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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
KNW
1451
Kesler Norman & Wride
Utah
$243K -$8.75K -168 -4%
CCFCSB
1452
Cape Cod Five Cents Savings Bank
Massachusetts
$243K +$237K +4,548 New
AA
1453
Apriem Advisors
California
$242K -$4.69K -90 -2%
IMA
1454
Investment Management Associates
Colorado
$242K +$313 +6 +0.1%
HFS
1455
Hantz Financial Services
Michigan
$242K +$73.8K +1,416 +45%
GSAM
1456
Grant Street Asset Management
Pennsylvania
$242K +$235K +4,518 New
FBC
1457
Fairfield, Bush & Co
Connecticut
$241K
NFSG
1458
Newbridge Financial Services Group
Florida
$241K +$10.3K +198 +5%
SWM
1459
Soundmark Wealth Management
Washington
$240K -$792K -15,210 -77%
VW
1460
Vance Wealth
California
$239K +$233K +4,464 New
FWM
1461
Frontier Wealth Management
Missouri
$238K +$313 +6 +0.1%
PWS
1462
Paragon Wealth Strategies
Florida
$238K +$232K +4,458 New
CHC
1463
City Holding Co
West Virginia
$237K
FC
1464
Fulcrum Capital
Washington
$237K +$231K +4,440 New
T
1465
TCWP
Ohio
$237K +$232K +4,446 New
SCG
1466
Sonata Capital Group
Washington
$236K
TAM
1467
Tocqueville Asset Management
New York
$236K
WPA
1468
West Paces Advisors
Georgia
$236K +$938 +18 +0.4%
WA
1469
Wambolt & Associates
Colorado
$235K -$11.9K -228 -5%
SF
1470
SBK Financial
Virginia
$235K +$229K +4,398 New
VCM
1471
Vivaldi Capital Management
Illinois
$234K -$73.8K -1,416 -24%
SWP
1472
Strategic Wealth Partners
Ohio
$233K -$7.19K -138 -3%
UL
1473
Unionview LLC
Washington
$233K +$227K +4,350 New
TIAM2
1474
Tru Independence Asset Management 2
Oregon
$231K +$1.88K +36 +0.8%
MTIC
1475
Missouri Trust & Investment Company
Missouri
$230K +$224K +4,302 New

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.