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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
CAM
1226
Congress Asset Management
Massachusetts
$251K
FDS
1227
Freedom Day Solutions
Texas
$250K -$285K -5,718 -53%
NAM
1228
NorthCoast Asset Management
Connecticut
$250K +$29.9K +600 +13%
OAM
1229
Occidental Asset Management
California
$250K +$257K +5,172 New
FPCP
1230
Fort Point Capital Partners
California
$249K
NEPWA
1231
New England Private Wealth Advisors
Massachusetts
$248K
CHC
1232
City Holding Co
West Virginia
$248K +$224K +4,500 +714%
EA
1233
Elm Advisors
California
$247K -$8.96K -180 -3%
RA
1234
Riversedge Advisors
Delaware
$247K
SC
1235
Solstein Capital
California
$246K
LWA
1236
Lineweaver Wealth Advisors
Ohio
$246K +$299 +6 +0.1%
SYBT
1237
Stock Yards Bank & Trust
Kentucky
$245K
SCP
1238
Shorepoint Capital Partners
Massachusetts
$244K +$251K +5,052 New
CL
1239
CIM LLC
New York
$243K -$72.6K -1,458 -24%
SFG
1240
Sowa Financial Group
Rhode Island
$243K
FWI
1241
Facet Wealth Inc
Maryland
$243K +$35.8K +720 +17%
CFSG
1242
Community Financial Services Group
Vermont
$242K +$249K +5,004 New
HNW
1243
High Note Wealth
Minnesota
$240K
SC
1244
Schiavi & Co
Delaware
$240K +$299 +6 +0.1%
BIM
1245
Baldwin Investment Management
Pennsylvania
$238K
IF
1246
Ironwood Financial
Arizona
$238K +$87.2K +1,752 +55%
VDBMI
1247
Van Den Berg Management I
Texas
$237K +$2.99K +60 +1%
APWM
1248
Atlas Private Wealth Management
New York
$236K
TWM
1249
TMD Wealth Management
Arizona
$236K +$243K +4,890 New
AIM
1250
ARK Investment Management
Florida
$235K +$242K +4,854 New

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.