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Vanguard Information Technology ETF
VGT

1,195 hedge funds and large institutions have $19.3B invested in Vanguard Information Technology ETF in 2023 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 374 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $248M | Put options by funds: $72.1M

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

24% more funds holding in top 10

Funds holding in top 10: 71 → 88 (+17)

16% more capital invested

Capital invested by funds: $16.7B → $19.3B (+$2.64B)

5% more funds holding

Funds holding: 1,143 → 1,195 (+52)

1.04% less ownership

Funds ownership: 329.67% → 328.63% (-1%)

12% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 426

Holders
1,195
Holders Change
+52
Holders Change %
+4.55%
% of All Funds
19.04%
Holding in Top 10
88
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+23.94%
% of All Funds
1.4%
New
143
Increased
374
Reduced
426
Closed
54
Calls
$248M
Puts
$72.1M
Net Calls
+$176M
Net Calls Change
+$97.2M

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$76.8M
2
NAM
Nissay Asset Management
Japan
+$72.4M
3
Wells Fargo
Wells Fargo
California
+$71.2M
4
PIM
Parker Investment Management
California
+$66.3M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$47.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$243M
2
JP Morgan Chase
JP Morgan Chase
New York
-$111M
3
LPL Financial
LPL Financial
California
-$91.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$69.3M
5
SW
SteelPeak Wealth
California
-$57.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1001
Park Place Capital
Alabama
$213K -$14.5K -328 -7%
LIA
1002
LS Investment Advisors
Michigan
$213K +$195K +4,416 New
MAM
1003
Mystic Asset Management
Rhode Island
$211K +$194K +4,384 New
MPI
1004
Mairs & Power Inc
Minnesota
$211K +$193K +4,376 New
MTWM
1005
Masso Torrence Wealth Management
New Jersey
$211K +$193K +4,376 New
MA
1006
Mezzasalma Advisors
New Jersey
$210K +$193K +4,360 New
TI
1007
TTP Investments
California
$210K +$192K +4,352 New
GWM
1008
GSB Wealth Management
Connecticut
$209K +$231K +5,224 New
HIA
1009
Harbor Investment Advisory
Maryland
$208K +$354 +8 +0.2%
WB
1010
West Bancorporation
Iowa
$207K +$190K +4,288 New
IIA
1011
IPG Investment Advisors
California
$206K +$189K +4,272 New
TA
1012
TKG Advisors
Indiana
$205K -$121K -2,728 -39%
BlackRock
1013
BlackRock
New York
$204K -$707 -16 -0.4%
TA
1014
TrueWealth Advisors
Alabama
$204K +$187K +4,240 New
JWWM
1015
Johnson & White Wealth Management
Pennsylvania
$204K +$187K +4,240 New
Wealth Enhancement Advisory Services
1016
Wealth Enhancement Advisory Services
Minnesota
$204K +$187K +4,232 New
GWS
1017
Glassman Wealth Services
Virginia
$204K – – –
IIC
1018
Ironwood Investment Counsel
Arizona
$202K -$54.8K -1,240 -23%
AFA
1019
American Financial Advisors
Georgia
$201K +$185K +4,176 New
AWA
1020
Acorn Wealth Advisors
Michigan
$201K +$185K +4,176 New
ARG
1021
Advisory Resource Group
Oklahoma
$201K +$184K +4,168 New
RWS
1022
Resolute Wealth Strategies
Mississippi
$201K +$184K +4,160 New
FBFS
1023
First Business Financial Services
Wisconsin
$200K +$184K +4,152 New
VWM
1024
Venturi Wealth Management
Texas
$199K +$183K +4,136 New
NRC
1025
New Republic Capital
North Carolina
$199K +$183K +4,136 New
39 40
41
42 43

VGT Hedge Fund Activity: Q1 2023 in Review

1,195 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q1 2023, worth a combined $19.3B — up 16% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new VGT positions and 54 closed out — a net gain of 89 holders — while 374 added to existing stakes and 426 trimmed.

The largest buyer was Cerity Partners, adding an estimated $76.8M. The largest seller was Bank of America, cutting an estimated $243M.

  • 1,195 institutional investors held Vanguard Information Technology ETF (VGT) as of Q1 2023, up from 1,143 in Q4 2022.
  • Funds reported $19.3B of Vanguard Information Technology ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 143 funds opened new Vanguard Information Technology ETF positions in Q1 2023 and 54 closed out, a net change of +89 holders.
  • The largest Vanguard Information Technology ETF buyer in Q1 2023 was Cerity Partners, an estimated $76.8M added.
  • The largest Vanguard Information Technology ETF seller in Q1 2023 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2023.