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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
RRWA
1326
Rainey & Randall Wealth Advisors
Florida
$337K +$2.5K +48 +0.8%
LC
1327
Landaas & Company
Wisconsin
$335K -$15.3K -294 -4%
SW
1328
SteelPeak Wealth
California
$335K +$326K +6,264 New
PP
1329
Palladium Partners
Virginia
$333K +$15.6K +300 +5%
CGPCS
1330
Capital Group Private Client Services
California
$332K -$161K -3,090 -33%
ACM
1331
Alamar Capital Management
California
$332K
ZIG
1332
Zullo Investment Group
Pennsylvania
$332K +$324K +6,210 New
1WA
1333
180 Wealth Advisors
Washington
$327K +$8.13K +156 +2%
CWMGP
1334
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$327K +$319K +6,120 New
CFG
1335
Cooper Financial Group
California
$326K -$15K -288 -5%
CCA
1336
Cadent Capital Advisors
Oklahoma
$323K -$18.4K -354 -6%
LW
1337
Linscomb Wealth
Texas
$323K -$8.75K -168 -3%
CYG
1338
Clean Yield Group
Vermont
$322K
HC
1339
Hoese & Co
Minnesota
$321K
SCM
1340
Stonehearth Capital Management
Massachusetts
$321K
KFI
1341
Key Financial Inc
Pennsylvania
$320K -$49.4K -948 -14%
OC
1342
Oakworth Capital
Alabama
$320K
JIP
1343
Jaffetilchin Investment Partners
Florida
$320K +$11.3K +216 +4%
LPT
1344
Legacy Private Trust
Wisconsin
$319K
TC
1345
Truvestments Capital
Florida
$318K +$264K +5,070 +583%
FP
1346
Financial Perspectives
Minnesota
$318K +$2.5K +48 +0.8%
BFA
1347
Beacon Financial Advisory
Ohio
$317K -$5.63K -108 -2%
CRI
1348
Colonial River Investments
Virginia
$317K +$309K +5,934 New
TFM
1349
TFC Financial Management
Massachusetts
$316K -$11.6K -222 -4%
SCA
1350
Stonebridge Capital Advisors
Minnesota
$316K +$86K +1,650 +39%

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.