We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,670 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5541,670 (+116)

18.51% less ownership

Funds ownership: 413.84%395.34% (-19%)

Holders
1,670
Holders Change
+116
Holders Change %
+7.46%
% of All Funds
26.84%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WFM
226
Wolff Financial Management
Michigan
$16M +$13.3M +362,010 +416%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$15.9M -$1.37M -37,344 -8%
BCIM
228
Bishop & Co Investment Management
Pennsylvania
$15.9M +$501K +13,608 +3%
OWA
229
Octavia Wealth Advisors
Ohio
$15.8M +$5.18M +140,892 +46%
BFA
230
Beaumont Financial Advisors
Massachusetts
$15.8M -$8.83K -240 -0.1%
RWRC
231
R.W. Roge & Company
New York
$15.7M -$1.77M -48,102 -10%
WIC
232
Whitegate Investment Counselors
New Hampshire
$15.6M +$1.01M +27,480 +7%
EA
233
Evolution Advisers
Virginia
$15.4M +$767K +20,838 +5%
FC
234
Forte Capital
New York
$15.2M -$803K -21,834 -5%
TW
235
Towerpoint Wealth
California
$15.2M +$82.8K +2,250 +0.5%
DC
236
DeDora Capital
California
$14.9M +$575K +15,636 +4%
GVAG
237
Great Valley Advisor Group
Delaware
$14.7M +$104K +2,820 +0.7%
Brown Advisory
238
Brown Advisory
Maryland
$14.6M +$3.76M +102,162 +33%
RSWM
239
Robertson Stephens Wealth Management
California
$14.5M +$1.12M +30,468 +8%
IC
240
IEQ Capital
California
$14.4M -$1.67M -45,432 -10%
Fisher Asset Management
241
Fisher Asset Management
Washington
$14.4M -$2.04M -55,458 -12%
VC
242
Veery Capital
Delaware
$14.4M +$771K +20,958 +5%
WP
243
Wealthspan Partners
Iowa
$14.3M +$240K +6,534 +2%
AAP
244
Arax Advisory Partners
Colorado
$14.3M +$1.11M +30,144 +8%
HIM
245
Hanlon Investment Management
New Jersey
$14.1M +$115K +3,132 +0.8%
BMM
246
Berkshire Money Management
Massachusetts
$14M -$727K -19,776 -5%
SCP
247
Stevens Capital Partners
Nebraska
$13.9M +$14.4M +391,764 New
HWA
248
Heartwood Wealth Advisors
Virginia
$13.7M +$2.37M +64,368 +20%
EIP
249
Ellis Investment Partners
Pennsylvania
$13.7M -$36K -978 -0.3%
ABC
250
Associated Banc-Corp
Wisconsin
$13.7M +$4.13M +112,206 +41%

VUG Hedge Fund Activity: Q4 2022 in Review

1,670 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,670 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,554 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.