Vanguard Morningstar Growth ETF
VUG
1,677 hedge funds and large institutions have $56.3B invested in Vanguard Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 590 increasing their positions, 500 reducing their positions, and 60 closing their positions.
450% more first-time investments, than exits
New positions opened: 330 | Existing positions closed: 60
60% more capital inflows, than outflows
Capital inflows: $3.01B | Capital outflows: $1.89B
25% more funds holding in top 10
Funds holding in top 10: 237 → 297 (+60)
18% more repeat investments, than reductions
Existing positions increased: 590 | Existing positions reduced: 500
17% more funds holding
Funds holding: 1,431 → 1,677 (+246)
0.96% more ownership
Funds ownership: 61.39% → 62.35% (+0.96%)
26% less call options, than puts
Call options by funds: $32.6M | Put options by funds: $43.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$204M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$92.6M |
| 3 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$84.5M |
| 4 |
Central Trust Company
Jefferson City,
Missouri
|
+$71.1M |
| 5 |
Cambridge Associates
Boston,
Massachusetts
|
+$64.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$947M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$80.6M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$60.5M |
| 4 |
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$50.6M |
| 5 |
TIAA FSB
Jacksonville,
Florida
|
-$50.2M |
VUG Hedge Fund Activity: Q4 2021 in Review
1,677 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q4 2021, worth a combined $56.3B — up 12% from $50.4B a quarter earlier.
Buyers outnumbered sellers: 330 funds opened new VUG positions and 60 closed out — a net gain of 270 holders — while 590 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.
- 1,677 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q4 2021, up from 1,431 in Q3 2021.
- Funds reported $56.3B of Vanguard Morningstar Growth ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 330 funds opened new Vanguard Morningstar Growth ETF positions in Q4 2021 and 60 closed out, a net change of +270 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q4 2021 was CBIZ Investment Advisory Services, an estimated $204M added.
- The largest Vanguard Morningstar Growth ETF seller in Q4 2021 was Bank of America, an estimated $947M sold.
Based on aggregated 13F filings for Q4 2021.