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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
CTB
151
Country Trust Bank
Illinois
$34.5M +$693K +13,308 +2%
NFG
152
Nadler Financial Group
Illinois
$34.5M +$295K +5,658 +0.9%
GG
153
GenWealth Group
New Jersey
$34.3M -$749K -14,376 -2%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$33M +$1.03M +19,812 +3%
AIA
155
Angeles Investment Advisors
California
$32.5M +$17M +326,220 +116%
GSIS
156
Global Strategic Investment Solutions
Arizona
$32.2M -$1.48M -28,434 -5%
BSWA
157
Bromfield Sneider Wealth Advisors
Massachusetts
$32.2M +$31.3M +601,782 New
PCG
158
Private Capital Group
Connecticut
$32.2M -$931K -17,880 -3%
BWM
159
Brickley Wealth Management
California
$32.1M +$1.62M +31,092 +5%
Members Trust
160
Members Trust
Florida
$32M -$235K -4,518 -0.7%
CWM
161
Connecticut Wealth Management
Connecticut
$31.6M -$107K -2,058 -0.3%
RWB
162
RMR Wealth Builders
New Jersey
$31.2M +$30.1M +578,088 +12,595%
PWMG
163
Prestige Wealth Management Group
New Jersey
$30.9M -$3.85M -73,896 -11%
SWM
164
Southern Wealth Management
Texas
$30.8M -$14.5M -279,174 -33%
TPW
165
TL Private Wealth
Texas
$30.4M -$1.9M -36,552 -5%
BWM
166
Benchmark Wealth Management
Connecticut
$30.3M +$653K +12,534 +2%
CA
167
CoreCap Advisors
Michigan
$30.2M +$29.5M +565,560 New
ECM
168
Evergreen Capital Management
Washington
$30.2M -$183K -3,504 -0.6%
RFA
169
Radnor Financial Advisors
Pennsylvania
$30.1M -$64.4K -1,236 -0.2%
PPP
170
Private Portfolio Partners
New Jersey
$30M +$478K +9,180 +2%
AF
171
Allworth Financial
California
$30M -$1.08M -20,742 -4%
RWP
172
RWA Wealth Partners
Massachusetts
$30M +$7.1M +136,368 +32%
PA
173
Procyon Advisors
Connecticut
$29.9M +$4.02M +77,172 +16%
TFS
174
TrustCore Financial Services
Tennessee
$29.6M -$8.72M -167,394 -23%
AC
175
Avory & Company
Florida
$29.5M

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.