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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
YAL
1401
Your Advocates Ltd
Texas
$12K +$12.8K +258 New
MWM
1402
Mascoma Wealth Management
New Hampshire
$11K +$11.3K +228 New
TAM
1403
Tucker Asset Management
Colorado
$11K
IFA
1404
Interactive Financial Advisors
Illinois
$10K -$896 -18 -8%
CIM
1405
Contravisory Investment Management
Massachusetts
$10K
ST
1406
Sageworth Trust
Pennsylvania
$10K
AF
1407
Affiance Financial
Minnesota
$10K +$896 +18 +10%
PSB
1408
Piscataqua Savings Bank
New Hampshire
$10K +$9.85K +198 New
BC
1409
Barnett & Company
Tennessee
$9K
EWM
1410
Edge Wealth Management
New York
$9K
RIA
1411
RPG Investment Advisory
California
$9K +$1.49K +30 +20%
BA
1412
Bellwether Advisors
Nebraska
$8K
HI
1413
Hoey Investments
Pennsylvania
$8K
RTC
1414
Riverview Trust Company
Washington
$8K +$8.06K +162 New
AW
1415
Avion Wealth
Texas
$6K
TCWA
1416
Ten Capital Wealth Advisors
Washington
$4K -$25.4K -510 -85%
VCM
1417
Versant Capital Management
Arizona
$4K +$3.88K +78 New
PA
1418
PSI Advisors
Florida
$4K +$4.48K +90 New
Barclays
1419
Barclays
United Kingdom
$3K -$142K -2,856 -98%
AWM
1420
Activest Wealth Management
Florida
$3K -$1.49K -30 -33%
LWA
1421
Lowe Wealth Advisors
Maryland
$3K
OIA
1422
Optimum Investment Advisors
Illinois
$3K
WFA
1423
WestHill Financial Advisors
California
$3K +$2.99K +60 New
PPWM
1424
PFG Private Wealth Management
Florida
$2K +$2.09K +42 New
EBA
1425
Eagle Bay Advisors
New York
$1K

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.