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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
PWA
1301
Pillar Wealth Advisors
Pennsylvania
$359K +$349K +6,708 New
VCM
1302
Viewpoint Capital Management
Washington
$359K +$349K +6,708 New
TWM
1303
TriaGen Wealth Management
California
$358K
LWMT
1304
Legacy Wealth Management (Tennessee)
Tennessee
$357K
TFGT
1305
TS Financial Group (TSFG)
Illinois
$356K +$75K +1,440 +28%
AC
1306
Avestar Capital
New York
$355K +$346K +6,636 New
KCM
1307
Kanawha Capital Management
Virginia
$353K +$313 +6 +0.1%
IWS
1308
Insight Wealth Strategies
California
$352K
QCIG
1309
Quad-Cities Investment Group
Iowa
$352K +$22.5K +432 +7%
JCM
1310
Jacobi Capital Management
Pennsylvania
$351K +$37.5K +720 +12%
FNT
1311
First Nebraska Trust
Nebraska
$348K
NCM
1312
Noesis Capital Mangement
Florida
$347K -$86K -1,650 -20%
PGA
1313
Portland Global Advisors
Maine
$347K -$28.1K -540 -8%
KM
1314
Kalos Management
Georgia
$346K +$3.44K +66 +1%
TCOV
1315
Trust Company of Vermont
Vermont
$345K
EWA
1316
Encompass Wealth Advisors
Oregon
$343K -$83.5K -1,602 -20%
SMH
1317
Sanders Morris Harris
Texas
$343K
IIC
1318
Ironwood Investment Counsel
Arizona
$342K -$16.9K -324 -5%
GWM
1319
GSB Wealth Management
Connecticut
$342K +$333K +6,390 New
RC
1320
Roundview Capital
New Jersey
$341K -$374K -7,182 -53%
GA
1321
Greenspring Advisors
Maryland
$341K +$332K +6,378 New
IFS
1322
Ifrah Financial Services
Arkansas
$341K +$332K +6,378 New
SMA
1323
Sage Mountain Advisors
Georgia
$340K +$313 +6 +0.1%
VDBMI
1324
Van Den Berg Management I
Texas
$340K +$76K +1,458 +30%
B
1325
Bailard
California
$339K

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.