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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
MWA
1026
Meridian Wealth Advisors
Texas
$755K
OMC
1027
Overbrook Management Corp
New York
$751K +$732K +14,046 New
FB
1028
First Bancorp
Maine
$748K +$17.8K +342 +3%
HA
1029
Herold Advisors
New York
$746K -$6.25K -120 -0.9%
ZF
1030
Zhang Financial
Michigan
$745K
FSA
1031
Fort Sheridan Advisors
Illinois
$742K +$19.4K +372 +3%
DSC
1032
Duncker Streett & Co
Missouri
$741K -$48.4K -930 -6%
WCM
1033
Windsor Capital Management
Arizona
$740K +$313 +6 +0%
TPA
1034
Trivium Point Advisory
Connecticut
$737K +$226K +4,332 +46%
SC
1035
Saiph Capital
New Jersey
$736K +$717K +13,770 New
LFA
1036
Legend Financial Advisors
Pennsylvania
$733K -$218K -4,176 -23%
BBNA
1037
Bremer Bank National Association
Minnesota
$719K -$6.25K -120 -0.9%
B
1038
Brightworth
Georgia
$714K +$117K +2,250 +20%
CWC
1039
Carolinas Wealth Consulting
North Carolina
$712K -$28.4K -546 -4%
TC
1040
Toews Corporation
New Jersey
$707K -$233K -4,482 -25%
AWCI
1041
Alpine Woods Capital Investors
New York
$706K
TAM
1042
Townsend Asset Management
North Carolina
$705K +$313 +6 +0%
CIA
1043
Cohen Investment Advisors
New Hampshire
$702K -$2.81K -54 -0.4%
LSA
1044
L & S Advisors
California
$700K
FFN
1045
Focus Financial Network
Minnesota
$696K +$92.2K +1,770 +16%
CCM
1046
Carlson Capital Management
Minnesota
$690K -$2.5K -48 -0.4%
SAM
1047
S.A. Mason
Michigan
$689K
AWM
1048
Apollon Wealth Management
South Carolina
$689K +$426K +8,178 +174%
CFN
1049
Cordasco Financial Network
Florida
$686K -$247K -4,740 -27%
FFA
1050
Founders Financial Alliance
North Carolina
$685K -$6.25K -120 -0.9%

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.