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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
MTIC
1476
Missouri Trust & Investment Company
Missouri
$206K
UWM
1477
USAdvisors Wealth Management
Minnesota
$205K
UFA
1478
US Financial Advisors
Massachusetts
$205K
CWM
1479
Cahaba Wealth Management
Georgia
$205K +$232K +4,908 New
LWM
1480
Ledge Wealth Management
Minnesota
$204K +$201K +4,248 New
GTAM
1481
Global Trust Asset Management
Florida
$203K
CMS
1482
Capital Market Strategies
Florida
$203K +$1.99K +42 +1%
FCT
1483
First Community Trust
Iowa
$203K +$7.09K +150 +4%
PWM
1484
PRW Wealth Management
Massachusetts
$203K +$201K +4,242 New
EE
1485
EWG Elevate
California
$202K -$543K -11,478 -73%
SMA
1486
Sage Mountain Advisors
Georgia
$202K -$102K -2,154 -34%
LCM
1487
LVM Capital Management
Michigan
$202K
SKK
1488
Shepherd Kaplan Krochuk
Massachusetts
$202K
CST
1489
Charles Schwab Trust
Nevada
$201K
JPLA
1490
Joseph P. Lucia & Associates
New York
$200K -$24.1K -510 -11%
TIM
1491
Tortoise Investment Management
New York
$189K
TFM
1492
TFC Financial Management
Massachusetts
$180K -$102K -2,148 -36%
OCM
1493
Orion Capital Management
California
$180K +$178K +3,756 New
HFS
1494
Hantz Financial Services
Michigan
$179K -$38K -804 -18%
FFC
1495
First Financial Corp
Indiana
$176K +$83.7K +1,770 +94%
FF
1496
FourThought Financial
Florida
$175K +$173K +3,648 New
WB
1497
Webster Bank
Connecticut
$173K
HF
1498
Halpern Financial
Virginia
$169K
ODG
1499
O'Dell Group
Ohio
$167K
AF
1500
Arrow Financial
New York
$160K

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.