We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1301
Shoker Investment Counsel
Ohio
$323K
PWA
1302
Pillar Wealth Advisors
Pennsylvania
$322K
VCM
1303
Viewpoint Capital Management
Washington
$322K
1WA
1304
180 Wealth Advisors
Washington
$321K -$1.7K -36 -0.5%
TWM
1305
TriaGen Wealth Management
California
$321K
LFA
1306
Legacy Financial Advisors
Kentucky
$321K +$317K +6,702 New
BBA
1307
Braun-Bostich & Associates
Pennsylvania
$320K +$316K +6,684 New
NWMG
1308
National Wealth Management Group
Ohio
$319K -$15.9K -336 -5%
AIA
1309
Avalon Investment & Advisory
Texas
$318K +$314K +6,642 New
TC
1310
TownSquare Capital
Utah
$317K -$183K -3,876 -37%
KCM
1311
Kanawha Capital Management
Virginia
$316K
CWS
1312
Confluence Wealth Services
Pennsylvania
$316K +$68.7K +1,452 +28%
IWS
1313
Insight Wealth Strategies
California
$315K
FNT
1314
First Nebraska Trust
Nebraska
$312K
BHWM
1315
Beaird Harris Wealth Management
Texas
$311K -$1.03M -21,858 -77%
TCOV
1316
Trust Company of Vermont
Vermont
$309K
SMH
1317
Sanders Morris Harris
Texas
$307K
MA
1318
MKT Advisors
California
$307K +$74.6K +1,578 +25%
IFS
1319
Ifrah Financial Services
Arkansas
$306K +$851 +18 +0.3%
RC
1320
Roundview Capital
New Jersey
$305K -$851 -18 -0.3%
ACM
1321
Alamar Capital Management
California
$305K +$7.09K +150 +2%
PWP
1322
Personal Wealth Partners
Minnesota
$304K +$300K +6,342 New
VDBMI
1323
Van Den Berg Management I
Texas
$303K -$1.99K -42 -0.7%
B
1324
Bailard
California
$303K
RRWA
1325
Rainey & Randall Wealth Advisors
Florida
$302K

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.