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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
PCTC
1376
Perkins Coie Trust Company
Washington
$29K – – –
TCWA
1377
Ten Capital Wealth Advisors
Washington
$29K +$18.8K +414 +223%
LWCFA
1378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$27.2K +600 New
BWP
1379
Baldwin Wealth Partners
Massachusetts
$28K +$1.09K +24 +4%
AFS
1380
Annapolis Financial Services
Maryland
$27K +$22.6K +498 +830%
ANBT
1381
American National Bank & Trust
Texas
$25K – – –
LF
1382
Lee Financial
Texas
$24K -$69.5K -1,530 -75%
AWM
1383
AllSquare Wealth Management
New York
$20K – – –
BW
1384
Bison Wealth
Georgia
$17K – – –
EWM
1385
Endurance Wealth Management
Rhode Island
$16K – – –
FMP
1386
Financial Management Professionals
Texas
$15K -$5.71M -125,850 -100%
BCM
1387
Blume Capital Management
California
$13K – – –
HFA
1388
HC Financial Advisors
California
$13K – – –
BCM
1389
Bourgeon Capital Management
Connecticut
$13K +$545 +12 +5%
CWA
1390
Clearview Wealth Advisors
Oregon
$13K +$1.09K +24 +10%
EWM
1391
Elmwood Wealth Management
California
$13K +$12.5K +276 New
SIS
1392
Sound Income Strategies
Florida
$12K +$817 +18 +8%
CP
1393
Castleview Partners
Texas
$11K +$10.1K +222 New
FIG
1394
FundX Investment Group
California
$11K -$2.2M -48,402 -64%
TAM
1395
Tucker Asset Management
Colorado
$10K – – –
ST
1396
Sageworth Trust
Pennsylvania
$10K -$21.8K -480 -70%
IFA
1397
Interactive Financial Advisors
Illinois
$10K -$272 -6 -3%
CIM
1398
Contravisory Investment Management
Massachusetts
$10K – – –
BC
1399
Barnett & Company
Tennessee
$9K -$27.2K -600 -76%
EWM
1400
Edge Wealth Management
New York
$9K – – –
54 55
56
57 58

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.