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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
MAC
201
Mason & Associates (California)
California
$23.9M +$23.3M +446,832 New
ACA
202
Affinity Capital Advisors
California
$23.5M +$2.14M +41,058 +10%
BCIM
203
Bishop & Co Investment Management
Pennsylvania
$23.5M +$2.2M +42,270 +11%
BHWM
204
Bay Harbor Wealth Management
Maryland
$23.3M +$1.52M +29,268 +6%
SIA
205
Schechter Investment Advisors
Michigan
$23.2M +$22.6M +434,556 New
FAN
206
Financial Advisors Network
California
$23.1M +$401K +7,698 +2%
FAP
207
Financial Advisory Partners
Florida
$22.6M +$22M +423,216 New
Neuberger Berman Group
208
Neuberger Berman Group
New York
$22.5M +$13.1M +250,662 +147%
HIF
209
Hill Island Financial
Michigan
$22.4M +$21.8M +419,238 New
GVAG
210
Great Valley Advisor Group
Delaware
$22.2M +$193K +3,708 +0.9%
ODIJL
211
One Day In July LLC
Vermont
$22.1M +$3.77M +72,462 +21%
Loomis, Sayles & Company
212
Loomis, Sayles & Company
Massachusetts
$22.1M +$14.6M +280,026 +211%
ACS
213
Archford Capital Strategies
Illinois
$21.9M +$560K +10,758 +3%
CWM
214
Capital Wealth Management
Rhode Island
$21.8M +$248K +4,770 +1%
PA
215
PFG Advisors
Arizona
$21.7M +$2.46M +47,262 +13%
DC
216
Davenport & Co
Virginia
$21.6M -$1.73M -33,168 -8%
WIC
217
Whitegate Investment Counselors
New Hampshire
$21.2M -$1.8M -34,482 -8%
SAM
218
SP Asset Management
California
$21.1M +$5.93M +113,898 +36%
Two Sigma Advisers
219
Two Sigma Advisers
New York
$21M -$11.3M -217,200 -36%
HIM
220
Hanlon Investment Management
New Jersey
$21M +$1.61M +30,888 +9%
EA
221
Evolution Advisers
Virginia
$21M +$20.4M +392,322 New
IC
222
IEQ Capital
California
$21M -$275K -5,280 -1%
Franklin Resources
223
Franklin Resources
California
$20.9M +$456K +8,760 +2%
DC
224
DeDora Capital
California
$20.7M -$274K -5,262 -1%
IWC
225
Integrated Wealth Concepts
Massachusetts
$20.5M +$139K +2,670 +0.7%

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.