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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
BA
1251
Bridgewater Advisors
New York
$235K +$242K +4,866 New
MPI
1252
Mairs & Power Inc
Minnesota
$233K
WA
1253
WP Advisors
California
$233K
BFS
1254
Bradley Foster & Sargent
Connecticut
$232K
BAM
1255
Baldrige Asset Management
Pennsylvania
$231K -$31.9K -642 -12%
MWM
1256
Merriman Wealth Management
Washington
$229K -$448K -9,000 -65%
CC
1257
Courier Capital
New York
$229K -$40.3K -810 -15%
PWA
1258
Phoenix Wealth Advisors
North Carolina
$228K
AWM
1259
Apollon Wealth Management
South Carolina
$228K +$234K +4,710 New
BIM
1260
Bridges Investment Management
Nebraska
$228K +$235K +4,722 New
KNW
1261
Kesler Norman & Wride
Utah
$227K
PPW
1262
Parcion Private Wealth
Washington
$227K
SFG
1263
Sather Financial Group
Texas
$227K
BNP Paribas Financial Markets
1264
BNP Paribas Financial Markets
France
$226K +$27.8K +558 +14%
WA
1265
Wambolt & Associates
Colorado
$226K -$20.3K -408 -8%
JPLA
1266
Joseph P. Lucia & Associates
New York
$226K
LFWA
1267
LBJ Family Wealth Advisors
Texas
$225K
OFG
1268
Oxford Financial Group
Indiana
$225K
HF
1269
Halpern Financial
Virginia
$225K +$74.6K +1,500 +48%
CSIC
1270
Clifford Swan Investment Counsel
California
$223K
AA
1271
Apriem Advisors
California
$223K +$3.88K +78 +2%
RTS
1272
Round Table Services
New Jersey
$223K +$230K +4,614 New
FG
1273
Foster Group
Iowa
$222K
RWB
1274
RMR Wealth Builders
New Jersey
$222K +$228K +4,590 New
EHPM
1275
Emery Howard Portfolio Management
California
$221K

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.