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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
IPW
1426
IronBridge Private Wealth
Texas
$1K +$896 +18 New
DWA
1427
Delos Wealth Advisors
Texas
$1K +$1.49K +30 New
BBHC
1428
Brown Brothers Harriman & Co
New York
$794 -$213K -4,272 -21%
WIM
1429
Westside Investment Management
California
$267
AP
1430
Advisors Preferred
Maryland
-$45.4M -948,060 Closed
ETC
1431
Exchange Traded Concepts
Oklahoma
-$42.8M -894,690 Closed
JWCA
1432
J.W. Cole Advisors
Florida
-$13.2M -276,564 Closed
EWA
1433
Exencial Wealth Advisors
Oklahoma
-$11.3M -236,838 Closed
SIM
1434
Seaview Investment Managers
Florida
-$3.7M -77,358 Closed
JWM
1435
Jackson Wealth Management
Florida
-$2.9M -60,750 Closed
Legacy Financial Group (Iowa)
1436
Legacy Financial Group (Iowa)
Iowa
-$2.9M -60,570 Closed
CI
1437
Cavalier Investments
Georgia
-$2.36M -49,464 Closed
GB
1438
Gunma Bank
Japan
-$2.24M -46,800 Closed
VDI
1439
Vaughan David Investments
Illinois
-$2.14M -44,766 Closed
FIA
1440
Foundations Investment Advisors
Arizona
-$1.61M -33,036 Closed
SNBOSCI
1441
Security National Bank of Sioux City Iowa
Iowa
-$1.48M -30,900 Closed
LSAG
1442
Lake Street Advisors Group
New Hampshire
-$1.17M -23,598 Closed
SFA
1443
Sequoia Financial Advisors
Ohio
-$1.13M -23,538 Closed
NAG
1444
Northstar Advisory Group
New Jersey
-$968K -20,244 Closed
GI
1445
Glovista Investments
New Jersey
-$862K -18,060 Closed
CL
1446
Cabana LLC
Arkansas
-$832K -17,406 Closed
ARC
1447
Advisor Resource Council
Texas
-$713K -14,922 Closed
CRI
1448
Colonial River Investments
Virginia
-$537K -11,226 Closed
FWIA
1449
Fort Washington Investment Advisors
Ohio
-$492K -10,290 Closed
Schroder Investment Management Group
1450
Schroder Investment Management Group
United Kingdom
-$434K -9,078 Closed

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.