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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
FMC
1526
First Merchants Corp
Indiana
$200K +$195K +3,744 New
WB
1527
Webster Bank
Connecticut
$194K
HF
1528
Halpern Financial
Virginia
$189K -$57.8K -1,110 -24%
ODG
1529
O'Dell Group
Ohio
$186K +$19.4K +372 +12%
CA
1530
Clearstead Advisors
Ohio
$181K -$1.15M -22,104 -87%
SCM
1531
Shelton Capital Management
Colorado
$180K +$175K +3,360 New
AF
1532
Arrow Financial
New York
$178K
WWM
1533
Wolff Wiese Magana
California
$174K
MAM
1534
Mystic Asset Management
Rhode Island
$174K +$170K +3,264 New
AIP
1535
Ameritas Investment Partners
Nebraska
$171K +$96K +1,842 +135%
MPWT
1536
MassMutual Private Wealth & Trust
Connecticut
$169K
SBL
1537
Sargent Bickham Lagudis
Colorado
$167K
BFG
1538
Baron Financial Group
New Jersey
$167K
BIA
1539
Bell Investment Advisors
California
$155K -$35.6K -684 -19%
PAIM
1540
Punch & Associates Investment Management
Minnesota
$151K
RCM
1541
Regency Capital Management
Hawaii
$151K +$148K +2,832 New
RDIA
1542
RE Dickinson Investment Advisors
Iowa
$147K +$143K +2,754 New
NSIM
1543
North Star Investment Management
Illinois
$144K
WOSD
1544
WFA of San Diego
California
$141K -$19.1K -366 -12%
GWANC
1545
Guardian Wealth Advisors (North Carolina)
North Carolina
$138K +$135K +2,586 New
FBT
1546
First Bank & Trust
South Dakota
$137K
DHGWA
1547
Dixon Hughes Goodman Wealth Advisors
North Carolina
$135K +$131K +2,520 New
PP
1548
PrairieView Partners
Minnesota
$133K
MCA
1549
Maryland Capital Advisors
Maryland
$126K +$123K +2,352 New
Manulife (Manufacturers Life Insurance)
1550
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123K -$8.2M -157,458 -6%

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.