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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
1IA
1551
1834 Investment Advisors
Wisconsin
$122K -$35.6K -684 -23%
BCA
1552
Bray Capital Advisors
Florida
$121K
RBC
1553
Roble Belko & Company
Pennsylvania
$116K +$113K +2,166 New
FWP
1554
FAS Wealth Partners
Kansas
$115K
CMBA
1555
C.M. Bidwell & Associates
Hawaii
$113K
IWP
1556
IAG Wealth Partners
Wisconsin
$113K +$43.1K +828 +64%
CWP
1557
Concord Wealth Partners
Virginia
$113K +$110K +2,112 New
BEI
1558
Benjamin Edwards Inc
Missouri
$112K
LS
1559
Leelyn Smith
Illinois
$110K -$2.81K -54 -3%
PCA
1560
Providence Capital Advisors
North Carolina
$108K +$105K +2,010 New
GWA
1561
Gibson Wealth Advisors
Texas
$108K +$106K +2,028 New
WIA
1562
Wealthstreet Investment Advisors
Texas
$107K
PC
1563
Pecaut & Co
Iowa
$107K +$15.9K +306 +18%
MMG
1564
Monetary Management Group
Missouri
$103K +$100K +1,920 New
MFA
1565
McClarren Financial Advisors
Pennsylvania
$102K +$625 +12 +0.6%
FEG
1566
Financial Enhancement Group
Indiana
$101K
FFC
1567
First Financial Corp
Indiana
$101K
CFRPA
1568
Castle Financial & Retirement Planning Associates
New Jersey
$101K +$110K +2,106 New
POIA
1569
Pin Oak Investment Advisors
Texas
$99K
PWC
1570
PYA Waltman Capital
Tennessee
$98K +$95K +1,824 New
AWA
1571
Aquire Wealth Advisors
Utah
$95K +$92.8K +1,782 New
BCPWM
1572
Bradley & Co Private Wealth Management
Florida
$91K
MW
1573
Milestone Wealth
New York
$89K +$86.6K +1,662 New
AIP
1574
Ahrens Investment Partners
Louisiana
$89K +$86.9K +1,668 New
MSFP
1575
Mark Sheptoff Financial Planning
Connecticut
$87K

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.