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Vanguard Growth ETF

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+57)

3.5% more ownership

Funds ownership: 376.34%379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1076
Means Investment Company
Maine
$376K +$272 +6 +0.1%
BFG
1077
Berger Financial Group
Minnesota
$372K -$206K -4,536 -37%
CG
1078
CFO4Life Group
Texas
$371K +$545 +12 +0.2%
MC
1079
Moors & Cabot
Massachusetts
$368K +$9.81K +216 +3%
PWM
1080
Perigon Wealth Management
California
$367K -$210K -4,632 -38%
SCA
1081
Stonebridge Capital Advisors
Minnesota
$366K +$183K +4,038 +100%
SBIA
1082
Sheaff Brock Investment Advisors
Indiana
$365K +$4.36K +96 +1%
FMN
1083
Financial Management Network
California
$364K -$111K -2,454 -25%
CMA
1084
Cedar Mountain Advisors
Oregon
$364K -$106K -2,340 -24%
AC
1085
Alexandria Capital
Virginia
$364K -$4.9K -108 -1%
APW
1086
Austin Private Wealth
Texas
$364K
BRWM
1087
B. Riley Wealth Management
Tennessee
$363K -$4.94M -108,762 -93%
MSR
1088
Main Street Research
Connecticut
$363K +$345K +7,602 New
HFA
1089
High Falls Advisors
New York
$362K -$15.5K -342 -4%
OSAM
1090
O'Shaughnessy Asset Management
Connecticut
$362K -$4.9K -108 -1%
FFS
1091
Founders Financial Securities
Maryland
$360K +$342K +7,524 New
FWM
1092
Fairhaven Wealth Management
Illinois
$359K -$19.1K -420 -5%
AIM
1093
Allen Investment Management
New York
$359K
BWA
1094
BDO Wealth Advisors
Florida
$358K +$545 +12 +0.2%
FWM
1095
Filbrandt Wealth Management
Wisconsin
$357K
BPB
1096
Badgley, Phelps & Bell
Washington
$357K +$10.1K +222 +3%
IWA
1097
Intercontinental Wealth Advisors
Texas
$355K +$51.5K +1,134 +18%
CPSAC
1098
Chas P. Smith & Associates (CPS)
Florida
$354K -$138K -3,030 -29%
BTWM
1099
Baker Tilly Wealth Management
Wisconsin
$353K +$335K +7,386 New
PCM
1100
Pointe Capital Management
Michigan
$352K -$186K -4,104 -36%

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.