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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.85%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1251
Larson Financial Group
Missouri
$122K +$56K +1,308 +85%
PAIM
1252
Punch & Associates Investment Management
Minnesota
$121K
AWG
1253
Altus Wealth Group
Colorado
$119K
NSIM
1254
North Star Investment Management
Illinois
$116K
DOA
1255
D'Orazio & Associates
Virginia
$111K +$18K +420 +19%
PP
1256
PrairieView Partners
Minnesota
$110K +$29.5K +690 +37%
FBT
1257
First Bank & Trust
South Dakota
$109K
CWP
1258
Concord Wealth Partners
Virginia
$105K -$12.8K -300 -11%
BCA
1259
Bray Capital Advisors
Florida
$97K
LDFR
1260
Lehman & Derafelo Financial Resources
Pennsylvania
$97K
LS
1261
Leelyn Smith
Illinois
$93K -$2.57K -60 -3%
RBC
1262
Roble Belko & Company
Pennsylvania
$93K +$64.2K +1,500 +225%
BEI
1263
Benjamin Edwards Inc
Missouri
$90K
CMBA
1264
C.M. Bidwell & Associates
Hawaii
$90K
LF
1265
Lee Financial
Texas
$87K +$43.6K +1,020 +101%
CCM
1266
Covington Capital Management
California
$84K -$67.5K -1,578 -45%
FEG
1267
Financial Enhancement Group
Indiana
$81K
FFC
1268
First Financial Corp
Indiana
$81K
MWP
1269
Meridian Wealth Partners
Pennsylvania
$79K -$2.82K -66 -3%
POIA
1270
Pin Oak Investment Advisors
Texas
$79K
PWC
1271
PYA Waltman Capital
Tennessee
$78K
FWP
1272
FAS Wealth Partners
Kansas
$74K
SFSIG
1273
San Francisco Sentry Investment Group
California
$73K
BCPWM
1274
Bradley & Co Private Wealth Management
Florida
$73K +$72.9K +1,704 New
SSWG
1275
Seven Springs Wealth Group
Tennessee
$72K +$71.9K +1,680 New

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.