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Vanguard Growth ETF

1,428 hedge funds and large institutions have $50.3B invested in Vanguard Growth ETF in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 576 increasing their positions, 479 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

21% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $17.8M

20% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 479

2% more funds holding in top 10

Funds holding in top 10: 231236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,4151,428 (+13)

9.67% less ownership

Funds ownership: 379.85%370.18% (-9.7%)

Holders
1,428
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
25%
Holding in Top 10
236
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.16%
% of All Funds
4.13%
New
102
Increased
576
Reduced
479
Closed
61
Calls
$21.6M
Puts
$17.8M
Net Calls
+$3.71M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1376
Avondale Wealth Management
Texas
$38K
JWM
1377
Janiczek Wealth Management
Colorado
$37K
RP
1378
Rice Partnership
Hawaii
$33K -$31.4K -630 -48%
WAS
1379
Winch Advisory Services
Wisconsin
$32K
AWM
1380
Atticus Wealth Management
Florida
$31K
PCTC
1381
Perkins Coie Trust Company
Washington
$30K
HR
1382
Howe & Rusling
New York
$29K
LWCFA
1383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
PFSC
1384
Peoples Financial Services Corp
Pennsylvania
$29K
SN
1385
Sittner & Nelson
Oregon
$29K
BWP
1386
Baldwin Wealth Partners
Massachusetts
$27K -$1.19K -24 -4%
AFS
1387
Annapolis Financial Services
Maryland
$27K
KIG
1388
Kowal Investment Group
Wisconsin
$27K +$27.8K +558 New
ANBT
1389
American National Bank & Trust
Texas
$25K
LF
1390
Lee Financial
Texas
$24K
AWM
1391
AllSquare Wealth Management
New York
$21K
WCAMG
1392
Woodard & Company Asset Management Group
North Carolina
$21K +$21.5K +432 New
BW
1393
Bison Wealth
Georgia
$18K
EWM
1394
Endurance Wealth Management
Rhode Island
$17K
HFA
1395
HC Financial Advisors
California
$16K +$2.69K +54 +20%
BCM
1396
Bourgeon Capital Management
Connecticut
$15K +$2.09K +42 +16%
BCM
1397
Blume Capital Management
California
$13K
CWA
1398
Clearview Wealth Advisors
Oregon
$12K -$1.19K -24 -9%
SIS
1399
Sound Income Strategies
Florida
$12K
NL
1400
NVWM LLC
Pennsylvania
$12K +$12.5K +252 New

VUG Hedge Fund Activity: Q3 2021 in Review

1,428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2021, worth a combined $50.3B — up 1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VUG positions and 61 closed out — a net gain of 41 holders — while 576 added to existing stakes and 479 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $503M.

  • 1,428 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2021, up from 1,415 in Q2 2021.
  • Funds reported $50.3B of Vanguard Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
  • 102 funds opened new Vanguard Growth ETF positions in Q3 2021 and 61 closed out, a net change of +41 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $284M added.
  • The largest Vanguard Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2021.