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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
CPIG
176
Chicago Partners Investment Group
Illinois
$29.2M -$743K -14,268 -2%
JW
177
Jenkins Wealth
Colorado
$28.3M +$31.6M +606,678 New
AA
178
Axiom Advisory
California
$28M +$27.3M +524,058 New
FHA
179
First Horizon Advisors
Tennessee
$28M -$1.53M -29,274 -5%
FMWA
180
Forvis Mazars Wealth Advisors
Missouri
$27.8M -$1.88K -36 -0%
FPIS
181
Financial Planning & Information Services
Wisconsin
$27.8M -$1.31M -25,176 -5%
TCM
182
TD Capital Management
Tennessee
$27.8M -$956K -18,342 -3%
NL
183
NWAM LLC
Washington
$27.7M +$994K +19,086 +4%
FSA
184
Financial Services Advisory
Maryland
$27.6M +$2.78M +53,316 +10%
GM
185
GeoWealth Management
Illinois
$27.2M -$8.71M -167,166 -25%
SWA
186
Stratos Wealth Advisors
Ohio
$26.9M +$5.87M +112,722 +29%
CWA
187
Cornerstone Wealth Advisors
Minnesota
$26.9M +$65.3K +1,254 +0.2%
AAMA
188
Advanced Asset Management Advisors
Ohio
$26.9M -$9.39M -180,222 -26%
BF
189
Blankinship & Foster
California
$26.8M -$228K -4,386 -0.9%
SEIA
190
Signature Estate & Investment Advisors
California
$26.8M -$721K -13,848 -3%
BPA
191
Beacon Pointe Advisors
California
$26.7M -$349K -6,696 -1%
GG
192
Gleason Group
Kentucky
$26.3M +$1.29M +24,822 +5%
SVCP
193
Silicon Valley Capital Partners
California
$26M +$599K +11,496 +2%
FWP
194
Falcon Wealth Planning
California
$25.5M +$466K +8,952 +2%
CCA
195
Checchi Capital Advisers
California
$25.3M +$2.33M +44,796 +10%
MWC
196
MBM Wealth Consultants
Missouri
$24.8M +$1.11M +21,372 +5%
BFA
197
Beaumont Financial Advisors
Massachusetts
$24.8M -$59.7K -1,146 -0.2%
JCM
198
Jacobsen Capital Management
Utah
$24.4M +$45.9K +882 +0.2%
CIAS
199
CFS Investment Advisory Services
New Jersey
$24M -$341K -6,552 -1%
SWP
200
Stratos Wealth Partners
Ohio
$23.9M +$1.17M +22,476 +5%

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.