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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
Bank of America
1
Bank of America
North Carolina
$11B -$947M -18,177,144 -8%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.02B +$30.3M +581,760 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$3.4B +$18.6M +357,948 +0.6%
Financial Engines Advisors
4
Financial Engines Advisors
California
$3.33B -$80.6M -1,548,048 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.09B -$16.6M -318,570 -0.5%
UBS Group
6
UBS Group
Switzerland
$1.8B +$1.04M +20,016 +0.1%
LPL Financial
7
LPL Financial
California
$1.26B +$24.8M +476,502 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.11B -$23.9M -458,934 -2%
TF
9
TIAA FSB
Florida
$1.09B -$50.2M -963,294 -4%
Wells Fargo
10
Wells Fargo
California
$877M +$22.8M +436,890 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$808M -$25.6M -491,136 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$784M -$9.18M -176,166 -1%
Ameriprise
13
Ameriprise
Minnesota
$770M +$26.7M +512,916 +4%
EWA
14
EP Wealth Advisors
California
$664M +$18.7M +359,868 +3%
DADC
15
D.A. Davidson & Co
Montana
$548M -$23.6M -452,238 -4%
UCFA
16
United Capital Financial Advisors
Texas
$516M -$28.7M -551,226 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$513M +$18.2M +348,714 +4%
SEI Investments
18
SEI Investments
Pennsylvania
$498M +$835K +16,026 +0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$395M +$3.9M +74,946 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$388M +$6.06M +116,274 +2%
MFG
21
Merit Financial Group
Georgia
$350M -$7.23M -138,756 -2%
Goldman Sachs
22
Goldman Sachs
New York
$346M -$7.06M -135,474 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$331M -$3.4M -65,208 -1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$324M +$5.89M +112,974 +2%
PWP
25
Perfromance Wealth Partners
Illinois
$319M +$310M +5,957,838 New

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.