We are live on ! Find out more
VUG icon

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
WCF
1176
West Coast Financial
California
$291K
HC
1177
Hoese & Co
Minnesota
$290K
OC
1178
Oakworth Capital
Alabama
$290K
SCM
1179
Stonehearth Capital Management
Massachusetts
$290K
LPT
1180
Legacy Private Trust
Wisconsin
$289K
MCM
1181
Murphy Capital Management
New Jersey
$289K +$8.06K +162 +3%
PP
1182
Palladium Partners
Virginia
$287K
PP
1183
PDS Planning
Ohio
$287K +$5.67K +114 +2%
SPIO
1184
Seven Post Investment Office
California
$287K +$295K +5,934 New
SC
1185
Schoolcraft Capital
Colorado
$286K -$196K -3,930 -40%
FP
1186
Financial Perspectives
Minnesota
$285K +$43.6K +876 +17%
CAG
1187
Compass Advisory Group
New York
$284K +$896 +18 +0.3%
WQ
1188
Wealth Quarterback
New Jersey
$283K -$47.8K -960 -14%
JCM
1189
Jacobi Capital Management
Pennsylvania
$283K -$10.2K -204 -3%
Bank Julius Baer & Co
1190
Bank Julius Baer & Co
Switzerland
$283K -$299 -6 -0.1%
HA
1191
Harborview Advisors
Maine
$282K
WCM
1192
WealthBridge Capital Management
Ohio
$281K -$8.66K -174 -3%
MA
1193
Mezzasalma Advisors
New Jersey
$281K
IIC
1194
Integrated Investment Consultants
Michigan
$281K +$6.57K +132 +2%
VCM
1195
Vivaldi Capital Management
Illinois
$280K
JIP
1196
Jaffetilchin Investment Partners
Florida
$279K -$134K -2,700 -32%
LAIC
1197
Lederer & Associates Investment Counsel
California
$279K
WCG
1198
Weaver Consulting Group
California
$278K +$22.4K +450 +9%
SWM
1199
Sugarloaf Wealth Management
Georgia
$277K +$299 +6 +0.1%
PFA
1200
Pinnacle Family Advisors
Missouri
$276K -$21.5K -432 -7%

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.