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Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Destination Wealth Management
California
$49.4M -$6.36M -134,538 -12%
EVM
102
Eaton Vance Management
Massachusetts
$49.1M +$4.49M +94,860 +10%
HWA
103
HCR Wealth Advisors
California
$48.5M -$2.66M -56,142 -5%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$47.7M -$1.41M -29,874 -3%
Creative Planning
105
Creative Planning
Kansas
$47.6M +$6.97M +147,372 +17%
BPA
106
Beacon Pointe Advisors
California
$46.9M +$22.7M +480,600 +96%
TC
107
Trust Company
Kansas
$46.8M +$4.4M +92,940 +11%
DBT
108
Dubuque Bank & Trust
Iowa
$46.3M +$391K +8,268 +0.9%
BRWM
109
B. Riley Wealth Management
Tennessee
$46.1M -$4.22M -89,124 -8%
JP Morgan Chase
110
JP Morgan Chase
New York
$45M -$6.24M -131,928 -12%
ME
111
McIlrath & Eck
Washington
$44.9M +$1.29M +27,360 +3%
BCM
112
Brookstone Capital Management
Illinois
$44.2M +$3.32M +70,152 +8%
BEC
113
Blue Edge Capital
Virginia
$44.1M +$394K +8,322 +0.9%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$44.1M -$693K -14,658 -2%
NA
115
NewEdge Advisors
Louisiana
$44M +$3.84M +81,264 +10%
AF
116
Allworth Financial
California
$44M +$16.8M +356,226 +64%
Betterment LLC
117
Betterment LLC
New York
$43.9M +$607K +12,834 +1%
RWM
118
Rezny Wealth Management
Florida
$43.9M -$2.51M -53,010 -5%
SFG
119
Sage Financial Group
Pennsylvania
$43.4M +$1.07M +22,710 +3%
JC
120
Jentner Corp
Ohio
$43.3M +$751K +15,870 +2%
SQA
121
Simon Quick Advisors
New Jersey
$42.3M +$2.38M +50,292 +6%
CAN
122
Cetera Advisor Networks
California
$42.3M +$2.96M +62,622 +8%
SFWA
123
Summit Financial Wealth Advisors
Louisiana
$42.3M +$1.33M +28,200 +3%
GC
124
Grimes & Company
Massachusetts
$42M -$561K -11,868 -1%
RZH
125
Relyea Zuckerberg Hanson
Connecticut
$41.7M +$2.04M +43,044 +5%

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.