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Vanguard Growth ETF

1,676 hedge funds and large institutions have $56.1B invested in Vanguard Growth ETF in 2021 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 587 increasing their positions, 500 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 59

25% more funds holding in top 10

Funds holding in top 10: 236296 (+60)

17% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 500

17% more funds holding

Funds holding: 1,4281,676 (+248)

11% more capital invested

Capital invested by funds: $50.3B → $56.1B (+$5.74B)

5.62% more ownership

Funds ownership: 370.18%375.8% (+5.6%)

26% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $43.8M

Holders
1,676
Holders Change
+248
Holders Change %
+17.37%
% of All Funds
25.79%
Holding in Top 10
296
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+25.42%
% of All Funds
4.56%
New
331
Increased
587
Reduced
500
Closed
59
Calls
$32.6M
Puts
$43.8M
Net Calls
-$11.2M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
101
Two Sigma Investments
New York
$56.5M -$3.31M -63,600 -6%
AWM
102
Avior Wealth Management
Nebraska
$56.4M +$6.12M +117,384 +13%
BRWM
103
B. Riley Wealth Management
Tennessee
$56.2M +$1.18M +22,656 +2%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$55.7M +$1.18M +22,626 +2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$54.8M +$9.76M +187,422 +22%
William Blair & Company
106
William Blair & Company
Illinois
$53.5M -$786K -15,096 -1%
BMM
107
Berkshire Money Management
Massachusetts
$53.4M +$26.6K +510 +0.1%
RWM
108
Rezny Wealth Management
Florida
$51.8M +$1.35M +25,848 +3%
SI
109
Stephens Inc
Arkansas
$51.6M +$2.72M +52,200 +6%
DBT
110
Dubuque Bank & Trust
Iowa
$51.2M +$2.74M +52,668 +6%
EVM
111
Eaton Vance Management
Massachusetts
$49.7M +$34.9M +669,954 +258%
BRWA
112
B. Riley Wealth Advisors
Florida
$49.7M -$70.3K -1,350 -0.1%
Bessemer Group
113
Bessemer Group
New Jersey
$49.7M +$17.9M +343,536 +59%
CW
114
CreativeOne Wealth
Kansas
$49.4M +$2.57M +49,356 +6%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$49.4M -$2.07M -39,726 -4%
BEC
116
Blue Edge Capital
Virginia
$48.8M -$800K -15,354 -2%
ME
117
McIlrath & Eck
Washington
$48.6M -$1.92M -36,888 -4%
Betterment LLC
118
Betterment LLC
New York
$48.3M +$1.12M +21,528 +2%
OAJ
119
Ogorek Anthony Joseph
New York
$47.8M -$1.51M -28,920 -3%
GC
120
Grimes & Company
Massachusetts
$47.5M -$920K -17,658 -2%
JC
121
Jentner Corp
Ohio
$47.4M -$1.57M -30,228 -3%
TC
122
Trust Company
Kansas
$47.2M +$341K +6,540 +0.7%
SFG
123
Sage Financial Group
Pennsylvania
$47.2M -$1.11M -21,228 -2%
TNBTD
124
Trustmark National Bank Trust Department
Mississippi
$46.1M -$500K -9,594 -1%
BCM
125
Brookstone Capital Management
Illinois
$45.8M +$3.43M +65,766 +8%

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2021, worth a combined $56.1B — up 11% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new VUG positions and 59 closed out — a net gain of 272 holders — while 587 added to existing stakes and 500 trimmed.

The largest buyer was CBIZ Investment Advisory Services, opening a new position worth an estimated $204M. The largest seller was Bank of America, cutting an estimated $947M.

  • 1,676 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2021, up from 1,428 in Q3 2021.
  • Funds reported $56.1B of Vanguard Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 331 funds opened new Vanguard Growth ETF positions in Q4 2021 and 59 closed out, a net change of +272 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2021 was CBIZ Investment Advisory Services, an estimated $204M added.
  • The largest Vanguard Growth ETF seller in Q4 2021 was Bank of America, an estimated $947M sold.

Based on aggregated 13F filings for Q4 2021.