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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
4.55%
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
TCM
1226
Tradewinds Capital Management
Washington
$427K
IC
1227
Iconiq Capital
California
$426K +$938 +18 +0.2%
NWM
1228
Northwest Wealth Management
Iowa
$425K -$40K -768 -9%
MC
1229
Moors & Cabot
Massachusetts
$425K -$2.5K -48 -0.6%
CAM
1230
Columbia Asset Management
Michigan
$425K +$20K +384 +5%
MIAS
1231
Mason Investment Advisory Services
Virginia
$425K -$4.06K -78 -1%
ICP
1232
Interchange Capital Partners
Pennsylvania
$424K -$677K -13,002 -62%
MWM
1233
MBE Wealth Management
Wisconsin
$424K -$9.38K -180 -2%
WOC
1234
West Oak Capital
California
$424K -$3.13K -60 -0.8%
EFA
1235
Evernest Financial Advisors
Indiana
$424K +$393K +7,536 New
FFA
1236
Fragasso Financial Advisors
Pennsylvania
$423K +$89.1K +1,710 +28%
LA
1237
LexAurum Advisors
Kansas
$422K
MIC
1238
Means Investment Company
Maine
$422K +$313 +6 +0.1%
DWM
1239
Dopkins Wealth Management
New York
$420K +$409K +7,848 New
IC
1240
Inscription Capital
Texas
$418K +$68.1K +1,308 +20%
PP
1241
Pacifica Partners
Canada
$418K +$78.8K +1,512 +23%
HW
1242
Hancock Whitney
Mississippi
$418K +$407K +7,818 New
KPCM
1243
Kings Point Capital Management
New York
$417K
CG
1244
CFO4Life Group
Texas
$416K +$625 +12 +0.2%
VFP
1245
Verus Financial Partners
Virginia
$415K +$625 +12 +0.2%
IAA
1246
Independent Advisor Alliance
North Carolina
$413K +$1.88K +36 +0.5%
BS
1247
Boenning & Scattergood
Pennsylvania
$412K +$313 +6 +0.1%
VFM
1248
Vivid Financial Management
California
$411K +$28.8K +552 +8%
APW
1249
Austin Private Wealth
Texas
$409K +$938 +18 +0.2%
HAC
1250
Harbor Advisory Corp
New Hampshire
$408K -$182K -3,492 -31%

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,499 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.