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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
EWA
1076
Encompass Wealth Advisors
Oregon
$387K -$107K -2,160 -21%
TCM
1077
Tradewinds Capital Management
Washington
$387K +$55.2K +1,110 +16%
WOC
1078
West Oak Capital
California
$386K
MC
1079
Moors & Cabot
Massachusetts
$386K +$14.9K +300 +4%
IC
1080
Iconiq Capital
California
$385K +$896 +18 +0.2%
AP
1081
Appleton Partners
Massachusetts
$384K
CFO
1082
CVA Family Office
Colorado
$383K -$20.3K -408 -4%
LA
1083
LexAurum Advisors
Kansas
$382K -$40.3K -810 -9%
LAS
1084
Lloyd Advisory Services
Georgia
$382K +$310K +6,222 +370%
MIC
1085
Means Investment Company
Maine
$381K +$597 +12 +0.2%
PWM
1086
Perigon Wealth Management
California
$381K +$10.4K +210 +3%
KPCM
1087
Kings Point Capital Management
New York
$378K +$105K +2,112 +37%
CG
1088
CFO4Life Group
Texas
$376K +$299 +6 +0.1%
CM
1089
Capital Management
Virginia
$376K +$32.8K +660 +9%
IAA
1090
Independent Advisor Alliance
North Carolina
$372K +$48.4K +972 +14%
BS
1091
Boenning & Scattergood
Pennsylvania
$372K +$135K +2,706 +54%
CAAS
1092
Capital Asset Advisory Services
Michigan
$370K -$917K -18,432 -71%
APW
1093
Austin Private Wealth
Texas
$369K +$896 +18 +0.2%
CCM
1094
Covington Capital Management
California
$368K +$282K +5,658 +290%
CPSAC
1095
Chas P. Smith & Associates (CPS)
Florida
$367K +$9.26K +186 +3%
TVAMP
1096
Tennessee Valley Asset Management Partners
Tennessee
$367K +$377K +7,584 New
OSAM
1097
O'Shaughnessy Asset Management
Connecticut
$366K
CAM
1098
Columbia Asset Management
Michigan
$366K +$376K +7,560 New
AIM
1099
Allen Investment Management
New York
$363K
BWM
1100
Bulltick Wealth Management
Florida
$362K +$68.7K +1,380 +23%

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.