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Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
176
Forvis Mazars Wealth Advisors
Missouri
$24.8M -$100K -2,118 -0.4%
CSPAM
177
Cary Street Partners Asset Management
Virginia
$24.7M +$18.5M +390,084 +309%
JCM
178
Jacobsen Capital Management
Utah
$24.7M +$2.76M +58,446 +13%
TCM
179
TD Capital Management
Tennessee
$24.6M -$270K -5,718 -1%
CWA
180
Cornerstone Wealth Advisors
Minnesota
$24.6M +$489K +10,332 +2%
FWP
181
Falcon Wealth Planning
California
$24.5M +$1.63M +34,356 +7%
MWC
182
MBM Wealth Consultants
Missouri
$24.4M +$2.12M +44,910 +10%
OAJ
183
Ogorek Anthony Joseph
New York
$24.2M -$18.4M -388,698 -43%
SVCP
184
Silicon Valley Capital Partners
California
$23.9M +$622K +13,140 +3%
FAP
185
Financial Advisory Partners
Florida
$23.9M +$3.58M +75,624 +18%
BHWM
186
Bay Harbor Wealth Management
Maryland
$23.8M +$250K +5,292 +1%
CPIG
187
Chicago Partners Investment Group
Illinois
$23.6M -$364K -7,692 -1%
BF
188
Blankinship & Foster
California
$23.5M -$524K -11,082 -2%
ODIJL
189
One Day In July LLC
Vermont
$22.6M +$2.73M +57,660 +14%
HWM
190
HB Wealth Management
Georgia
$22.2M +$9.84M +207,936 +82%
ACS
191
Archford Capital Strategies
Illinois
$22M +$2.31M +48,822 +12%
TFA
192
Tobias Financial Advisors
Florida
$22M +$21.7M +458,232 New
RWP
193
RWA Wealth Partners
Massachusetts
$21.9M -$4.88M -103,218 -18%
SIA
194
Schechter Investment Advisors
Michigan
$21.8M +$990K +20,922 +5%
HIF
195
Hill Island Financial
Michigan
$21.6M +$1.45M +30,684 +7%
CA
196
CoreCap Advisors
Michigan
$21.3M -$5.76M -121,878 -22%
BFA
197
Beaumont Financial Advisors
Massachusetts
$21.2M -$996K -21,054 -5%
SAM
198
SP Asset Management
California
$21M +$320K +6,756 +2%
CWM
199
Capital Wealth Management
Rhode Island
$20.8M +$1.32M +27,888 +7%
BCIM
200
Bishop & Co Investment Management
Pennsylvania
$20.7M -$343K -7,248 -2%

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.