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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
BWA
1101
BDO Wealth Advisors
Florida
$362K +$299 +6 +0.1%
CWA
1102
Clarity Wealth Advisors
California
$362K +$373K +7,494 New
FWM
1103
Filbrandt Wealth Management
Wisconsin
$361K
HTC
1104
Haverford Trust Company
Pennsylvania
$360K -$22.4K -450 -6%
FMN
1105
Financial Management Network
California
$360K
GW
1106
GW & Wade
Massachusetts
$357K -$47.8K -960 -12%
AC
1107
Alexandria Capital
Virginia
$356K -$12.5K -252 -3%
HHGA
1108
Halbert Hargrove Global Advisors
California
$356K
PCM
1109
Pointe Capital Management
Michigan
$356K
RWA
1110
Ropes Wealth Advisors
Massachusetts
$356K +$67.5K +1,356 +23%
SIAP
1111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$355K
YWP
1112
YorkBridge Wealth Partners
New York
$350K +$360K +7,230 New
HPC
1113
HM Payson & Co
Maine
$348K
MIFH
1114
Migdal Insurance & Financial Holdings
Israel
$348K
BPWM
1115
Badgley Phelps Wealth Managers
Washington
$348K +$358K +7,194 New
APG
1116
Abacus Planning Group
South Carolina
$346K
1WA
1117
180 Wealth Advisors
Washington
$345K
VFM
1118
Vivid Financial Management
California
$345K +$2.69K +54 +0.8%
OWP
1119
Obermeyer Wealth Partners
Colorado
$344K +$354K +7,116 New
KM
1120
Kalos Management
Georgia
$343K -$236K -4,752 -42%
HCM
1121
Howard Capital Management
Georgia
$342K +$352K +7,068 New
PP
1122
Pacifica Partners
Canada
$340K -$5.37K -108 -2%
AWP
1123
Ascent Wealth Partners
New York
$340K
AMM
1124
American Money Management
California
$340K +$350K +7,032 New
PGA
1125
Portland Global Advisors
Maine
$339K

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.