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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
BSSFA
301
Baron Silver Stevens Financial Advisors
Florida
$14.3M +$1.23M +28,404 +10%
IWP
302
IAG Wealth Partners
Wisconsin
$14.3M +$1.42M +32,850 +12%
MBTD
303
Mechanics Bank - Trust Department
California
$14.3M -$245K -5,652 -2%
IWC
304
Integrated Wealth Concepts
Massachusetts
$14.2M -$113K -2,610 -0.9%
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$14.2M -$893K -20,598 -6%
CSPAM
306
Cary Street Partners Asset Management
Virginia
$14.2M -$21.1M -485,832 -62%
LWM
307
Ledge Wealth Management
Minnesota
$14.2M +$3.24M +74,814 +33%
WP
308
WealthShield Partners
North Carolina
$14.1M +$912K +21,036 +8%
PWS
309
Peterson Wealth Services
Utah
$14M +$10.8M +250,074 +529%
PFS
310
Prospera Financial Services
Texas
$14M -$4.5M -103,770 -26%
Neuberger Berman Group
311
Neuberger Berman Group
New York
$14M +$52.3K +1,206 +0.4%
SS
312
Simplicity Solutions
Minnesota
$14M +$401K +9,240 +3%
BFG
313
Bleakley Financial Group
New Jersey
$13.7M +$613K +14,124 +5%
BDF
314
Black Diamond Financial
Maryland
$13.6M -$520 -12 -0%
TC
315
Tenret Company
Florida
$13.5M +$196K +4,530 +2%
MIA
316
Milestone Investment Advisors
Wisconsin
$13.4M +$2.66M +61,404 +28%
DWP
317
Destiny Wealth Partners
Florida
$13.4M +$2.73M +62,952 +29%
DT
318
Daniels + Tansey
Delaware
$13.1M -$449K -10,344 -4%
AWA
319
Arete Wealth Advisors
Illinois
$13.1M -$158K -3,642 -1%
BCM
320
BTC Capital Management
Iowa
$13.1M -$121K -2,790 -1%
SFS
321
Sowell Financial Services
Arkansas
$13.1M +$11.2M +258,510 +1,388%
MCM
322
Manchester Capital Management
Vermont
$13M +$312K +7,194 +3%
RF
323
Robinswood Financial
Washington
$13M +$11.9M +274,764 New
TC
324
TownSquare Capital
Utah
$12.8M +$8.28M +190,992 +237%
BBA
325
BLB&B Advisors
Pennsylvania
$12.7M -$13.8K -318 -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.