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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
4.55%
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
KW
1501
KWB Wealth
California
$217K -$23.8K -456 -10%
GWS
1502
Glassman Wealth Services
Virginia
$217K -$6.25K -120 -3%
EWA
1503
ERTS Wealth Advisors
Michigan
$217K +$211K +4,050 New
EAM
1504
Empirical Asset Management
Massachusetts
$217K +$212K +4,062 New
TW
1505
TrinityPoint Wealth
Connecticut
$216K -$25.9K -498 -11%
RH
1506
RFG Holdings
Texas
$215K +$209K +4,014 New
MWAM
1507
Manhattan West Asset Management
California
$215K +$209K +4,020 New
AMC
1508
Asset Management Corp
Illinois
$214K -$28.1K -540 -12%
AIA
1509
Alera Investment Advisors
Illinois
$213K +$207K +3,978 New
AIA
1510
AIMZ Investment Advisors
California
$213K +$208K +3,984 New
BG
1511
Benedetti & Gucer
Georgia
$213K +$208K +3,990 New
LWAM
1512
Legacy Wealth Asset Management
Minnesota
$212K +$207K +3,972 New
TIM
1513
Tortoise Investment Management
New York
$211K
SWIG
1514
Strategic Wealth Investment Group
Kentucky
$209K -$15.3K -294 -7%
FI
1515
Financial Insights
Washington
$209K +$203K +3,900 New
CL
1516
CIM LLC
New York
$208K
HCM
1517
HM Capital Management
Missouri
$208K +$203K +3,894 New
AAM
1518
AMI Asset Management
California
$207K +$202K +3,870 New
KFS
1519
Kaizen Financial Strategies
California
$207K +$202K +3,876 New
ESB
1520
Essex Savings Bank
Connecticut
$205K +$199K +3,822 New
FPOC
1521
Financial Planners of Cleveland
Ohio
$203K +$211K +4,050 New
VWM
1522
Venturi Wealth Management
Texas
$202K -$73.8K -1,416 -27%
TF
1523
Threadgill Financial
Texas
$202K +$195K +3,750 New
CAG
1524
Curtis Advisory Group
California
$202K +$196K +3,768 New
JWBC
1525
J.W. Burns & Co
New York
$202K +$197K +3,774 New

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.