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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
KCM
326
Kennicott Capital Management
California
$10.7M +$20.3K +522 +0.2%
DWMS
327
Dominguez Wealth Management Solutions
Virginia
$10.6M +$199K +5,118 +2%
CWP
328
Cyndeo Wealth Partners
Florida
$10.6M +$762K +19,602 +8%
PA
329
Planning Alternatives
Michigan
$10.4M +$10.7K +276 +0.1%
Fisher Asset Management
330
Fisher Asset Management
Washington
$10.4M -$5.99M -153,990 -38%
TF
331
Trek Financial
Arizona
$10.4M +$8.75M +224,892 +898%
LSPW
332
Lake Street Private Wealth
Illinois
$10.4M +$70.5K +1,812 +0.7%
PP
333
Prosperity Planning
Missouri
$10.2M +$589K +15,144 +7%
DI
334
DAGCO Inc
Ohio
$10.2M +$915K +23,538 +11%
FA
335
FC Advisory
Pennsylvania
$10.2M +$349K +8,982 +4%
JIC
336
Joel Isaacson & Co
New York
$10.1M +$1.92M +49,296 +26%
SWA
337
Safir Wealth Advisors
New Hampshire
$9.97M -$98.9K -2,544 -1%
UB
338
UMB Bank
Missouri
$9.96M -$394K -10,140 -4%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$9.91M +$876K +22,518 +10%
MCM
340
MAI Capital Management
Ohio
$9.88M +$354K +9,102 +4%
CFGS
341
Concourse Financial Group Securities
Alabama
$9.86M -$222K -5,712 -2%
C
342
CEDRUS
Colorado
$9.82M +$530K +13,626 +6%
SHWM
343
Smith & Howard Wealth Management
Georgia
$9.75M +$896K +23,040 +11%
Franklin Resources
344
Franklin Resources
California
$9.66M -$924K -23,754 -9%
FH
345
FWG Holdings
Florida
$9.64M -$4.16M -107,004 -32%
DFG
346
Delta Financial Group
New Jersey
$9.6M +$773K +19,872 +9%
PRWA
347
Platte River Wealth Advisors
Colorado
$9.57M -$664K -17,070 -7%
IAG
348
Investment Advisory Group
Massachusetts
$9.56M +$1.02M +26,106 +13%
WEG
349
World Equity Group
Illinois
$9.5M +$76.9M +1,977,300 +1,413%
SCA
350
Snowden Capital Advisors
New York
$9.5M +$213K +5,484 +2%

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.