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Vanguard Growth ETF

1,415 hedge funds and large institutions have $49.8B invested in Vanguard Growth ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 566 increasing their positions, 483 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $10.2M

141% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 483

14% more capital invested

Capital invested by funds: $43.5B → $49.8B (+$6.31B)

11% more funds holding in top 10

Funds holding in top 10: 209231 (+22)

4% more funds holding

Funds holding: 1,3581,415 (+57)

3.5% more ownership

Funds ownership: 376.34%379.85% (+3.5%)

Holders
1,415
Holders Change
+57
Holders Change %
+4.2%
% of All Funds
24.63%
Holding in Top 10
231
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.53%
% of All Funds
4.02%
New
130
Increased
566
Reduced
483
Closed
54
Calls
$30.2M
Puts
$10.2M
Net Calls
+$19.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
201
Beacon Pointe Advisors
California
$18.7M +$10.3M +226,086 +138%
ACS
202
Archford Capital Strategies
Illinois
$18.4M -$418K -9,216 -2%
KBFS
203
Kohmann Bosshard Financial Services
Ohio
$18.4M +$1.82M +39,996 +12%
NA
204
NewEdge Advisors
Louisiana
$18.3M +$1.52M +33,426 +10%
CTC
205
Central Trust Company
Missouri
$18.3M -$1.25M -27,474 -7%
HIM
206
Hanlon Investment Management
New Jersey
$18.2M -$480K -10,578 -3%
EHC
207
Everett Harris & Co
California
$18.1M +$719K +15,834 +4%
FAN
208
Financial Advisors Network
California
$18M +$1.03M +22,614 +6%
JFA
209
Johanson Financial Advisors
California
$18M +$102K +2,256 +0.6%
Franklin Resources
210
Franklin Resources
California
$18M +$264K +5,808 +2%
VR
211
Viridian RIA
Washington
$17.8M
HWA
212
Heartwood Wealth Advisors
Virginia
$17.7M -$2.06M -45,354 -11%
IWC
213
Integrated Wealth Concepts
Massachusetts
$17.7M +$257K +5,652 +2%
CFGS
214
Concourse Financial Group Securities
Alabama
$17.4M -$86.6K -1,908 -0.5%
QCM
215
Quest Capital Management
Texas
$17.3M -$200K -4,398 -1%
CGL
216
Clarius Group LLC
Washington
$17.3M -$23.2K -510 -0.1%
ACA
217
Affinity Capital Advisors
California
$17.3M +$4.2M +92,460 +34%
APC
218
Aspire Private Capital
North Carolina
$17.1M +$702K +15,462 +5%
FAIM
219
Financial Advocates Investment Management
Washington
$17.1M +$920K +20,256 +6%
DC
220
Davenport & Co
Virginia
$16.8M +$1.17M +25,794 +8%
PA
221
PFG Advisors
Arizona
$16.7M +$385K +8,484 +2%
MIAN
222
Mariner Independent Advisor Network
Kansas
$16.6M -$183K -4,026 -1%
CWM
223
Cranbrook Wealth Management
Michigan
$16.5M -$565K -12,438 -3%
RWRC
224
R.W. Roge & Company
New York
$16.2M +$356K +7,830 +2%
EIP
225
Ellis Investment Partners
Pennsylvania
$16.2M +$287K +6,324 +2%

VUG Hedge Fund Activity: Q2 2021 in Review

1,415 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2021, worth a combined $49.8B — up 14% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VUG positions and 54 closed out — a net gain of 76 holders — while 566 added to existing stakes and 483 trimmed.

The largest buyer was Bank of America, adding an estimated $261M. The largest seller was RegentAtlantic Capital, cutting an estimated $119M.

  • 1,415 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2021, up from 1,358 in Q1 2021.
  • Funds reported $49.8B of Vanguard Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 130 funds opened new Vanguard Growth ETF positions in Q2 2021 and 54 closed out, a net change of +76 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2021 was Bank of America, an estimated $261M added.
  • The largest Vanguard Growth ETF seller in Q2 2021 was RegentAtlantic Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2021.