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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.85%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
EWMCB
1201
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$217K +$217K +5,070 New
SFG
1202
Sowa Financial Group
Rhode Island
$215K
KW
1203
KWB Wealth
California
$212K -$97K -2,268 -31%
RA
1204
Riversedge Advisors
Delaware
$212K +$257 +6 +0.1%
BIM
1205
Baldwin Investment Management
Pennsylvania
$211K
SC
1206
Schiavi & Co
Delaware
$211K +$770 +18 +0.4%
VWM
1207
Venturi Wealth Management
Texas
$211K +$210K +4,920 New
APWM
1208
Atlas Private Wealth Management
New York
$209K -$21K -492 -9%
PG
1209
Patten Group
Tennessee
$207K
Wealthfront Advisers
1210
Wealthfront Advisers
California
$207K +$207K +4,830 New
WA
1211
WP Advisors
California
$206K -$497K -11,610 -71%
MPI
1212
Mairs & Power Inc
Minnesota
$206K
TIAM2
1213
Tru Independence Asset Management 2
Oregon
$206K
HT
1214
Heritage Trust
Oklahoma
$205K
WWP
1215
Waypoint Wealth Partners
California
$205K +$205K +4,782 New
BFS
1216
Bradley Foster & Sargent
Connecticut
$205K +$205K +4,794 New
PCM
1217
Poehling Capital Management
Wisconsin
$204K +$204K +4,770 New
CCA
1218
Checchi Capital Advisers
California
$203K -$912K -21,306 -82%
SCG
1219
Sonata Capital Group
Washington
$203K -$5.9K -138 -3%
HF
1220
Halpern Financial
Virginia
$202K -$47K -1,098 -19%
SW
1221
SteelPeak Wealth
California
$201K -$75K -1,752 -27%
SFG
1222
Sather Financial Group
Texas
$201K -$28.8K -672 -13%
MWM
1223
MinichMacGregor Wealth Management
New York
$201K +$201K +4,698 New
JPLA
1224
Joseph P. Lucia & Associates
New York
$200K
GWM
1225
GSB Wealth Management
Connecticut
$200K +$200K +4,680 New

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.