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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
SCA
1601
Sandy Cove Advisors
Massachusetts
$42K +$40.9K +786 New
JWM
1602
Janiczek Wealth Management
Colorado
$40K
RE
1603
RBC Europe
United Kingdom
$37K +$35.9K +690 New
AWM
1604
Atticus Wealth Management
Florida
$34K
PCTC
1605
Perkins Coie Trust Company
Washington
$33K
BLC
1606
Brown, Lisle/Cummings
Rhode Island
$32.1K +$31.3K +600 New
LWCFA
1607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K
PFSC
1608
Peoples Financial Services Corp
Pennsylvania
$32K
SN
1609
Sittner & Nelson
Oregon
$32K
FPWM
1610
FSB Premier Wealth Management
Iowa
$32K +$31.6K +606 New
AFS
1611
Annapolis Financial Services
Maryland
$30K
BWP
1612
Baldwin Wealth Partners
Massachusetts
$30K
GC
1613
Gould Capital
Washington
$30K +$29.7K +570 New
ASBI
1614
American State Bank (Iowa)
Iowa
$28.6K -$21.9K -420 -44%
CB
1615
CNB Bank
Pennsylvania
$25K -$45.6K -876 -65%
LF
1616
Lee Financial
Texas
$25K -$1.88K -36 -7%
HFS
1617
HBC Financial Services
Washington
$25K +$24.4K +468 New
WAS
1618
Winch Advisory Services
Wisconsin
$24K -$10.9K -210 -32%
WCAMG
1619
Woodard & Company Asset Management Group
North Carolina
$23K
HWM
1620
HighMark Wealth Management
Minnesota
$22K
BBPWM
1621
Blue Bell Private Wealth Management
Pennsylvania
$22K +$20.9K +402 New
UIA
1622
Ulland Investment Advisors
Minnesota
$22K +$21.9K +420 New
AIM
1623
AHL Investment Management
Florida
$21K +$20K +384 New
SFG
1624
Steward Financial Group
Texas
$20K +$19.7K +378 New
EWM
1625
Endurance Wealth Management
Rhode Island
$18K

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.