20.3K +408 +5%
AA
1048
AF Advisors
California
$421K
RWA
1049
River Wealth Advisors
Pennsylvania
$419K +$12.2K +246 +3%
MLFP
1050
MPS Loria Financial Planners
Illinois
$418K -$2.99K -60 -0.7%

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.