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Vanguard Growth ETF

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: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HCR Wealth Advisors
California
$45.8M -$641K -14,106 -1%
GC
102
Grimes & Company
Massachusetts
$45.7M -$1.94M -42,768 -4%
TC
103
Trilogy Capital
California
$45.6M +$39.7M +874,800 +1,518%
RWM
104
Rezny Wealth Management
Florida
$45.5M +$1.22M +26,820 +3%
AP
105
Advisors Preferred
Maryland
$45.4M +$43M +948,060 New
JC
106
Jentner Corp
Ohio
$44.6M +$198K +4,368 +0.5%
OAJ
107
Ogorek Anthony Joseph
New York
$44.6M -$762K -16,782 -2%
Creative Planning
108
Creative Planning
Kansas
$44.2M +$3.6M +79,308 +9%
BEC
109
Blue Edge Capital
Virginia
$43.9M -$393K -8,652 -0.9%
SFG
110
Sage Financial Group
Pennsylvania
$43.7M -$89.9K -1,980 -0.2%
CAN
111
Cetera Advisor Networks
California
$43.5M +$11.5M +252,288 +38%
ETC
112
Exchange Traded Concepts
Oklahoma
$42.8M +$8.69M +191,448 +27%
SWM
113
Southern Wealth Management
Texas
$42.6M -$793K -17,472 -2%
SI
114
Stephens Inc
Arkansas
$42.5M +$1.01M +22,164 +3%
JP Morgan Chase
115
JP Morgan Chase
New York
$42.3M -$1.52M -33,396 -4%
CW
116
CreativeOne Wealth
Kansas
$42.1M +$2.54M +56,022 +7%
BRWA
117
B. Riley Wealth Advisors
Florida
$42M +$941K +20,730 +2%
SFWA
118
Summit Financial Wealth Advisors
Louisiana
$40.6M -$412K -9,078 -1%
DBT
119
Dubuque Bank & Trust
Iowa
$39.7M +$1.89M +41,622 +5%
AWM
120
Avior Wealth Management
Nebraska
$39.7M +$4.86M +106,932 +15%
Betterment LLC
121
Betterment LLC
New York
$39.1M +$2.32M +51,006 +7%
SAI
122
Systematic Alpha Investments
New Jersey
$38.8M +$16.1M +354,600 +83%
Brown Advisory
123
Brown Advisory
Maryland
$38.6M +$23.5M +517,296 +517%
SQA
124
Simon Quick Advisors
New Jersey
$38.6M -$7.59M -167,142 -17%
PPW
125
Pasadena Private Wealth
California
$38.3M -$147K -3,240 -0.4%

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.