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Vanguard Growth ETF
VUG

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: 231 → 236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,415 → 1,428 (+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

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$284M
2
LPL Financial
LPL Financial
California
+$81.3M
3
AWM
AE Wealth Management
Kansas
+$68.2M
4
PAG
Private Advisor Group
New Jersey
+$59.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$503M
2
KFS
Kelly Financial Services
Massachusetts
-$241M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$112M
4
WFS
Weitzel Financial Services
Iowa
-$94.3M
5
IC
Inscription Capital
Texas
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1276
StrategIQ Financial Group
Indiana
$221K – – –
TA
1277
Trellis Advisors
Washington
$221K – – –
CIP
1278
Capital Insight Partners
Arizona
$221K +$228K +4,578 New
TW
1279
TrinityPoint Wealth
Connecticut
$220K -$7.46K -150 -3%
AMC
1280
Asset Management Corp
Illinois
$219K – – –
KW
1281
KWB Wealth
California
$218K -$21.5K -432 -9%
IMA
1282
Investment Management Associates
Colorado
$218K +$299 +6 +0.1%
FBC
1283
Fairfield, Bush & Co
Connecticut
$218K +$224K +4,506 New
SWP
1284
Strategic Wealth Partners
Ohio
$217K +$223K +4,488 New
FWM
1285
Frontier Wealth Management
Missouri
$215K +$222K +4,452 New
CCM
1286
Crew Capital Management
Ohio
$214K – – –
ERIM
1287
Eagle Ridge Investment Management
Connecticut
$214K – – –
TAM
1288
Tocqueville Asset Management
New York
$214K – – –
SFG
1289
Sovereign Financial Group
Connecticut
$214K +$220K +4,416 New
SCG
1290
Sonata Capital Group
Washington
$213K – – –
WPA
1291
West Paces Advisors
Georgia
$212K +$2.09K +42 +1%
CFA
1292
Capstone Financial Advisors
Illinois
$212K +$896 +18 +0.4%
MCA
1293
Magnolia Capital Advisors
Mississippi
$210K -$53.1K -1,068 -20%
MCM
1294
Mitchell Capital Management
Kansas
$210K – – –
NFSG
1295
Newbridge Financial Services Group
Florida
$208K -$18.2K -366 -8%
CT
1296
Cambridge Trust
Massachusetts
$208K – – –
UFA
1297
US Financial Advisors
Massachusetts
$207K -$92K -1,848 -30%
VHAM
1298
Van Hulzen Asset Management
California
$207K +$213K +4,278 New
SCA
1299
Stonebridge Capital Advisors
Minnesota
$206K -$190K -3,816 -47%
TIAM2
1300
Tru Independence Asset Management 2
Oregon
$206K +$2.99K +60 +1%
50 51
52
53 54

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.