We are live on ! Find out more
VUG icon

Vanguard Growth ETF

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: 231236 (+5)

1% more capital invested

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

1% more funds holding

Funds holding: 1,4151,428 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$45.4M +$5.48M +110,178 +13%
TC
102
Trilogy Capital
California
$45M -$83.3K -1,674 -0.2%
BRWA
103
B. Riley Wealth Advisors
Florida
$44.9M +$1.95M +39,114 +4%
CAN
104
Cetera Advisor Networks
California
$44.9M +$877K +17,628 +2%
BEC
105
Blue Edge Capital
Virginia
$44.9M +$486K +9,762 +1%
OAJ
106
Ogorek Anthony Joseph
New York
$44.6M -$483K -9,696 -1%
JC
107
Jentner Corp
Ohio
$44.4M -$747K -15,012 -2%
SI
108
Stephens Inc
Arkansas
$44.2M +$1.15M +23,028 +3%
GC
109
Grimes & Company
Massachusetts
$43.8M -$2.53M -50,922 -5%
DBT
110
Dubuque Bank & Trust
Iowa
$43.8M +$3.68M +74,004 +9%
SFG
111
Sage Financial Group
Pennsylvania
$43.7M -$512K -10,290 -1%
JP Morgan Chase
112
JP Morgan Chase
New York
$43.5M +$729K +14,646 +2%
Betterment LLC
113
Betterment LLC
New York
$42.6M +$3.18M +63,906 +8%
CW
114
CreativeOne Wealth
Kansas
$42.6M -$356K -7,146 -0.8%
TC
115
Trust Company
Kansas
$42.4M +$41.6M +834,954 +2,002%
TNBTD
116
Trustmark National Bank Trust Department
Mississippi
$42.2M -$4.84M -97,290 -10%
SAI
117
Systematic Alpha Investments
New Jersey
$41.6M +$508K +10,200 +1%
Creative Planning
118
Creative Planning
Kansas
$41.3M -$3.44M -69,096 -7%
SWM
119
Southern Wealth Management
Texas
$41.3M -$26K -522 -0.1%
BCM
120
Brookstone Capital Management
Illinois
$41.1M +$5.62M +112,842 +16%
SFWA
121
Summit Financial Wealth Advisors
Louisiana
$40.5M -$507K -10,194 -1%
SQA
122
Simon Quick Advisors
New Jersey
$40.5M +$1.47M +29,610 +4%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$40.5M +$9.4M +188,832 +29%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$39.3M +$1.26M +25,416 +3%
W
125
WealthOne
New York
$37.1M +$1.51M +30,348 +4%

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.