We are live on ! Find out more
VUG icon

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
HF
1701
HRT Financial
New York
-$514K -10,632 Closed
WCFA
1702
Walkner Condon Financial Advisors
Wisconsin
-$392K -8,112 Closed
CM
1703
Capital Management
Virginia
-$376K -7,770 Closed
BBA
1704
Braun-Bostich & Associates
Pennsylvania
-$323K -6,684 Closed
HIP
1705
Harrell Investment Partners
Texas
-$305K -6,312 Closed
PHS
1706
Pekin Hardy Strauss
Illinois
-$303K -6,270 Closed
SPIO
1707
Seven Post Investment Office
California
-$287K -5,934 Closed
PWM
1708
Praetorian Wealth Management
California
-$271K -5,604 Closed
PFS
1709
Physicians Financial Services
North Carolina
-$263K -5,430 Closed
CAM
1710
Congress Asset Management
Massachusetts
-$251K -5,190 Closed
CFSG
1711
Community Financial Services Group
Vermont
-$242K -5,004 Closed
MWM
1712
Merriman Wealth Management
Washington
-$229K -4,746 Closed
PPW
1713
Parcion Private Wealth
Washington
-$227K -4,512 Closed
ERIM
1714
Eagle Ridge Investment Management
Connecticut
-$214K -4,422 Closed
CCM
1715
Crew Capital Management
Ohio
-$214K -4,416 Closed
CFA
1716
Capstone Financial Advisors
Illinois
-$212K -4,392 Closed
CG
1717
Cutler Group
California
-$219K -4,200 Closed
RWMH
1718
Riverpoint Wealth Management Holdings
Illinois
-$203K -4,200 Closed
LFA
1719
Legacy Financial Advisors
Kentucky
-$203K -4,194 Closed
IWA
1720
IBEX Wealth Advisors
New Jersey
-$193K -3,984 Closed
DOA
1721
D'Orazio & Associates
Virginia
-$166K -3,426 Closed
LDFR
1722
Lehman & Derafelo Financial Resources
Pennsylvania
-$110K -2,274 Closed
CPC
1723
Consolidated Planning Corp
Georgia
-$105K -2,172 Closed
BMD
1724
Better Money Decisions
New Mexico
-$102K -2,112 Closed
FDCDDQ
1725
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$87.1K -1,800 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.