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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
AWM
1626
AllSquare Wealth Management
New York
$17K -$5.63K -108 -25%
CWA
1627
Clearview Wealth Advisors
Oregon
$17K +$3.44K +66 +26%
BW
1628
Bison Wealth
Georgia
$16K -$3.75K -72 -20%
BCM
1629
Bourgeon Capital Management
Connecticut
$16K
PCFFS
1630
Pacific Center for Financial Services
California
$15K +$14.4K +276 New
LPP
1631
Life Planning Partners
Florida
$15K +$15K +288 New
HFA
1632
HC Financial Advisors
California
$14K -$2.81K -54 -17%
BCM
1633
Blume Capital Management
California
$14K
YAL
1634
Your Advocates Ltd
Texas
$14K
SIS
1635
Sound Income Strategies
Florida
$13K
JMF
1636
Johnson Midwest Financial
Iowa
$13K +$12.5K +240 New
CIM
1637
Contravisory Investment Management
Massachusetts
$12K
MWM
1638
Mascoma Wealth Management
New Hampshire
$12K
PAI
1639
Pittenger & Anderson Inc
Nebraska
$12K +$11.3K +216 New
TAM
1640
Tucker Asset Management
Colorado
$11.3K
AF
1641
Affiance Financial
Minnesota
$11K
PSB
1642
Piscataqua Savings Bank
New Hampshire
$11K
ST
1643
Sageworth Trust
Pennsylvania
$11K
LWM
1644
Liberty Wealth Management
California
$10.5K -$2.43M -46,740 -100%
TRCT
1645
Tower Research Capital (TRC)
New York
$10K -$3.94M -75,546 -100%
IFA
1646
Interactive Financial Advisors
Illinois
$10K -$313 -6 -3%
BC
1647
Barnett & Company
Tennessee
$10K
EWM
1648
Edge Wealth Management
New York
$10K
EWM
1649
Elmwood Wealth Management
California
$10K +$9.38K +180 New
HNWA
1650
Henrickson Nauta Wealth Advisors
Michigan
$10K +$11.6K +222 New

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.