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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
HFS
1326
Hantz Financial Services
Michigan
$151K -$28.4K -570 -15%
SBL
1327
Sargent Bickham Lagudis
Colorado
$151K
BFG
1328
Baron Financial Group
New Jersey
$151K
ODG
1329
O'Dell Group
Ohio
$150K +$154K +3,102 New
WOSD
1330
WFA of San Diego
California
$145K +$149K +2,994 New
1IA
1331
1834 Investment Advisors
Wisconsin
$143K -$8.96K -180 -6%
SFP
1332
Sterling Financial Planning
New Jersey
$139K +$98.8K +1,986 +224%
PAIM
1333
Punch & Associates Investment Management
Minnesota
$137K
NSIM
1334
North Star Investment Management
Illinois
$131K
FBT
1335
First Bank & Trust
South Dakota
$124K
PP
1336
PrairieView Partners
Minnesota
$120K
BCA
1337
Bray Capital Advisors
Florida
$110K
LDFR
1338
Lehman & Derafelo Financial Resources
Pennsylvania
$110K
CPC
1339
Consolidated Planning Corp
Georgia
$105K +$108K +2,172 New
FWP
1340
FAS Wealth Partners
Kansas
$104K +$20.9K +420 +24%
LS
1341
Leelyn Smith
Illinois
$102K -$896 -18 -0.8%
BEI
1342
Benjamin Edwards Inc
Missouri
$102K
BMD
1343
Better Money Decisions
New Mexico
$102K
CMBA
1344
C.M. Bidwell & Associates
Hawaii
$102K
WIA
1345
Wealthstreet Investment Advisors
Texas
$96K
FEG
1346
Financial Enhancement Group
Indiana
$91K
FFC
1347
First Financial Corp
Indiana
$91K
MFA
1348
McClarren Financial Advisors
Pennsylvania
$91K
POIA
1349
Pin Oak Investment Advisors
Texas
$90K
FDCDDQ
1350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.1K +$89.6K +1,800 New

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.