We are live on ! Find out more
VUG icon

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
LA
126
LVW Advisors
New York
$36.6M -$1.63M -32,802 -4%
PPW
127
Pasadena Private Wealth
California
$36.5M -$2.31M -46,512 -6%
CCM
128
Condor Capital Management
New Jersey
$36.4M -$378K -7,602 -1%
PIFP
129
Partners in Financial Planning
Virginia
$36.2M +$63.9K +1,284 +0.2%
AIS
130
American Investment Services
Massachusetts
$36.2M -$300K -6,036 -0.8%
TPW
131
TL Private Wealth
Texas
$36.1M +$879K +17,670 +3%
GT
132
Glenmede Trust
Pennsylvania
$36.1M -$330K -6,624 -0.9%
SPIA
133
Steward Partners Investment Advisory
New York
$35.8M +$342K +6,876 +0.9%
TPCW
134
TD Private Client Wealth
New York
$35.6M -$740K -14,874 -2%
OBWG
135
Onyx Bridge Wealth Group
New York
$35.1M +$30.8M +619,752 +858%
TFS
136
TrustCore Financial Services
Tennessee
$34.9M +$3.24M +65,022 +10%
CFB
137
Cullen/Frost Bankers
Texas
$33.7M +$2.63M +52,794 +8%
CPIG
138
Chicago Partners Investment Group
Illinois
$33.7M -$257K -5,172 -0.8%
PFPT
139
Pinnacle Financial Partners (Tennessee)
Tennessee
$33.7M +$2.59M +52,122 +8%
AAMA
140
Advanced Asset Management Advisors
Ohio
$33M
GM
141
GeoWealth Management
Illinois
$32.7M +$33.6M +674,472 +39,862%
ORIO
142
Old Republic International (ORI)
Illinois
$32.4M +$12.1M +243,000 +57%
GG
143
GenWealth Group
New Jersey
$31.7M -$64.5K -1,296 -0.2%
PWMG
144
Prestige Wealth Management Group
New Jersey
$31.5M +$719K +14,442 +2%
IWA
145
Inspirion Wealth Advisors
Illinois
$31.2M +$1.16M +23,346 +4%
VVP
146
Venture Visionary Partners
Ohio
$31.1M +$1.77M +35,634 +6%
NFG
147
Nadler Financial Group
Illinois
$30.9M -$2.2M -44,190 -6%
CTB
148
Country Trust Bank
Illinois
$30.5M +$39.1K +786 +0.1%
GSIS
149
Global Strategic Investment Solutions
Arizona
$30.5M -$408K -8,190 -1%
PCG
150
Private Capital Group
Connecticut
$29.9M -$570K -11,448 -2%

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.