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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
PCMC
1051
Private Capital Management (Colorado)
Colorado
$685K +$132K +2,532 +25%
BFS
1052
Beacon Financial Strategies
North Carolina
$682K -$4.69K -90 -0.7%
KP
1053
Keel Point
Alabama
$681K -$1.34M -25,716 -67%
TCM
1054
Traynor Capital Management
Pennsylvania
$681K -$70.3K -1,350 -10%
BA
1055
Ballast Advisors
Minnesota
$681K
AIC
1056
Archer Investment Corporation
Indiana
$679K
GM
1057
Granger Management
New York
$679K
TFA
1058
Trinity Financial Advisors
Ohio
$679K +$661K +12,690 New
SSC
1059
Syverson Strege & Co
Iowa
$677K
SFWC
1060
Strategic Family Wealth Counselors
New Jersey
$674K +$313 +6 +0%
FW
1061
FirstPurpose Wealth
Utah
$674K +$656K +12,600 New
CHA
1062
Carmichael Hill & Associates
Maryland
$673K -$10.3K -198 -2%
AUB
1063
Atlantic Union Bankshares
Virginia
$672K +$45.9K +882 +8%
DWM
1064
Denver Wealth Management
Colorado
$671K +$653K +12,540 New
BWAM
1065
Boyd Watterson Asset Management
Ohio
$670K
DBRC
1066
D.B. Root & Company
Pennsylvania
$669K +$18.4K +354 +3%
CWM
1067
Congress Wealth Management
Massachusetts
$669K +$651K +12,492 New
WH
1068
Willner & Heller
California
$669K +$720K +13,830 New
WTC
1069
WhitTier Trust Company
Nevada
$666K +$2.81K +54 +0.4%
AAS
1070
Annex Advisory Services
Wisconsin
$664K -$625 -12 -0.1%
WAL
1071
W Advisors LLC
Tennessee
$663K +$645K +12,384 New
TF
1072
TimeScale Financial
Massachusetts
$662K +$1.25K +24 +0.2%
BFG
1073
Bouchey Financial Group
New York
$662K +$17.5K +336 +3%
BAM
1074
Berkshire Asset Management
Pennsylvania
$656K -$1.25K -24 -0.2%
MCM
1075
Maryland Capital Management
Maryland
$655K -$82.5K -1,584 -11%

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.