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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
KW
1276
KWB Wealth
California
$212K – – –
CSIC
1277
Clifford Swan Investment Counsel
California
$211K -$43.3K -954 -18%
SCG
1278
Sonata Capital Group
Washington
$211K -$14.7K -324 -7%
CCM
1279
Crew Capital Management
Ohio
$211K +$201K +4,416 New
TAM
1280
Tocqueville Asset Management
New York
$211K +$201K +4,416 New
ERIM
1281
Eagle Ridge Investment Management
Connecticut
$211K +$201K +4,422 New
CFA
1282
Capstone Financial Advisors
Illinois
$209K +$199K +4,374 New
PFS
1283
Physicians Financial Services
North Carolina
$209K +$199K +4,374 New
WAG
1284
Winthrop Advisory Group
Massachusetts
$208K +$197K +4,344 New
MCM
1285
Mitchell Capital Management
Kansas
$208K +$198K +4,350 New
WPA
1286
West Paces Advisors
Georgia
$208K – – –
FWI
1287
Facet Wealth Inc
Maryland
$206K +$196K +4,308 New
TC
1288
TownSquare Capital
Utah
$205K +$191K +4,200 New
CT
1289
Cambridge Trust
Massachusetts
$205K +$195K +4,296 New
SIAG
1290
Safeguard Investment Advisory Group
California
$203K +$193K +4,248 New
GTAM
1291
Global Trust Asset Management
Florida
$202K – – –
SKK
1292
Shepherd Kaplan Krochuk
Massachusetts
$202K +$192K +4,218 New
TIAM2
1293
Tru Independence Asset Management 2
Oregon
$201K -$26.7K -588 -12%
AC
1294
Arjuna Capital
North Carolina
$201K +$191K +4,206 New
BO
1295
BRR OpCo
Ohio
$201K +$191K +4,206 New
LCM
1296
LVM Capital Management
Michigan
$201K +$191K +4,206 New
GWS
1297
Glassman Wealth Services
Virginia
$200K -$545 -12 -0.3%
KOMWMG
1298
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K +$190K +4,182 New
BNP Paribas Financial Markets
1299
BNP Paribas Financial Markets
France
$197K +$187K +4,122 New
TIM
1300
Tortoise Investment Management
New York
$189K -$5.45K -120 -3%
50 51
52
53 54

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.