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Vanguard Growth ETF
VUG

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: 209 → 231 (+22)

4% more funds holding

Funds holding: 1,358 → 1,415 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$261M
2
KFS
Kelly Financial Services
Massachusetts
+$221M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$158M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$120M
5
EH
Equitable Holdings
New York
+$107M

Top Sellers

Rank Fund Capital Flow
1
RC
RegentAtlantic Capital
New Jersey
-$119M
2
SMM
Stadion Money Management
Georgia
-$72.5M
3
MIS
Morningstar Investment Services
Illinois
-$70.6M
4
CWM
Campbell Wealth Management
Virginia
-$57.2M
5
FP
Financial Perspectives
Minnesota
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1226
Solstein Capital
California
$244K – – –
RA
1227
Riversedge Advisors
Delaware
$244K +$7.08K +156 +3%
EP
1228
Edgestream Partners
New Jersey
$243K +$230K +5,076 New
LWA
1229
Lineweaver Wealth Advisors
Ohio
$242K -$152K -3,348 -40%
SYBT
1230
Stock Yards Bank & Trust
Kentucky
$242K – – –
QCIG
1231
Quad-Cities Investment Group
Iowa
$242K +$230K +5,064 New
WA
1232
Wambolt & Associates
Colorado
$241K +$228K +5,028 New
IIC
1233
Ironwood Investment Counsel
Arizona
$240K +$228K +5,028 New
FP
1234
Financial Perspectives
Minnesota
$240K -$52.8M -1,163,694 -100%
SFG
1235
Sowa Financial Group
Rhode Island
$239K – – –
SL
1236
Savior LLC
Massachusetts
$239K +$42.2K +930 +23%
BS
1237
Boenning & Scattergood
Pennsylvania
$239K +$227K +4,992 New
HR
1238
Hayden Royal
North Carolina
$238K -$10.6K -234 -4%
HNW
1239
High Note Wealth
Minnesota
$237K -$59.7K -1,314 -21%
SC
1240
Schiavi & Co
Delaware
$237K +$1.36K +30 +0.6%
BIM
1241
Baldwin Investment Management
Pennsylvania
$235K +$272 +6 +0.1%
HIP
1242
HUB Investment Partners
Texas
$233K -$167K -3,672 -43%
APWM
1243
Atlas Private Wealth Management
New York
$233K – – –
HT
1244
Heritage Trust
Oklahoma
$233K +$4.09K +90 +2%
KNW
1245
Kesler Norman & Wride
Utah
$232K -$21.5K -474 -9%
RF
1246
Rollins Financial
Georgia
$231K -$79K -1,740 -26%
PG
1247
Patten Group
Tennessee
$231K – – –
VDBMI
1248
Van Den Berg Management I
Texas
$231K +$220K +4,836 New
PWM
1249
PRW Wealth Management
Massachusetts
$231K +$220K +4,842 New
MPI
1250
Mairs & Power Inc
Minnesota
$230K – – –
48 49
50
51 52

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.