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Vanguard Growth ETF
VUG

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209 → 231 (+22)

4% more funds holding

Funds holding: 1,358 → 1,415 (+57)

3.5% more ownership

Funds ownership: 376.34% → 379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$261M
2
KFS
Kelly Financial Services
Massachusetts
+$221M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$158M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$120M
5
EH
Equitable Holdings
New York
+$107M

Top Sellers

Rank Fund Capital Flow
1
RC
RegentAtlantic Capital
New Jersey
-$119M
2
SMM
Stadion Money Management
Georgia
-$72.5M
3
MIS
Morningstar Investment Services
Illinois
-$70.6M
4
CWM
Campbell Wealth Management
Virginia
-$57.2M
5
FP
Financial Perspectives
Minnesota
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
1176
Bank Julius Baer & Co
Switzerland
$280K +$272 +6 +0.1%
CAG
1177
Compass Advisory Group
New York
$280K +$272 +6 +0.1%
PP
1178
PDS Planning
Ohio
$278K -$15.5K -342 -6%
HA
1179
Harborview Advisors
Maine
$278K -$1.36K -30 -0.5%
CIA
1180
Choate Investment Advisors
Massachusetts
$278K +$84.5K +1,860 +47%
MA
1181
Mezzasalma Advisors
New Jersey
$277K – – –
MCM
1182
Murphy Capital Management
New Jersey
$277K +$272 +6 +0.1%
PWAG
1183
Polaris Wealth Advisory Group
California
$277K +$262K +5,778 New
LAIC
1184
Lederer & Associates Investment Counsel
California
$275K – – –
SWM
1185
Sugarloaf Wealth Management
Georgia
$274K -$49.9K -1,098 -16%
PAA
1186
Peregrine Asset Advisers
Oregon
$273K -$8.45K -186 -3%
HIMC
1187
Heritage Investors Management Corp
Maryland
$273K +$259K +5,712 New
KPCM
1188
Kings Point Capital Management
New York
$272K – – –
MAS
1189
Madden Advisory Services
Florida
$272K – – –
IIC
1190
Integrated Investment Consultants
Michigan
$271K +$4.9K +108 +2%
EWM
1191
Echo Wealth Management
Minnesota
$270K -$31.3K -690 -11%
CHJWM
1192
Carlton Hofferkamp & Jenks Wealth Management
Texas
$270K – – –
LIA
1193
LS Investment Advisors
Michigan
$270K – – –
SCA
1194
Stillwater Capital Advisors
Pennsylvania
$268K +$255K +5,616 New
MI
1195
Moneywise Inc
Virginia
$267K +$545 +12 +0.2%
PWM
1196
Praetorian Wealth Management
California
$267K +$254K +5,604 New
BFEC
1197
Benjamin F. Edwards & Company
Missouri
$266K -$1.09K -24 -0.4%
TCM
1198
Telos Capital Management
California
$265K -$1.36K -30 -0.5%
CC
1199
Courier Capital
New York
$265K – – –
AMCA
1200
Arthur M. Cohen & Associates
Illinois
$264K +$272 +6 +0.1%
46 47
48
49 50

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.