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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
HFA
1126
High Falls Advisors
New York
$338K -$29.9K -600 -8%
WKWM
1127
Walter & Keenan Wealth Management
Indiana
$338K +$348K +6,984 New
LWM
1128
Lyell Wealth Management
California
$337K
JC
1129
JB Capital
Connecticut
$337K +$347K +6,972 New
KFI
1130
Key Financial Inc
Pennsylvania
$335K
SIC
1131
Sigma Investment Counselors
Michigan
$335K
PWM
1132
PBMares Wealth Management
Virginia
$334K +$4.48K +90 +1%
SIC
1133
Shoker Investment Counsel
Ohio
$333K
TI
1134
tru Independence
Oregon
$333K +$343K +6,888 New
DE
1135
Day & Ennis
Georgia
$332K +$299 +6 +0.1%
FNB
1136
Farmers National Bank
Kentucky
$331K +$390K +7,836 New
FMW
1137
Farr Miller & Washington
District of Columbia
$328K -$3.28K -66 -1%
HIP
1138
HUB Investment Partners
Texas
$327K +$94.1K +1,890 +39%
IIC
1139
Ironwood Investment Counsel
Arizona
$325K +$84.5K +1,698 +34%
TWM
1140
TriaGen Wealth Management
California
$324K
BBA
1141
Braun-Bostich & Associates
Pennsylvania
$323K
LWMT
1142
Legacy Wealth Management (Tennessee)
Tennessee
$323K +$1.19K +24 +0.4%
KCM
1143
Kanawha Capital Management
Virginia
$319K +$72K +1,446 +28%
IWS
1144
Insight Wealth Strategies
California
$318K
LC
1145
Landaas & Company
Wisconsin
$317K
FFG
1146
Frisch Financial Group
New York
$317K +$299 +6 +0.1%
IC
1147
Inscription Capital
Texas
$315K -$53.2M -1,069,554 -99%
MAM
1148
McLean Asset Management
Virginia
$315K
FNT
1149
First Nebraska Trust
Nebraska
$315K
TCOV
1150
Trust Company of Vermont
Vermont
$312K

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.