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Vanguard Growth ETF

1,428 hedge funds and large institutions have $50.3B invested in Vanguard Growth ETF in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 576 increasing their positions, 479 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

21% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $17.8M

20% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 479

2% more funds holding in top 10

Funds holding in top 10: 231236 (+5)

1% more capital invested

Capital invested by funds: $49.8B → $50.3B (+$509M)

1% more funds holding

Funds holding: 1,4151,428 (+13)

9.67% less ownership

Funds ownership: 379.85%370.18% (-9.7%)

Holders
1,428
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
25%
Holding in Top 10
236
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.16%
% of All Funds
4.13%
New
102
Increased
576
Reduced
479
Closed
61
Calls
$21.6M
Puts
$17.8M
Net Calls
+$3.71M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.8B -$503M -10,115,016 -4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.78B +$28.3M +568,896 +0.8%
Financial Engines Advisors
3
Financial Engines Advisors
California
$3.09B -$112M -2,249,982 -3%
Morgan Stanley
4
Morgan Stanley
New York
$3.05B -$439K -8,820 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.81B -$33.9M -681,066 -1%
UBS Group
6
UBS Group
Switzerland
$1.63B +$19.1M +383,184 +1%
LPL Financial
7
LPL Financial
California
$1.12B +$81.3M +1,634,352 +8%
TF
8
TIAA FSB
Florida
$1.04B -$38M -763,590 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.03B -$20.2M -405,162 -2%
Wells Fargo
10
Wells Fargo
California
$772M -$875K -17,574 -0.1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$755M -$14.1M -282,372 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$718M +$7.21M +144,858 +1%
Ameriprise
13
Ameriprise
Minnesota
$670M -$35.1M -705,144 -5%
EWA
14
EP Wealth Advisors
California
$583M +$42.5M +853,752 +8%
DADC
15
D.A. Davidson & Co
Montana
$518M -$3.85M -77,460 -0.7%
UCFA
16
United Capital Financial Advisors
Texas
$494M -$13.9M -278,958 -3%
SEI Investments
17
SEI Investments
Pennsylvania
$450M +$10.8M +217,680 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$447M +$22M +441,810 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$353M +$6.94M +139,458 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$345M +$1.31M +26,304 +0.4%
MFG
21
Merit Financial Group
Georgia
$324M +$8.33M +167,418 +3%
Goldman Sachs
22
Goldman Sachs
New York
$320M +$1.26M +25,290 +0.4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$302M +$4.64M +93,162 +2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$288M +$103K +2,070 +0%
CL
25
Choreo LLC
Illinois
$267M -$401K -8,052 -0.1%

VUG Hedge Fund Activity: Q3 2021 in Review

1,428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2021, worth a combined $50.3B — up 1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VUG positions and 61 closed out — a net gain of 41 holders — while 576 added to existing stakes and 479 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $503M.

  • 1,428 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2021, up from 1,415 in Q2 2021.
  • Funds reported $50.3B of Vanguard Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
  • 102 funds opened new Vanguard Growth ETF positions in Q3 2021 and 61 closed out, a net change of +41 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $284M added.
  • The largest Vanguard Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2021.