We are live on ! Find out more
VUG icon

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
SFP
1376
Sterling Financial Planning
New Jersey
$290K +$133K +2,550 +89%
BC
1377
Bowman & Company
Wisconsin
$290K +$281K +5,400 New
AP
1378
Adero Partners
California
$289K
LNB
1379
Ledyard National Bank
$289K
MAS
1380
Madden Advisory Services
Florida
$289K
WSWA
1381
Warren Street Wealth Advisors
California
$288K +$281K +5,388 New
T
1382
TNF
Montana
$288K +$299K +5,736 New
GCM
1383
Gables Capital Management
Florida
$287K
MA
1384
MKT Advisors
California
$287K +$327K +6,270 New
SWP
1385
Summit Wealth Partners
Florida
$286K +$279K +5,352 New
JEST
1386
JTC Employer Solutions Trustee
Jersey
$286K
KCM
1387
Karp Capital Management
California
$286K +$279K +5,352 New
RWA
1388
RGT Wealth Advisors
Texas
$285K +$277K +5,322 New
WCM
1389
WealthBridge Capital Management
Ohio
$284K -$26.3K -504 -9%
WCP
1390
Wick Capital Partners
Pennsylvania
$284K +$277K +5,316 New
IF
1391
IRON Financial
Illinois
$283K +$313 +6 +0.1%
WAM
1392
Walker Asset Management
Missouri
$283K +$276K +5,292 New
OPWM
1393
Oxinas Partners Wealth Management
Indiana
$282K -$625 -12 -0.2%
DAC
1394
Dividend Assets Capital
South Carolina
$281K -$7.81K -150 -3%
DFA
1395
DHJJ Financial Advisors
Illinois
$281K
BRC
1396
Bell Rock Capital
Delaware
$281K +$275K +5,286 New
IMOV
1397
Investment Management of Virginia
Virginia
$280K -$5.63K -108 -2%
OAM
1398
Occidental Asset Management
California
$277K
FDS
1399
Freedom Day Solutions
Texas
$275K -$1.25K -24 -0.5%
FPCP
1400
Fort Point Capital Partners
California
$275K

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.