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Vanguard Growth ETF
VUG

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: 236 → 296 (+60)

17% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 500

17% more funds holding

Funds holding: 1,428 → 1,676 (+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

Top Buyers

Rank Fund Capital Flow
1
CIAS
CBIZ Investment Advisory Services
Ohio
+$204M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$92.6M
3
ETC
Exchange Traded Concepts
Oklahoma
+$84.5M
4
CTC
Central Trust Company
Missouri
+$71.1M
5
CWM
Campbell Wealth Management
Virginia
+$56.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$947M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$80.6M
3
PAG
Private Advisor Group
New Jersey
-$60.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$50.6M
5
TF
TIAA FSB
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
1401
New England Private Wealth Advisors
Massachusetts
$275K – – –
HNW
1402
High Note Wealth
Minnesota
$275K +$9.38K +180 +4%
CWS
1403
Confluence Wealth Services
Pennsylvania
$275K +$268K +5,142 New
EA
1404
Elm Advisors
California
$273K – – –
SC
1405
Solstein Capital
California
$272K – – –
LWA
1406
Lineweaver Wealth Advisors
Ohio
$272K +$313 +6 +0.1%
SYBT
1407
Stock Yards Bank & Trust
Kentucky
$271K +$313 +6 +0.1%
OCM
1408
Objective Capital Management
Ohio
$271K +$264K +5,076 New
SFG
1409
Sowa Financial Group
Rhode Island
$269K +$313 +6 +0.1%
MF
1410
Meridian Financial
Massachusetts
$269K +$262K +5,022 New
CI
1411
CPR Investments
Michigan
$268K +$261K +5,004 New
CT
1412
Cambridge Trust
Massachusetts
$266K +$35.6K +684 +16%
SC
1413
Schiavi & Co
Delaware
$265K – – –
IF
1414
Ironwood Financial
Arizona
$264K – – –
SW
1415
Signify Wealth
Missouri
$263K -$12.5M -239,064 -98%
SCP
1416
Shorepoint Capital Partners
Massachusetts
$263K -$6.56K -126 -2%
BAAM
1417
Baker Avenue Asset Management
California
$262K +$255K +4,896 New
APIM
1418
Agate Pass Investment Management
Washington
$262K +$256K +4,908 New
APWM
1419
Atlas Private Wealth Management
New York
$261K +$313 +6 +0.1%
BA
1420
Bridgewater Advisors
New York
$260K – – –
RP
1421
Riverbridge Partners
Minnesota
$260K +$253K +4,860 New
MP
1422
McDonald Partners
Ohio
$259K -$895K -17,172 -78%
ACM
1423
Absolute Capital Management
Pennsylvania
$259K +$252K +4,836 New
MPI
1424
Mairs & Power Inc
Minnesota
$258K – – –
WA
1425
WP Advisors
California
$258K +$625 +12 +0.2%
55 56
57
58 59

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.