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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
BIM
1426
Bridges Investment Management
Nebraska
$257K +$4.69K +90 +2%
TCOK
1427
Trust Company of Kansas
Kansas
$257K +$250K +4,806 New
HIMC
1428
Heritage Investors Management Corp
Maryland
$256K -$74.7K -1,434 -23%
BFS
1429
Bradley Foster & Sargent
Connecticut
$256K
CHJWM
1430
Carlton Hofferkamp & Jenks Wealth Management
Texas
$256K
FWI
1431
Facet Wealth Inc
Maryland
$254K -$15K -288 -6%
PAG
1432
Private Advisory Group
Washington
$254K +$247K +4,740 New
CC
1433
Courier Capital
New York
$253K
PWA
1434
Phoenix Wealth Advisors
North Carolina
$253K
BO
1435
BRR OpCo
Ohio
$253K +$27.2K +522 +12%
CRWM
1436
Castle Rock Wealth Management
California
$252K -$20.9K -402 -7%
MSR
1437
Main Street Research
Connecticut
$251K -$50K -960 -17%
BAM
1438
Baldrige Asset Management
Pennsylvania
$251K -$4.38K -84 -2%
SFG
1439
Sather Financial Group
Texas
$251K
JPLA
1440
Joseph P. Lucia & Associates
New York
$250K
LFWA
1441
LBJ Family Wealth Advisors
Texas
$250K +$625 +12 +0.3%
WJWM
1442
Williams Jones Wealth Management
New York
$250K +$243K +4,668 New
OWM
1443
Opes Wealth Management
California
$249K -$42.2K -810 -15%
OFG
1444
Oxford Financial Group
Indiana
$249K
PFWA
1445
Paces Ferry Wealth Advisors
Georgia
$248K +$242K +4,638 New
BFEC
1446
Benjamin F. Edwards & Company
Missouri
$247K -$78.8K -1,512 -25%
FG
1447
Foster Group
Iowa
$245K
TA
1448
Trellis Advisors
Washington
$244K
EHPM
1449
Emery Howard Portfolio Management
California
$244K +$313 +6 +0.1%
TWM
1450
TMD Wealth Management
Arizona
$243K -$18.1K -348 -7%

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.