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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
WA
1251
WP Advisors
California
$230K +$545 +12 +0.2%
PWA
1252
Phoenix Wealth Advisors
North Carolina
$230K +$36.2K +798 +20%
BFS
1253
Bradley Foster & Sargent
Connecticut
$229K – – –
PCM
1254
Poehling Capital Management
Wisconsin
$228K – – –
CCA
1255
Checchi Capital Advisers
California
$227K – – –
GWM
1256
GSB Wealth Management
Connecticut
$226K +$1.91K +42 +0.9%
SFG
1257
Sather Financial Group
Texas
$225K – – –
TW
1258
TrinityPoint Wealth
Connecticut
$224K -$25.9K -570 -11%
JPLA
1259
Joseph P. Lucia & Associates
New York
$224K – – –
OFG
1260
Oxford Financial Group
Indiana
$223K -$240K -5,286 -53%
NFSG
1261
Newbridge Financial Services Group
Florida
$223K +$7.36K +162 +4%
LFWA
1262
LBJ Family Wealth Advisors
Texas
$222K +$211K +4,656 New
SWP
1263
Summit Wealth Partners
Florida
$221K +$210K +4,632 New
BMCM
1264
Burns Matteson Capital Management
New York
$220K +$209K +4,596 New
FG
1265
Foster Group
Iowa
$219K +$208K +4,590 New
EHPM
1266
Emery Howard Portfolio Management
California
$218K +$207K +4,560 New
SFG
1267
StrategIQ Financial Group
Indiana
$218K +$207K +4,560 New
TA
1268
Trellis Advisors
Washington
$218K +$207K +4,560 New
NAM
1269
NorthCoast Asset Management
Connecticut
$218K +$207K +4,566 New
AMC
1270
Asset Management Corp
Illinois
$217K -$58.8K -1,296 -22%
AA
1271
Apriem Advisors
California
$217K +$206K +4,542 New
LA
1272
Latitude Advisors
Florida
$216K -$61.3K -1,350 -23%
PPW
1273
Parcion Private Wealth
Washington
$216K -$52.9K -1,164 -21%
IMA
1274
Investment Management Associates
Colorado
$216K +$205K +4,512 New
RRWA
1275
Rainey & Randall Wealth Advisors
Florida
$215K +$204K +4,494 New
49 50
51
52 53

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.