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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
4.56%
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
SFWA
126
Summit Financial Wealth Advisors
Louisiana
$45.4M +$794K +15,234 +2%
Creative Planning
127
Creative Planning
Kansas
$45.2M -$512K -9,828 -1%
CFB
128
Cullen/Frost Bankers
Texas
$45.1M +$7.55M +144,990 +21%
NA
129
NewEdge Advisors
Louisiana
$44.7M +$20.3M +389,988 +87%
SQA
130
Simon Quick Advisors
New Jersey
$44.5M -$292K -5,598 -0.7%
CAN
131
Cetera Advisor Networks
California
$43.8M -$5.66M -108,744 -12%
TC
132
Trilogy Capital
California
$43.3M -$6.33M -121,578 -13%
W
133
WealthOne
New York
$42.6M +$1.5M +28,842 +4%
GT
134
Glenmede Trust
Pennsylvania
$42.3M +$2.35M +45,156 +6%
ORIO
135
Old Republic International (ORI)
Illinois
$42.2M +$6.25M +120,000 +18%
SAI
136
Systematic Alpha Investments
New Jersey
$41.9M -$534K -10,260 -1%
PPW
137
Pasadena Private Wealth
California
$41.3M +$913K +17,526 +2%
OBWG
138
Onyx Bridge Wealth Group
New York
$40.6M +$3.27M +62,796 +9%
CCM
139
Condor Capital Management
New Jersey
$40.3M +$23.8K +456 +0.1%
RZH
140
Relyea Zuckerberg Hanson
Connecticut
$40.2M +$2.63M +50,574 +6%
AIS
141
American Investment Services
Massachusetts
$39.7M -$318K -6,102 -0.8%
SPIA
142
Steward Partners Investment Advisory
New York
$39.6M -$12.5K -240 -0%
LA
143
LVW Advisors
New York
$38.5M -$1.9M -36,438 -5%
TPCW
144
TD Private Client Wealth
New York
$38.1M -$1.33M -25,518 -3%
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$37.4M +$140K +2,682 +0.4%
PFA
146
Pathway Financial Advisors
Vermont
$36.1M +$38.8M +745,014 New
PIFP
147
Partners in Financial Planning
Virginia
$35.7M +$888K +17,040 +2%
IWA
148
Inspirion Wealth Advisors
Illinois
$35.1M +$550K +10,554 +2%
AFAS
149
Acorn Financial Advisory Services
Virginia
$34.9M +$26.1M +500,430 +331%
VVP
150
Venture Visionary Partners
Ohio
$34.7M +$313K +6,012 +0.9%

VUG Hedge Fund Activity: Q4 2021 in Review

1,676 of the 6,498 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.