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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
RF
1076
Resolute Financial
Massachusetts
$655K +$638K +12,240 New
ACM
1077
Allred Capital Management
Texas
$653K -$60.6K -1,164 -9%
PPW
1078
Pinnacle Private Wealth
Massachusetts
$653K +$636K +12,210 New
KPWG
1079
KFA Private Wealth Group
Virginia
$651K -$19.1K -366 -3%
FIBT
1080
First International Bank & Trust
North Dakota
$651K +$634K +12,168 New
MCC
1081
Money Concepts Capital
Florida
$651K +$634K +12,174 New
FWM
1082
Fairhaven Wealth Management
Illinois
$650K -$5K -96 -0.8%
TA
1083
TruWealth Advisors
Louisiana
$649K -$49.7K -954 -7%
RWM
1084
Ritholtz Wealth Management
New York
$648K -$7.81K -150 -1%
QCG
1085
Quadrant Capital Group
Ohio
$648K
AFWM
1086
AMJ Financial Wealth Management
Virginia
$647K +$630K +12,090 New
CWP
1087
Corepath Wealth Partners
Arizona
$646K +$31.3K +600 +5%
TWA
1088
TCI Wealth Advisors
Arizona
$631K -$681K -13,080 -53%
DW
1089
Domani Wealth
Pennsylvania
$631K +$154K +2,964 +34%
WPC
1090
Wedmont Private Capital
Pennsylvania
$631K +$656K +12,600 New
RFN
1091
RDA Financial Network
Iowa
$630K +$47.5K +912 +8%
RF
1092
RHS Financial
California
$628K
ODFS
1093
O'Donnell Financial Services
California
$628K +$479K +9,192 +220%
EGWAG
1094
Elwood & Goetz Wealth Advisory Group
Georgia
$626K -$11.3K -216 -2%
CBN
1095
Cadence Bank NA
Texas
$625K
EWM
1096
Executive Wealth Management
Michigan
$625K +$55.3K +1,062 +10%
ACA
1097
Aptus Capital Advisors
Alabama
$619K +$16.9K +324 +3%
MGWM
1098
Marks Group Wealth Management
Minnesota
$618K -$12.2K -234 -2%
CNC
1099
Canandaigua National Corp
New York
$616K +$84.1K +1,614 +16%
WTFG
1100
Wells Trecaso Financial Group
Ohio
$614K +$8.75K +168 +1%

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.