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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
JWCA
326
J.W. Cole Advisors
Florida
$12.7M +$2.1M +48,444 +22%
REMPR
327
Roof Eidam Maycock Peralta (REMP)
California
$12.6M +$431K +9,930 +4%
TCPWM
328
Traverso Chambers Private Wealth Management
California
$12.6M -$762K -17,580 -6%
RWA
329
Ropes Wealth Advisors
Massachusetts
$12.6M -$1.55M -35,784 -12%
SVCP
330
Silicon Valley Capital Partners
California
$12.6M -$359K -8,280 -3%
AWMNH
331
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12.5M +$11.5M +265,902 New
DI
332
DDFG Inc
California
$12.5M -$58K -1,338 -0.5%
H
333
HoyleCohen
California
$12.5M +$1.58M +36,456 +16%
Citadel Advisors
334
Citadel Advisors
Florida
$12.4M +$5.2M +120,006 +83%
Franklin Resources
335
Franklin Resources
California
$12.3M +$1.25M +28,920 +12%
HFW
336
Horizon Family Wealth
Illinois
$12.3M -$611K -14,088 -5%
PP
337
Prosperity Planning
Missouri
$12.3M +$597K +13,758 +6%
CWP
338
Cyndeo Wealth Partners
Florida
$12.2M +$119K +2,736 +1%
KCM
339
Kennicott Capital Management
California
$12.1M +$22.3M +515,322 +200%
DWMS
340
Dominguez Wealth Management Solutions
Virginia
$12.1M +$59.3K +1,368 +0.5%
SCA
341
Snowden Capital Advisors
New York
$11.9M +$1.04M +23,874 +10%
BCMLT
342
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9M +$1.38M +31,818 +14%
Fisher Asset Management
343
Fisher Asset Management
Washington
$11.8M +$21.6K +498 +0.2%
DI
344
DAGCO Inc
Ohio
$11.8M +$229K +5,280 +2%
PA
345
Planning Alternatives
Michigan
$11.8M -$15.9K -366 -0.1%
ACM
346
Advisors Capital Management
New Jersey
$11.6M +$2.62M +60,318 +33%
FA
347
FC Advisory
Pennsylvania
$11.5M -$38K -876 -0.4%
MSA
348
McAlister Sweet & Associates
Texas
$11.5M +$1M +23,148 +11%
GA
349
GoalVest Advisory
New York
$11.5M +$1.57M +36,276 +18%
MA
350
Mutual Advisors
Nebraska
$11.3M +$691K +15,924 +7%

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.