We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,822 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 691 increasing their positions, 685 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more call options, than puts

Call options by funds: $99.4M | Put options by funds: $18.8M

266% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 47

31.1% more ownership

Funds ownership: 393.02%424.11% (+31%)

14% more capital invested

Capital invested by funds: $52.4B → $60B (+$7.55B)

8% more funds holding in top 10

Funds holding in top 10: 292315 (+23)

6% more funds holding

Funds holding: 1,7181,822 (+104)

1% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 685

Holders
1,822
Holders Change
+104
Holders Change %
+6.05%
% of All Funds
28.6%
Holding in Top 10
315
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+7.88%
% of All Funds
4.95%
New
172
Increased
691
Reduced
685
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NFW
251
Noble Family Wealth
Florida
$19.3M -$184K -4,254 -1%
CA
252
Cetera Advisors
Colorado
$19.1M +$640K +14,748 +4%
CA
253
CoreCap Advisors
Michigan
$19M +$17.5M +402,750 New
CFS
254
Cannon Financial Strategists
Georgia
$18.8M -$901K -20,784 -5%
EIP
255
Ellis Investment Partners
Pennsylvania
$18.7M +$256K +5,904 +2%
BMM
256
Berkshire Money Management
Massachusetts
$18.3M -$448K -10,320 -3%
LFGO
257
Legacy Financial Group (Oklahoma)
Oklahoma
$18.2M +$266K +6,132 +2%
FPF
258
First Pacific Financial
Washington
$18.2M +$77.3K +1,782 +0.5%
VC
259
Veery Capital
Delaware
$18M -$320K -7,368 -2%
HWA
260
Heartwood Wealth Advisors
Virginia
$18M -$19K -438 -0.1%
GVAG
261
Great Valley Advisor Group
Delaware
$17.8M -$1.47M -33,972 -8%
WF
262
Warner Financial
Maryland
$17.7M -$86.1K -1,986 -0.5%
LNC
263
Lincoln National Corp
Pennsylvania
$17.6M +$419K +9,654 +3%
SFI
264
SPC Financial Inc
Maryland
$17.5M -$138K -3,186 -0.9%
OWA
265
Octavia Wealth Advisors
Ohio
$17.5M +$511K +11,784 +3%
BFA
266
Bragg Financial Advisors
North Carolina
$17.4M +$84.3K +1,944 +0.5%
RA
267
RFG Advisory
Alabama
$17.3M -$42.7K -984 -0.3%
RA
268
Rise Advisors
New York
$17.2M -$2.03M -46,830 -11%
MMPW
269
Mitchell McLeod Pugh & Williams
Alabama
$17.1M +$856K +19,734 +6%
FAIM
270
Financial Advocates Investment Management
Washington
$17.1M -$190K -4,392 -1%
SL
271
Salomon & Ludwin
Virginia
$17M -$20.6K -474 -0.1%
PWMG
272
Prestige Wealth Management Group
New Jersey
$16.9M -$119K -2,748 -0.8%
WAAG
273
Wealth Alliance Advisory Group
Kansas
$16.9M -$583K -13,452 -4%
HWM
274
HB Wealth Management
Georgia
$16.8M -$12.2K -282 -0.1%
APC
275
Aspire Private Capital
North Carolina
$16.8M +$10.4K +240 +0.1%

VUG Hedge Fund Activity: Q2 2023 in Review

1,822 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2023, worth a combined $60B — up 14% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new VUG positions and 47 closed out — a net gain of 125 holders — while 691 added to existing stakes and 685 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $5.66B. The largest seller was EP Wealth Advisors, cutting an estimated $604M.

  • 1,822 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2023, up from 1,718 in Q1 2023.
  • Funds reported $60B of Vanguard Growth ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 172 funds opened new Vanguard Growth ETF positions in Q2 2023 and 47 closed out, a net change of +125 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $5.66B added.
  • The largest Vanguard Growth ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $604M sold.

Based on aggregated 13F filings for Q2 2023.