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Vanguard Growth ETF
VUG

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: 236 → 296 (+60)

17% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 500

17% more funds holding

Funds holding: 1,428 → 1,676 (+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

Top Buyers

Rank Fund Capital Flow
1
CIAS
CBIZ Investment Advisory Services
Ohio
+$204M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$92.6M
3
ETC
Exchange Traded Concepts
Oklahoma
+$84.5M
4
CTC
Central Trust Company
Missouri
+$71.1M
5
CWM
Campbell Wealth Management
Virginia
+$56.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$947M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$80.6M
3
PAG
Private Advisor Group
New Jersey
-$60.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$50.6M
5
TF
TIAA FSB
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1476
Van Hulzen Asset Management
California
$229K – – –
UFA
1477
US Financial Advisors
Massachusetts
$229K +$313 +6 +0.1%
UWM
1478
USAdvisors Wealth Management
Minnesota
$229K +$223K +4,272 New
MCA
1479
Magnolia Capital Advisors
Mississippi
$228K -$4.06K -78 -2%
CSIC
1480
Clifford Swan Investment Counsel
California
$228K – – –
HIC
1481
Holderness Investments Company
North Carolina
$228K +$222K +4,266 New
SIAG
1482
Safeguard Investment Advisory Group
California
$227K +$313 +6 +0.1%
GTAM
1483
Global Trust Asset Management
Florida
$226K – – –
SKK
1484
Shepherd Kaplan Krochuk
Massachusetts
$226K – – –
KOC
1485
Koss-Olinger Consulting
Florida
$226K +$220K +4,230 New
CST
1486
Charles Schwab Trust
Nevada
$225K – – –
LCM
1487
LVM Capital Management
Michigan
$225K – – –
CB
1488
Community Bank
New York
$224K +$28.1K +540 +15%
TMWM
1489
Taylor & Morgan Wealth Management
Michigan
$224K +$218K +4,188 New
CMS
1490
Capital Market Strategies
Florida
$224K +$218K +4,194 New
EL
1491
Essex LLC
Illinois
$223K +$217K +4,170 New
CIP
1492
Capital Insight Partners
Arizona
$222K -$21.9K -420 -9%
CCM
1493
Ciovacco Capital Management
Georgia
$222K +$216K +4,152 New
PCMN
1494
Paradigm Capital Management (Nevada)
Nevada
$221K +$215K +4,134 New
HGWM
1495
Horst & Graben Wealth Management
Oregon
$220K +$214K +4,104 New
HT
1496
Heritage Trust
Oklahoma
$219K +$213K +4,092 New
FCT
1497
First Community Trust
Iowa
$218K +$213K +4,080 New
SHA
1498
Seneca House Advisors
Virginia
$218K +$212K +4,068 New
WAG
1499
Winthrop Advisory Group
Massachusetts
$218K +$213K +4,086 New
PFA
1500
Pinnacle Family Advisors
Missouri
$217K -$85.6K -1,644 -29%
58 59
60
61 62

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.