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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.85%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
Evergreen Capital Management
Washington
$24.6M -$4.96M -116,052 -17%
Bessemer Group
152
Bessemer Group
New Jersey
$23.9M +$2.24M +52,338 +10%
BWM
153
Benchmark Wealth Management
Connecticut
$23.7M +$37K +864 +0.2%
PPP
154
Private Portfolio Partners
New Jersey
$23.6M -$230K -5,376 -1%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$23.4M -$330K -7,710 -1%
BF
156
Blankinship & Foster
California
$23.3M -$13.5M -316,620 -37%
TWP
157
Total Wealth Planning
Ohio
$23.2M +$2.38M +55,626 +11%
TCM
158
TD Capital Management
Tennessee
$22.9M +$83.9K +1,962 +0.4%
FPIS
159
Financial Planning & Information Services
Wisconsin
$22.8M +$1.02M +23,784 +5%
FMWA
160
Forvis Mazars Wealth Advisors
Missouri
$22.7M -$2.61M -61,074 -10%
CB
161
Commerce Bank
Missouri
$22M -$453K -10,584 -2%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$22M +$2.34M +54,798 +12%
NL
163
NWAM LLC
Washington
$21.9M -$156K -3,636 -0.7%
Members Trust
164
Members Trust
Florida
$21.8M +$172K +4,032 +0.8%
SEIA
165
Signature Estate & Investment Advisors
California
$21.8M +$252K +5,886 +1%
BFA
166
Beaumont Financial Advisors
Massachusetts
$21.3M -$9.39M -219,384 -31%
BHWM
167
Bay Harbor Wealth Management
Maryland
$20.6M -$1.12M -26,178 -5%
BCM
168
Brookstone Capital Management
Illinois
$20.3M +$5.28M +123,408 +35%
GG
169
Gleason Group
Kentucky
$20.2M +$1.65M +38,676 +9%
BWM
170
Brickley Wealth Management
California
$19.9M +$200K +4,668 +1%
CWA
171
Cornerstone Wealth Advisors
Minnesota
$19.7M +$19.7M +460,848 New
VR
172
Viridian RIA
Washington
$19.7M -$19M -443,274 Closed
WIC
173
Whitegate Investment Counselors
New Hampshire
$19.3M -$29.8K -696 -0.2%
JCM
174
Jacobsen Capital Management
Utah
$19.2M +$691K +16,158 +4%
CWM
175
Capital Wealth Management
Rhode Island
$18.6M +$335K +7,830 +2%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.