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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
SBIA
1276
Sheaff Brock Investment Advisors
Indiana
$386K -$64.1K -1,230 -15%
BPWM
1277
Badgley Phelps Wealth Managers
Washington
$385K
MIFH
1278
Migdal Insurance & Financial Holdings
Israel
$385K
IAG
1279
Investmark Advisory Group
Connecticut
$384K +$374K +7,182 New
HCM
1280
Howard Capital Management
Georgia
$383K +$5.31K +102 +1%
APG
1281
Abacus Planning Group
South Carolina
$382K
IWA
1282
Intercontinental Wealth Advisors
Texas
$382K +$42.2K +810 +13%
OWP
1283
Obermeyer Wealth Partners
Colorado
$381K
PWM
1284
PBMares Wealth Management
Virginia
$380K +$10K +192 +3%
CIS
1285
Continental Investors Services
Washington
$378K +$411K +7,896 New
UI
1286
Unconventional Investor
New Hampshire
$376K +$377K +7,230 New
WCG
1287
Weaver Consulting Group
California
$375K +$66K +1,266 +22%
NWMG
1288
National Wealth Management Group
Ohio
$374K +$364K +6,996 New
HFA
1289
High Falls Advisors
New York
$373K
LWM
1290
Lyell Wealth Management
California
$373K
HPC
1291
HM Payson & Co
Maine
$372K -$13.1K -252 -3%
GW
1292
GW & Wade
Massachusetts
$371K -$23.4K -450 -6%
SIC
1293
Sigma Investment Counselors
Michigan
$371K
TI
1294
tru Independence
Oregon
$367K -$1.88K -36 -0.5%
LFA
1295
Level Financial Advisors
New York
$366K +$357K +6,846 New
FFG
1296
Frisch Financial Group
New York
$365K +$29.1K +558 +9%
LFG
1297
Larson Financial Group
Missouri
$363K +$155K +2,976 +78%
AMM
1298
American Money Management
California
$361K -$15K -288 -4%
SIC
1299
Shoker Investment Counsel
Ohio
$360K -$8.44K -162 -2%
GI
1300
Gradient Investments
Minnesota
$359K +$78.5K +1,506 +29%

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.