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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.84%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
APG
1101
Abacus Planning Group
South Carolina
$306K
FCA
1102
FinTrust Capital Advisors
South Carolina
$306K +$22.1K +516 +8%
GI
1103
Gradient Investments
Minnesota
$306K +$170K +3,972 +125%
CM
1104
Capital Management
Virginia
$305K
CCA
1105
Cadent Capital Advisors
Oklahoma
$305K +$257 +6 +0.1%
HWMA
1106
Heritage Wealth Management (Arizona)
Arizona
$305K +$305K +7,122 New
1WA
1107
180 Wealth Advisors
Washington
$303K -$15.7K -366 -5%
PAG
1108
Pinnacle Advisory Group
Maryland
$303K +$302K +7,068 New
PGA
1109
Portland Global Advisors
Maine
$301K
RDWM
1110
Red Door Wealth Management
Tennessee
$298K
SIC
1111
Sigma Investment Counselors
Michigan
$297K
KFI
1112
Key Financial Inc
Pennsylvania
$297K +$6.93K +162 +2%
TFM
1113
TFC Financial Management
Massachusetts
$296K -$35.4K -828 -11%
FMC
1114
First Merchants Corp
Indiana
$296K
SIC
1115
Shoker Investment Counsel
Ohio
$295K +$25.9K +606 +10%
AWP
1116
Ascent Wealth Partners
New York
$295K +$79.6K +1,860 New
PWM
1117
PBMares Wealth Management
Virginia
$292K +$292K +6,816 New
FMII
1118
Farmers & Merchants Investments Inc
Nebraska
$289K +$99.9K +2,334 +53%
BBA
1119
Braun-Bostich & Associates
Pennsylvania
$286K
PHS
1120
Pekin Hardy Strauss
Illinois
$284K -$112K -2,610 -28%
IWS
1121
Insight Wealth Strategies
California
$282K
RF
1122
Rollins Financial
Georgia
$282K +$11.6K +270 +4%
LC
1123
Landaas & Company
Wisconsin
$281K
FFG
1124
Frisch Financial Group
New York
$280K +$19.8K +462 +8%
JWBC
1125
John W. Brooker & Co
California
$279K +$257 +6 +0.1%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.