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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
BA
1651
Bellwether Advisors
Nebraska
$9K
HI
1652
Hoey Investments
Pennsylvania
$9K
KFAA
1653
Klaas Financial Asset Advisors
Illinois
$9K +$9.06K +174 New
FHC
1654
First Heartland Consultants
Missouri
$8.42K -$294K -5,640 -3%
AW
1655
Avion Wealth
Texas
$7K
PA
1656
PSI Advisors
Florida
$5K
TCWA
1657
Ten Capital Wealth Advisors
Washington
$5K
LWA
1658
Lowe Wealth Advisors
Maryland
$4K
OIA
1659
Optimum Investment Advisors
Illinois
$4K
Barclays
1660
Barclays
United Kingdom
$4K +$938 +18 +30%
S
1661
Surevest
California
$4K +$3.44K +66 New
MFC
1662
Morris Financial Concepts
South Carolina
$4K +$4.06K +78 New
AWM
1663
Activest Wealth Management
Florida
$3K
WFA
1664
WestHill Financial Advisors
California
$3K
FA
1665
Faithward Advisors
Pennsylvania
$3K +$2.5K +48 New
MHR
1666
Matthew Hamilton Rosenberg
$3K +$2.5K +48 New
DWA
1667
Delos Wealth Advisors
Texas
$2K
FFWM
1668
Future Financial Wealth Management
Ohio
$2K +$1.88K +36 New
MTWM
1669
Masso Torrence Wealth Management
New Jersey
$2K +$1.88K +36 New
IPW
1670
IronBridge Private Wealth
Texas
$1K
BC
1671
Burleson & Co
California
$1K +$1.25K +24 New
CFG
1672
Claremont Financial Group
California
$670 +$19.7K +378 New
BBHC
1673
Brown Brothers Harriman & Co
New York
$661 -$211K -4,050 -25%
CP
1674
Castleview Partners
Texas
$499 +$50.1M +960,774 New
WIM
1675
Westside Investment Management
California
$344 +$46.9K +900 +16%

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.