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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
KCM
1576
KRS Capital Management
Michigan
$87K +$85K +1,632 New
BWL
1577
Bogart Wealth LLC
Virginia
$80K +$2.5K +48 +3%
WB
1578
West Bancorporation
Iowa
$78K +$76.3K +1,464 New
ACA
1579
Atlas Capital Advisors
Wyoming
$72.5K
IIL
1580
Insight Inv LLC
California
$72K +$69.7K +1,338 New
OHWP
1581
Oak Harbor Wealth Partners
North Carolina
$71K +$68.8K +1,320 New
HS
1582
Horan Securities
United States
$70K +$68.5K +1,314 New
HWM
1583
Holloway Wealth Management
Florida
$67K
VRM
1584
Vectors Research Management
New York
$67K
HR
1585
Howe & Rusling
New York
$66K +$33.4K +642 +107%
BCMIO
1586
Beacon Capital Management Inc (Ohio)
Ohio
$64K +$62.5K +1,200 New
SC
1587
SouthState Corp
Florida
$63K
TF
1588
Tompkins Financial
New York
$59K -$6.25K -120 -10%
BAM
1589
Byrne Asset Management
New Jersey
$59K +$57.2K +1,098 New
FAG
1590
Fortitude Advisory Group
Washington
$56K +$54.7K +1,050 New
BAM
1591
Bellevue Asset Management
Washington
$52K
HI
1592
Hudock Inc
Pennsylvania
$51K -$5K -96 -9%
RMC
1593
Resources Management Corp
Connecticut
$51K -$938 -18 -2%
FFA
1594
Freedman Financial Associates
Massachusetts
$50K
EW
1595
Element Wealth
Mississippi
$47K
VCM
1596
Versant Capital Management
Arizona
$47K +$41.3K +792 +1,015%
PFA
1597
Professional Financial Advisors
Nebraska
$46K -$1.56K -30 -3%
AP
1598
Atwood & Palmer
Missouri
$45K
TIM
1599
Tevis Investment Management
Texas
$43K +$41.3K +792 New
AWM
1600
Avondale Wealth Management
Texas
$42K

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.