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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
OWM
1201
Opes Wealth Management
California
$262K – – –
GI
1202
Gradient Investments
Minnesota
$260K -$78.2K -1,722 -24%
ST
1203
Spinnaker Trust
Maine
$260K -$4.09K -90 -2%
AP
1204
Adero Partners
California
$259K – – –
DAC
1205
Dividend Assets Capital
South Carolina
$259K +$817 +18 +0.3%
MAM
1206
Meeder Asset Management
Ohio
$259K +$36K +792 +17%
BAM
1207
Baldrige Asset Management
Pennsylvania
$259K +$246K +5,412 New
MCA
1208
Magnolia Capital Advisors
Mississippi
$259K +$246K +5,418 New
QC
1209
QCM Cayman
Texas
$259K +$246K +5,424 New
LNB
1210
Ledyard National Bank
$258K – – –
CRWM
1211
Castle Rock Wealth Management
California
$255K -$1.43M -31,500 -86%
GSWM
1212
Golden State Wealth Management
California
$255K +$242K +5,340 New
JEST
1213
JTC Employer Solutions Trustee
Jersey
$255K +$243K +5,346 New
BCA
1214
Bay Colony Advisors
Massachusetts
$254K – – –
IMOV
1215
Investment Management of Virginia
Virginia
$254K – – –
WCG
1216
Weaver Consulting Group
California
$253K – – –
IF
1217
IRON Financial
Illinois
$252K -$548K -12,078 -70%
DFA
1218
DHJJ Financial Advisors
Illinois
$252K – – –
EA
1219
Elm Advisors
California
$252K – – –
TFGT
1220
TS Financial Group (TSFG)
Illinois
$249K +$30.2K +666 +15%
CAM
1221
Congress Asset Management
Massachusetts
$248K +$236K +5,190 New
RWA
1222
RGT Wealth Advisors
Texas
$246K -$102K -2,250 -30%
FPCP
1223
Fort Point Capital Partners
California
$246K – – –
KCM
1224
Kanawha Capital Management
Virginia
$246K – – –
NEPWA
1225
New England Private Wealth Advisors
Massachusetts
$246K – – –
47 48
49
50 51

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.