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Vanguard Growth ETF
VUG

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209 → 231 (+22)

4% more funds holding

Funds holding: 1,358 → 1,415 (+57)

3.5% more ownership

Funds ownership: 376.34% → 379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$261M
2
KFS
Kelly Financial Services
Massachusetts
+$221M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$158M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$120M
5
EH
Equitable Holdings
New York
+$107M

Top Sellers

Rank Fund Capital Flow
1
RC
RegentAtlantic Capital
New Jersey
-$119M
2
SMM
Stadion Money Management
Georgia
-$72.5M
3
MIS
Morningstar Investment Services
Illinois
-$70.6M
4
CWM
Campbell Wealth Management
Virginia
-$57.2M
5
FP
Financial Perspectives
Minnesota
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1351
IAG Wealth Partners
Wisconsin
$62K +$58.3K +1,284 New
HWM
1352
Holloway Wealth Management
Florida
$60K – – –
VRM
1353
Vectors Research Management
New York
$60K – – –
ONST
1354
Old North State Trust
North Carolina
$56K – – –
HI
1355
Hudock Inc
Pennsylvania
$46K – – –
BAM
1356
Bellevue Asset Management
Washington
$46K +$272 +6 +0.6%
RMC
1357
Resources Management Corp
Connecticut
$46K +$817 +18 +2%
ASBI
1358
American State Bank (Iowa)
Iowa
$45.6K – – –
FFA
1359
Freedman Financial Associates
Massachusetts
$45K -$6.27K -138 -13%
CAGAS
1360
Capital Advisory Group Advisory Services
Minnesota
$42K – – –
PFA
1361
Professional Financial Advisors
Nebraska
$42K – – –
SFP
1362
Sterling Financial Planning
New Jersey
$42K +$1.09K +24 +3%
BBL
1363
Beck Bode LLC
Massachusetts
$40K +$37.6K +828 New
MAM
1364
McCarthy Asset Management
California
$39K – – –
AWM
1365
Avondale Wealth Management
Texas
$38K – – –
JWM
1366
Janiczek Wealth Management
Colorado
$36K -$12K -264 -26%
PGWM
1367
Parisi Gray Wealth Management
New Jersey
$34K +$32.4K +714 New
AWM
1368
Atticus Wealth Management
Florida
$31K – – –
PA
1369
Perennial Advisors
New York
$31K – – –
WAS
1370
Winch Advisory Services
Wisconsin
$31K – – –
CHC
1371
City Holding Co
West Virginia
$30K – – –
SN
1372
Sittner & Nelson
Oregon
$29K -$31.1K -684 -53%
HR
1373
Howe & Rusling
New York
$29K – – –
MPWT
1374
MassMutual Private Wealth & Trust
Connecticut
$29K – – –
PFSC
1375
Peoples Financial Services Corp
Pennsylvania
$29K – – –
53 54
55
56 57

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.