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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
GTAM
1301
Global Trust Asset Management
Florida
$205K
SIAG
1302
Safeguard Investment Advisory Group
California
$205K +$299 +6 +0.1%
BO
1303
BRR OpCo
Ohio
$204K
SKK
1304
Shepherd Kaplan Krochuk
Massachusetts
$204K
RWMH
1305
Riverpoint Wealth Management Holdings
Illinois
$203K -$7.86M -157,962 -97%
CST
1306
Charles Schwab Trust
Nevada
$203K -$381K -7,656 -65%
LCM
1307
LVM Capital Management
Michigan
$203K
LFA
1308
Legacy Financial Advisors
Kentucky
$203K +$209K +4,194 New
CG
1309
Cutler Group
California
$203K +$209K +4,200 New
RC
1310
Rinet Company
Massachusetts
$203K +$209K +4,200 New
GWS
1311
Glassman Wealth Services
Virginia
$202K
ODFS
1312
O'Donnell Financial Services
California
$202K +$208K +4,170 New
SWIG
1313
Strategic Wealth Investment Group
Kentucky
$202K +$209K +4,194 New
IWA
1314
IBEX Wealth Advisors
New Jersey
$193K +$198K +3,984 New
CDIA
1315
Capital Directions Investment Advisors
Georgia
$192K -$1.05M -21,066 -84%
LC
1316
Lindbrook Capital
California
$191K -$120K -2,418 -38%
TIM
1317
Tortoise Investment Management
New York
$191K
LFG
1318
Larson Financial Group
Missouri
$184K +$54.3K +1,092 +40%
CB
1319
Community Bank
New York
$177K +$11.9K +240 +7%
WB
1320
Webster Bank
Connecticut
$175K -$14.9K -300 -8%
BIA
1321
Bell Investment Advisors
California
$173K +$178K +3,576 New
DOA
1322
D'Orazio & Associates
Virginia
$166K +$41.5K +834 +32%
AF
1323
Arrow Financial
New York
$161K
WWM
1324
Wolff Wiese Magana
California
$157K
MPWT
1325
MassMutual Private Wealth & Trust
Connecticut
$153K +$127K +2,550 +417%

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.