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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
WCF
1351
West Coast Financial
California
$314K -$7.81K -150 -2%
MAM
1352
McLean Asset Management
Virginia
$314K
RF
1353
Rollins Financial
Georgia
$314K +$306K +5,880 New
AWA
1354
Acorn Wealth Advisors
Michigan
$313K -$13.8K -264 -4%
Bank Julius Baer & Co
1355
Bank Julius Baer & Co
Switzerland
$313K
IIC
1356
Integrated Investment Consultants
Michigan
$311K
MA
1357
Mezzasalma Advisors
New Jersey
$310K
AWA
1358
Archvest Wealth Advisors
California
$310K +$302K +5,802 New
LAIC
1359
Lederer & Associates Investment Counsel
California
$308K
PP
1360
PDS Planning
Ohio
$306K -$11.6K -222 -4%
PAA
1361
Peregrine Asset Advisers
Oregon
$306K
SC
1362
Schoolcraft Capital
Colorado
$305K -$10.6K -204 -3%
LWP
1363
Laurel Wealth Planning
Minnesota
$304K
LIA
1364
LS Investment Advisors
Michigan
$302K
SCA
1365
Stillwater Capital Advisors
Pennsylvania
$300K
SWM
1366
Sugarloaf Wealth Management
Georgia
$299K -$7.5K -144 -3%
MI
1367
Moneywise Inc
Virginia
$299K +$313 +6 +0.1%
AWM
1368
Aspire Wealth Management
Massachusetts
$296K +$288K +5,526 New
FFP
1369
Forbes Financial Planning
Rhode Island
$294K +$286K +5,484 New
ORC
1370
O'Rourke & Company
Massachusetts
$293K +$286K +5,484 New
WFS
1371
Weitzel Financial Services
Iowa
$292K -$45.9K -882 -14%
TCM
1372
Telos Capital Management
California
$292K -$4.06K -78 -1%
ST
1373
Spinnaker Trust
Maine
$291K
DFC
1374
DBK Financial Counsel
Ohio
$291K +$284K +5,448 New
MCM
1375
Mitchell Capital Management
Kansas
$290K +$56.3K +1,080 +25%

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.