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Vanguard Growth ETF

1,428 hedge funds and large institutions have $50.3B invested in Vanguard Growth ETF in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 576 increasing their positions, 479 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

21% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $17.8M

20% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 479

2% more funds holding in top 10

Funds holding in top 10: 231236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,4151,428 (+13)

9.67% less ownership

Funds ownership: 379.85%370.18% (-9.7%)

Holders
1,428
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
25%
Holding in Top 10
236
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.16%
% of All Funds
4.13%
New
102
Increased
576
Reduced
479
Closed
61
Calls
$21.6M
Puts
$17.8M
Net Calls
+$3.71M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
176
NWAM LLC
Washington
$24.2M -$1.25M -25,182 -5%
PA
177
Procyon Advisors
Connecticut
$23.3M +$718K +14,424 +3%
PPFA
178
Provida Pension Fund Administrator
Chile
$23M +$3.84M +77,220 +20%
TFA
179
Tobias Financial Advisors
Florida
$23M +$1.9M +38,100 +9%
SVCP
180
Silicon Valley Capital Partners
California
$22.9M +$4M +80,466 +20%
FWP
181
Falcon Wealth Planning
California
$22.7M +$997K +20,040 +4%
FAN
182
Financial Advisors Network
California
$22.6M +$2.34M +47,064 +12%
GG
183
Gleason Group
Kentucky
$22.5M -$420K -8,430 -2%
BFA
184
Beaumont Financial Advisors
Massachusetts
$22.4M -$1.58M -31,650 -6%
BHWM
185
Bay Harbor Wealth Management
Maryland
$22.3M -$1.67M -33,618 -7%
ACM
186
AlphaStar Capital Management
North Carolina
$22.3M +$9.89M +198,840 +81%
JCM
187
Jacobsen Capital Management
Utah
$22M +$174K +3,492 +0.8%
NA
188
NewEdge Advisors
Louisiana
$21.6M +$3.18M +63,960 +17%
MWC
189
MBM Wealth Consultants
Missouri
$21.4M +$53.7K +1,080 +0.2%
AAP
190
Arax Advisory Partners
Colorado
$21.3M +$5.26M +105,684 +32%
DC
191
Davenport & Co
Virginia
$21.1M +$4.22M +84,876 +24%
WIC
192
Whitegate Investment Counselors
New Hampshire
$20.8M -$22.7K -456 -0.1%
CCA
193
Checchi Capital Advisers
California
$20.7M +$21.1M +423,492 +8,923%
SWP
194
Stratos Wealth Partners
Ohio
$20.5M -$472K -9,492 -2%
RWP
195
RWA Wealth Partners
Massachusetts
$20.5M +$2.69K +54 +0%
GVAG
196
Great Valley Advisor Group
Delaware
$19.9M +$5.08K +102 +0%
MAS
197
Managed Account Services
Florida
$19.7M -$542K -10,896 -3%
KBFS
198
Kohmann Bosshard Financial Services
Ohio
$19.5M +$926K +18,618 +5%
CWM
199
Capital Wealth Management
Rhode Island
$19.4M -$2.49M -49,986 -11%
ACS
200
Archford Capital Strategies
Illinois
$19.3M +$670K +13,464 +3%

VUG Hedge Fund Activity: Q3 2021 in Review

1,428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2021, worth a combined $50.3B — up 1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VUG positions and 61 closed out — a net gain of 41 holders — while 576 added to existing stakes and 479 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $503M.

  • 1,428 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2021, up from 1,415 in Q2 2021.
  • Funds reported $50.3B of Vanguard Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
  • 102 funds opened new Vanguard Growth ETF positions in Q3 2021 and 61 closed out, a net change of +41 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $284M added.
  • The largest Vanguard Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2021.