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Vanguard Growth ETF

1,358 hedge funds and large institutions have $43.5B invested in Vanguard Growth ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 526 increasing their positions, 526 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $11.2M

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

0% more funds holding

Funds holding: 1,3551,358 (+3)

0% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 526

1% less capital invested

Capital invested by funds: $44.1B → $43.5B (-$632M)

5% less funds holding in top 10

Funds holding in top 10: 221209 (-12)

9.7% less ownership

Funds ownership: 386.04%376.34% (-9.7%)

Holders
1,358
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
23.85%
Holding in Top 10
209
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.43%
% of All Funds
3.67%
New
89
Increased
526
Reduced
526
Closed
71
Calls
$32.2M
Puts
$11.2M
Net Calls
+$21M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.74B -$658M -15,370,782 -6%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.09B -$62.8M -1,468,770 -2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.83B +$11.7M +273,576 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$2.7B -$76.1M -1,778,634 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.47B -$5.23M -122,280 -0.2%
UBS Group
6
UBS Group
Switzerland
$1.4B +$551K +12,876 +0%
TF
7
TIAA FSB
Florida
$976M -$23.6M -551,910 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$942M -$15.9M -371,130 -2%
LPL Financial
9
LPL Financial
California
$898M +$48.9M +1,142,052 +6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$695M -$2.38M -55,638 -0.3%
Wells Fargo
11
Wells Fargo
California
$682M +$10.8M +251,970 +2%
Ameriprise
12
Ameriprise
Minnesota
$615M +$5.48M +128,160 +0.9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$481M -$10.7M -249,126 -2%
UCFA
14
United Capital Financial Advisors
Texas
$463M +$6.96M +162,768 +2%
DADC
15
D.A. Davidson & Co
Montana
$453M +$10.5M +245,844 +2%
EWA
16
EP Wealth Advisors
California
$418M +$53.1M +1,240,710 +15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$361M +$5.04M +117,906 +1%
SEI Investments
18
SEI Investments
Pennsylvania
$327M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$309M -$10.1M -237,018 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$299M -$8.38M -195,912 -3%
Goldman Sachs
21
Goldman Sachs
New York
$280M +$9.39M +219,594 +3%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$273M
MFG
23
Merit Financial Group
Georgia
$270M +$24.5M +572,196 +10%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$260M +$2.7M +63,078 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$254M +$9.12M +213,108 +4%

VUG Hedge Fund Activity: Q1 2021 in Review

1,358 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2021, worth a combined $43.5B — down 1.4% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VUG positions and 71 closed out — a net gain of 18 holders — while 526 added to existing stakes and 526 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $190M. The largest seller was Bank of America, cutting an estimated $658M.

  • 1,358 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2021, up from 1,355 in Q4 2020.
  • Funds reported $43.5B of Vanguard Growth ETF stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2021 and 71 closed out, a net change of +18 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2021 was HighTower Advisors, an estimated $190M added.
  • The largest Vanguard Growth ETF seller in Q1 2021 was Bank of America, an estimated $658M sold.

Based on aggregated 13F filings for Q1 2021.