We are live on ! Find out more
VUG icon

Vanguard Growth ETF
VUG

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: 231 → 236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,415 → 1,428 (+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

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$284M
2
LPL Financial
LPL Financial
California
+$81.3M
3
AWM
AE Wealth Management
Kansas
+$68.2M
4
PAG
Private Advisor Group
New Jersey
+$59.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$503M
2
KFS
Kelly Financial Services
Massachusetts
-$241M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$112M
4
WFS
Weitzel Financial Services
Iowa
-$94.3M
5
IC
Inscription Capital
Texas
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
1201
Peregrine Asset Advisers
Oregon
$276K – – –
LWP
1202
Laurel Wealth Planning
Minnesota
$275K +$282K +5,676 New
MSR
1203
Main Street Research
Connecticut
$274K -$96.7K -1,944 -26%
LIA
1204
LS Investment Advisors
Michigan
$273K – – –
SCA
1205
Stillwater Capital Advisors
Pennsylvania
$272K – – –
PWM
1206
Praetorian Wealth Management
California
$271K – – –
MI
1207
Moneywise Inc
Virginia
$270K +$299 +6 +0.1%
TCM
1208
Telos Capital Management
California
$268K – – –
OWM
1209
Opes Wealth Management
California
$265K – – –
ST
1210
Spinnaker Trust
Maine
$263K – – –
PFS
1211
Physicians Financial Services
North Carolina
$263K +$52.5K +1,056 +24%
AP
1212
Adero Partners
California
$262K – – –
CIA
1213
Choate Investment Advisors
Massachusetts
$261K -$20.9K -420 -7%
MAS
1214
Madden Advisory Services
Florida
$261K -$13.7K -276 -5%
DAC
1215
Dividend Assets Capital
South Carolina
$261K -$896 -18 -0.3%
LNB
1216
Ledyard National Bank
$261K – – –
IMOV
1217
Investment Management of Virginia
Virginia
$259K +$1.49K +30 +0.6%
GCM
1218
Gables Capital Management
Florida
$259K +$85.7K +1,722 +47%
JEST
1219
JTC Employer Solutions Trustee
Jersey
$258K – – –
OPWM
1220
Oxinas Partners Wealth Management
Indiana
$256K -$31.1K -624 -11%
IF
1221
IRON Financial
Illinois
$256K +$299 +6 +0.1%
DFA
1222
DHJJ Financial Advisors
Illinois
$254K -$597 -12 -0.2%
GI
1223
Gradient Investments
Minnesota
$252K -$10.7K -216 -4%
TFGT
1224
TS Financial Group (TSFG)
Illinois
$252K – – –
VWM
1225
Venturi Wealth Management
Texas
$251K -$80.9K -1,626 -24%
47 48
49
50 51

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.