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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
BIM
1676
Baldwin Investment Management
Pennsylvania
$263
RTC
1677
Riverview Trust Company
Washington
$9
EF
1678
Empowered Funds
Pennsylvania
-$28.3M -585,738 Closed
TFA
1679
Tobias Financial Advisors
Florida
-$23M -474,606 Closed
GRP
1680
Global Retirement Partners
California
-$10.7M -221,592 Closed
Vanguard Group
1681
Vanguard Group
Pennsylvania
-$10M -206,982 Closed
MA
1682
MCF Advisors
Kentucky
-$9.4M -194,286 Closed
Mirae Asset Global Investments
1683
Mirae Asset Global Investments
South Korea
-$6.99M -144,600 Closed
SWM
1684
Spire Wealth Management
Virginia
-$5.98M -123,738 Closed
Renaissance Technologies
1685
Renaissance Technologies
New York
-$3.98M -82,200 Closed
SBH
1686
Segall Bryant & Hamill
Illinois
-$3.26M -67,302 Closed
Mackenzie Financial
1687
Mackenzie Financial
Ontario, Canada
-$3.14M -64,920 Closed
CFG
1688
CMC Financial Group
Georgia
-$3.1M -64,050 Closed
FTUS
1689
Flow Traders U.S.
New York
-$2.3M -47,598 Closed
DIA
1690
Davidson Investment Advisors
Montana
-$1.95M -40,320 Closed
JGIA
1691
Jackson Grant Investment Advisers
Connecticut
-$1.63M -33,636 Closed
RTL
1692
Red Tortoise LLC
Georgia
-$1.17M -32,724 Closed
WP
1693
WMS Partners
Maryland
-$1.22M -25,296 Closed
HC
1694
Hamilton Capital
Ohio
-$999K -20,664 Closed
YIH
1695
Y-Intercept (HK)
Hong Kong
-$953K -19,716 Closed
AC
1696
AlphaCore Capital
California
-$707K -14,616 Closed
BRC
1697
BHF RG Capital
Arizona
-$683K -14,070 Closed
Principal Financial Group
1698
Principal Financial Group
Iowa
-$634K -13,122 Closed
CS
1699
Capital Square
Tennessee
-$614K -12,570 Closed
BOS
1700
Bingham Osborn & Scarborough
California
-$517K -10,680 Closed

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.