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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
OAJ
101
Ogorek Anthony Joseph
New York
$40.7M -$288K -6,726 -0.7%
JC
102
Jentner Corp
Ohio
$39.8M -$133K -3,108 -0.3%
BEC
103
Blue Edge Capital
Virginia
$39.7M +$1.22M +28,572 +3%
RWM
104
Rezny Wealth Management
Florida
$39.7M -$260K -6,078 -0.7%
JP Morgan Chase
105
JP Morgan Chase
New York
$39.3M -$1.09M -25,488 -3%
SFG
106
Sage Financial Group
Pennsylvania
$39.3M -$1.74M -40,734 -4%
SWM
107
Southern Wealth Management
Texas
$37.4M -$2.64M -61,680 -7%
BRWA
108
B. Riley Wealth Advisors
Florida
$37.2M -$1.51M -35,226 -4%
SI
109
Stephens Inc
Arkansas
$37.2M -$2.75M -64,212 -7%
SFWA
110
Summit Financial Wealth Advisors
Louisiana
$36.2M -$25.7K -600 -0.1%
Creative Planning
111
Creative Planning
Kansas
$36.2M +$1.54M +35,916 +4%
FHA
112
First Horizon Advisors
Tennessee
$36M +$4.25M +99,288 +13%
CW
113
CreativeOne Wealth
Kansas
$35.3M +$1.25M +29,142 +4%
GT
114
Glenmede Trust
Pennsylvania
$35M -$951K -22,218 -3%
APA
115
American Portfolios Advisors
New York
$34.9M +$2.53M +59,094 +8%
LA
116
LVW Advisors
New York
$34.7M -$886K -20,718 -2%
PFA
117
Pathway Financial Advisors
Vermont
$34.7M -$945K -22,098 -3%
PPW
118
Pasadena Private Wealth
California
$34.5M +$34.9K +816 +0.1%
DBT
119
Dubuque Bank & Trust
Iowa
$33.8M +$2.74M +63,996 +9%
KIM
120
Karpus Investment Management
New York
$33.7M -$50.5M -1,179,462 -60%
RZH
121
Relyea Zuckerberg Hanson
Connecticut
$33.2M +$5.18M +121,164 +20%
AIS
122
American Investment Services
Massachusetts
$32.9M -$1.53M -35,706 -4%
Betterment LLC
123
Betterment LLC
New York
$32.9M +$4.03M +94,302 +14%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$32.7M +$3.68M +85,920 +13%
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
$31.8M +$31.8M +742,200 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.