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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
ZIM
1251
Zacks Investment Management
Illinois
$407K +$396K +7,608 New
BWA
1252
BDO Wealth Advisors
Florida
$406K +$5K +96 +1%
JWBC
1253
John W. Brooker & Co
California
$405K -$38.8K -744 -9%
RK
1254
Rather & Kittrell
Tennessee
$405K +$395K +7,590 New
CWM
1255
Calamos Wealth Management
Illinois
$403K +$61.9K +1,188 +19%
AIM
1256
Allen Investment Management
New York
$401K
MCM
1257
Murphy Capital Management
New Jersey
$401K +$79.4K +1,524 +26%
BWM
1258
Bulltick Wealth Management
Florida
$401K
FMN
1259
Financial Management Network
California
$400K
CIA
1260
Cladis Investment Advisory
Montana
$400K +$389K +7,470 New
CWA
1261
Clarity Wealth Advisors
California
$398K -$1.88K -36 -0.5%
HTC
1262
Haverford Trust Company
Pennsylvania
$398K
JC
1263
JB Capital
Connecticut
$396K +$21.9K +420 +6%
BWA
1264
Beam Wealth Advisors
Louisiana
$395K -$222K -4,254 -37%
RWA
1265
River Wealth Advisors
Pennsylvania
$394K -$67.2K -1,290 -15%
HHGA
1266
Halbert Hargrove Global Advisors
California
$394K
PCM
1267
Pointe Capital Management
Michigan
$394K
RWA
1268
Ropes Wealth Advisors
Massachusetts
$394K
HIP
1269
HUB Investment Partners
Texas
$394K +$31.6K +606 +9%
TVAMP
1270
Tennessee Valley Asset Management Partners
Tennessee
$393K -$12.2K -234 -3%
SIAP
1271
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$393K
CPSAC
1272
Chas P. Smith & Associates (CPS)
Florida
$391K -$14.1K -270 -4%
AWP
1273
Ascent Wealth Partners
New York
$390K +$48.4K +930 +33%
UCB
1274
United Community Bank
South Carolina
$387K +$377K +7,242 New
YWP
1275
YorkBridge Wealth Partners
New York
$387K +$313 +6 +0.1%

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.