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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
PFGIA
1101
Patriot Financial Group Insurance Agency
Massachusetts
$613K -$165K -3,162 -22%
TSA
1102
Tri-Star Advisors
Texas
$612K -$40K -768 -6%
AGA
1103
Arkos Global Advisors
Texas
$612K
TNB
1104
Thomasville National Bank
Georgia
$611K -$25K -480 -4%
FCC
1105
Flower City Capital
New York
$610K +$594K +11,412 New
WDG
1106
Wealth Dimensions Group
Ohio
$608K
FNBT
1107
FineMark National Bank & Trust
Florida
$607K -$449K -8,610 -43%
AP
1108
Appleton Partners
Massachusetts
$607K +$177K +3,396 +43%
AWM
1109
Accurate Wealth Management
Florida
$604K +$20K +384 +3%
AGP
1110
Autumn Glory Partners
Texas
$604K +$589K +11,298 New
ML
1111
McAdam LLC
Pennsylvania
$598K -$10.6K -204 -2%
OBWP
1112
O'Brien Wealth Partners
Massachusetts
$597K -$23.4K -450 -3%
XF
1113
XML Financial
Maryland
$594K +$10.3K +198 +2%
MCM
1114
Morton Capital Management
California
$594K +$578K +11,100 New
CFO
1115
CVA Family Office
Colorado
$593K +$52.5K +1,008 +10%
KWMG
1116
King Wealth Management Group
Florida
$589K -$6.25K -120 -1%
CCMD
1117
Cypress Capital Management (Delaware)
Delaware
$587K
MYIA
1118
Mount Yale Investment Advisors
Colorado
$587K +$73.1K +1,404 +15%
NPI
1119
New Perspectives Inc
Mississippi
$584K
RWM
1120
RKL Wealth Management
Pennsylvania
$584K +$14.7K +282 +3%
NCM
1121
Narwhal Capital Management
Georgia
$578K
BWM
1122
BerganKDV Wealth Management
Minnesota
$575K
PCWA
1123
Pacific Capital Wealth Advisors
California
$574K +$559K +10,728 New
ACM
1124
Ategra Capital Management
Virginia
$573K
CIAS
1125
Capital Investment Advisory Services
North Carolina
$572K

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.