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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
SWM
1326
Sugarloaf Wealth Management
Georgia
$302K +$33.8K +714 +13%
DE
1327
Day & Ennis
Georgia
$301K -$86.8K -1,836 -23%
BFEC
1328
Benjamin F. Edwards & Company
Missouri
$301K +$78.9K +1,668 +36%
HWMA
1329
Heritage Wealth Management (Arizona)
Arizona
$301K +$297K +6,270 New
SW
1330
SteelPeak Wealth
California
$300K
WCP
1331
Wick Capital Partners
Pennsylvania
$299K +$44K +930 +17%
JWBC
1332
John W. Brooker & Co
California
$297K -$65.3K -1,380 -18%
FFS
1333
Founders Financial Securities
Maryland
$295K -$691K -14,598 -70%
DSC
1334
Duncker Streett & Co
Missouri
$295K -$364K -7,704 -56%
LHWM
1335
Lake Hills Wealth Management
Texas
$295K -$91.1K -1,926 -24%
CWMGP
1336
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$294K +$568 +12 +0.2%
MAM
1337
McLean Asset Management
Virginia
$293K
GA
1338
Greenspring Advisors
Maryland
$292K -$13.9K -294 -5%
MCM
1339
Murphy Capital Management
New Jersey
$291K -$67K -1,416 -19%
CCA
1340
Cadent Capital Advisors
Oklahoma
$290K +$284 +6 +0.1%
BFA
1341
Beacon Financial Advisory
Ohio
$289K +$5.11K +108 +2%
HC
1342
Hoese & Co
Minnesota
$288K
OC
1343
Oakworth Capital
Alabama
$287K
SCM
1344
Stonehearth Capital Management
Massachusetts
$287K
FDS
1345
Freedom Day Solutions
Texas
$286K +$38.9K +822 +16%
APIM
1346
Agate Pass Investment Management
Washington
$286K +$49.7K +1,050 +21%
TC
1347
Truvestments Capital
Florida
$285K +$284 +6 +0.1%
FP
1348
Financial Perspectives
Minnesota
$285K +$284 +6 +0.1%
CFO
1349
CVA Family Office
Colorado
$284K -$244K -5,166 -47%
ZIG
1350
Zullo Investment Group
Pennsylvania
$283K -$14.2K -300 -5%

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.