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Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$41.5M -$3.02M -63,876 -7%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$40.7M -$43.9M -927,600 -52%
W
128
WealthOne
New York
$39.3M +$1.09M +23,118 +3%
TFS
129
TrustCore Financial Services
Tennessee
$37.9M +$11.2M +236,472 +43%
SAI
130
Systematic Alpha Investments
New Jersey
$37.6M
GT
131
Glenmede Trust
Pennsylvania
$36.3M -$1.55M -32,676 -4%
SPIA
132
Steward Partners Investment Advisory
New York
$36M +$536K +11,322 +2%
CCM
133
Condor Capital Management
New Jersey
$35.9M -$234K -4,944 -0.7%
TPCW
134
TD Private Client Wealth
New York
$35.9M +$1.75M +37,080 +5%
PFA
135
Pathway Financial Advisors
Vermont
$35.8M +$70.7K +1,494 +0.2%
AIS
136
American Investment Services
Massachusetts
$35.3M -$247K -5,214 -0.7%
PPW
137
Pasadena Private Wealth
California
$35.3M -$1.69M -35,796 -5%
OBWG
138
Onyx Bridge Wealth Group
New York
$34.5M +$3.01M +63,576 +8%
TWP
139
Total Wealth Planning
Ohio
$34.5M +$5.96M +126,024 +21%
LA
140
LVW Advisors
New York
$34M -$475K -10,032 -1%
RWB
141
RMR Wealth Builders
New Jersey
$33.9M +$5.93M +125,370 +22%
PIFP
142
Partners in Financial Planning
Virginia
$33.5M +$337K +7,128 +0.9%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$33.5M +$3.82M +80,736 +13%
IWA
144
Inspirion Wealth Advisors
Illinois
$32.7M +$1.18M +25,044 +4%
AFAS
145
Acorn Financial Advisory Services
Virginia
$32.3M +$1.03M +21,762 +3%
SI
146
Stephens Inc
Arkansas
$32.2M -$13.8M -292,566 -30%
PA
147
Procyon Advisors
Connecticut
$32.1M +$5.23M +110,496 +20%
TPW
148
TL Private Wealth
Texas
$31.7M +$1.88M +39,810 +6%
GG
149
GenWealth Group
New Jersey
$31.2M +$393K +8,304 +1%
CWM
150
Connecticut Wealth Management
Connecticut
$31.1M +$2.77M +58,476 +10%

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.