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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
Bank of America
1
Bank of America
North Carolina
$11.1B +$261M +5,752,992 +3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.5B +$57.6M +1,268,016 +2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$3.16B +$383K +8,424 +0%
Morgan Stanley
4
Morgan Stanley
New York
$3.02B +$9.65M +212,610 +0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.81B +$54.7M +1,204,452 +2%
UBS Group
6
UBS Group
Switzerland
$1.59B +$23.3M +513,678 +2%
TF
7
TIAA FSB
Florida
$1.06B -$27.1M -596,754 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.04B -$13.3M -292,494 -1%
LPL Financial
9
LPL Financial
California
$1.03B +$23.5M +516,834 +2%
Wells Fargo
10
Wells Fargo
California
$764M +$2.78M +61,152 +0.4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$759M -$15.1M -332,130 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$703M +$158M +3,473,088 +31%
Ameriprise
13
Ameriprise
Minnesota
$697M +$8.09M +178,134 +1%
EWA
14
EP Wealth Advisors
California
$536M +$66.1M +1,455,420 +15%
DADC
15
D.A. Davidson & Co
Montana
$515M +$9.36M +206,154 +2%
UCFA
16
United Capital Financial Advisors
Texas
$501M -$14.3M -314,496 -3%
SEI Investments
17
SEI Investments
Pennsylvania
$434M +$61.1M +1,346,256 +17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$421M +$17.4M +382,776 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$342M -$2.39M -52,596 -0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$340M +$5.41M +119,250 +2%
Goldman Sachs
21
Goldman Sachs
New York
$315M +$2.47M +54,498 +0.8%
MFG
22
Merit Financial Group
Georgia
$312M +$10.4M +227,970 +4%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$301M -$7.65M -168,564 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$294M +$9.87M +217,404 +4%
EH
25
Equitable Holdings
New York
$285M +$107M +2,351,382 +65%

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.