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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
CRWM
1151
Castle Rock Wealth Management
California
$311K +$31.9K +642 +12%
WFS
1152
Weitzel Financial Services
Iowa
$310K -$94.3M -1,895,382 -100%
SMH
1153
Sanders Morris Harris
Texas
$310K -$14.9K -300 -4%
CCA
1154
Cadent Capital Advisors
Oklahoma
$309K -$36.7K -738 -10%
CFG
1155
Cooper Financial Group
California
$309K +$299 +6 +0.1%
HWMA
1156
Heritage Wealth Management (Arizona)
Arizona
$308K -$6.27K -126 -2%
SMA
1157
Sage Mountain Advisors
Georgia
$308K
CWM
1158
Calamos Wealth Management
Illinois
$307K
IWA
1159
Intercontinental Wealth Advisors
Texas
$306K -$54.6K -1,098 -15%
B
1160
Bailard
California
$306K
HIP
1161
Harrell Investment Partners
Texas
$305K
PHS
1162
Pekin Hardy Strauss
Illinois
$303K -$2.99K -60 -0.9%
RRWA
1163
Rainey & Randall Wealth Advisors
Florida
$303K +$87.8K +1,764 +39%
HIMC
1164
Heritage Investors Management Corp
Maryland
$302K +$25.1K +504 +9%
LW
1165
Linscomb Wealth
Texas
$300K -$83.6K -1,680 -21%
ACM
1166
Alamar Capital Management
California
$300K
CHJWM
1167
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K
FFA
1168
Fragasso Financial Advisors
Pennsylvania
$300K +$9.85K +198 +3%
TFM
1169
TFC Financial Management
Massachusetts
$297K -$38.8K -780 -11%
QCIG
1170
Quad-Cities Investment Group
Iowa
$297K +$54K +1,086 +21%
AWA
1171
Acorn Wealth Advisors
Michigan
$296K +$299 +6 +0.1%
BFEC
1172
Benjamin F. Edwards & Company
Missouri
$296K +$27.8K +558 +10%
RP
1173
Rowlandmiller & Partners
Georgia
$295K -$4.78K -96 -1%
BFA
1174
Beacon Financial Advisory
Ohio
$292K +$300K +6,030 New
CYG
1175
Clean Yield Group
Vermont
$291K

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.