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Vanguard Growth ETF

1,718 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 674 increasing their positions, 626 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $24.1M

121% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 77

9% more funds holding in top 10

Funds holding in top 10: 267292 (+25)

3% more funds holding

Funds holding: 1,6701,718 (+48)

8% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 626

3% less capital invested

Capital invested by funds: $54.1B → $52.4B (-$1.7B)

2.32% less ownership

Funds ownership: 395.34%393.02% (-2.3%)

Holders
1,718
Holders Change
+48
Holders Change %
+2.87%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.65%
New
170
Increased
674
Reduced
626
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
226
Bay Harbor Wealth Management
Maryland
$18.9M -$1.12M -28,776 -6%
NL
227
NWAM LLC
Washington
$18.9M -$5.29M -136,074 -23%
EA
228
Evolution Advisers
Virginia
$18.6M +$486K +12,486 +3%
TW
229
Towerpoint Wealth
California
$18.5M +$598K +15,378 +4%
CAM
230
Clark Asset Management
New Hampshire
$18.5M +$2.52M +64,728 +17%
RSWM
231
Robertson Stephens Wealth Management
California
$18.4M +$1.36M +34,872 +9%
CAM
232
Cresset Asset Management
Illinois
$18.4M -$4.79M -123,084 -22%
CIAS
233
CFS Investment Advisory Services
New Jersey
$18.3M +$17.1M +440,934 New
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$18.3M -$312K -8,010 -2%
DC
235
DeDora Capital
California
$18.2M +$679K +17,448 +4%
BF
236
BOK Financial
Oklahoma
$18.1M -$4.2M -108,114 -20%
WIC
237
Whitegate Investment Counselors
New Hampshire
$18M -$212K -5,460 -1%
CG
238
Colony Group
Massachusetts
$17.6M +$2.5M +64,362 +18%
BFA
239
Beaumont Financial Advisors
Massachusetts
$17.6M -$869K -22,332 -5%
CFS
240
Cannon Financial Strategists
Georgia
$17.4M +$1.76M +45,192 +12%
OPAM
241
Ocean Park Asset Management
California
$17.4M +$16.3M +418,200 New
AAP
242
Arax Advisory Partners
Colorado
$17.2M +$456K +11,736 +3%
NFW
243
Noble Family Wealth
Florida
$17.2M +$16M +412,602 New
RA
244
Rise Advisors
New York
$17.2M +$1.16M +29,700 +8%
SCP
245
Stevens Capital Partners
Nebraska
$17.1M +$783K +20,136 +5%
HIF
246
Hill Island Financial
Michigan
$17.1M +$1.56M +40,026 +11%
GVAG
247
Great Valley Advisor Group
Delaware
$17.1M -$55.5K -1,428 -0.3%
IC
248
IEQ Capital
California
$17M +$83.3K +2,142 +0.5%
WP
249
Wealthspan Partners
Iowa
$16.9M +$123K +3,150 +0.8%
PFS
250
Prospera Financial Services
Texas
$16.7M +$8.69M +223,350 +126%

VUG Hedge Fund Activity: Q1 2023 in Review

1,718 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2023, worth a combined $52.4B — down 3.1% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VUG positions and 77 closed out — a net gain of 93 holders — while 674 added to existing stakes and 626 trimmed.

The largest buyer was Bank of America, adding an estimated $562M. The largest seller was Westwood Holdings Group, cutting an estimated $122M.

  • 1,718 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2023, up from 1,670 in Q4 2022.
  • Funds reported $52.4B of Vanguard Growth ETF stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Growth ETF positions in Q1 2023 and 77 closed out, a net change of +93 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2023 was Bank of America, an estimated $562M added.
  • The largest Vanguard Growth ETF seller in Q1 2023 was Westwood Holdings Group, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2023.