Vanguard Morningstar Growth ETF
VUG
1,431 hedge funds and large institutions have $50.4B invested in Vanguard Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 579 increasing their positions, 476 reducing their positions, and 61 closing their positions.
70% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 61
22% more repeat investments, than reductions
Existing positions increased: 579 | Existing positions reduced: 476
21% more call options, than puts
Call options by funds: $21.6M | Put options by funds: $17.8M
2% more funds holding in top 10
Funds holding in top 10: 232 → 237 (+5)
1% more funds holding
Funds holding: 1,416 → 1,431 (+15)
4% more capital inflows, than outflows
Capital inflows: $1.48B | Capital outflows: $1.43B
1.54% less ownership
Funds ownership: 62.93% → 61.39% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$81.3M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$68.2M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$59.7M |
| 4 |
Two Sigma Investments
New York
|
+$53.8M |
| 5 |
B. Riley Wealth Management
Memphis,
Tennessee
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$503M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$112M |
| 3 |
Inscription Capital
Houston,
Texas
|
-$53.2M |
| 4 |
Advisors Preferred
Rockville,
Maryland
|
-$45.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.3M |
VUG Hedge Fund Activity: Q3 2021 in Review
1,431 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2021, worth a combined $50.4B — up 1% from $49.9B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new VUG positions and 61 closed out — a net gain of 43 holders — while 579 added to existing stakes and 476 trimmed.
The largest buyer was LPL Financial, adding an estimated $81.3M. The largest seller was Bank of America, cutting an estimated $503M.
- 1,431 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2021, up from 1,416 in Q2 2021.
- Funds reported $50.4B of Vanguard Morningstar Growth ETF stock for Q3 2021, up 1% quarter-over-quarter.
- 104 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2021 and 61 closed out, a net change of +43 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q3 2021 was LPL Financial, an estimated $81.3M added.
- The largest Vanguard Morningstar Growth ETF seller in Q3 2021 was Bank of America, an estimated $503M sold.
Based on aggregated 13F filings for Q3 2021.