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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
TCA
351
Taconic Capital Advisors
New York
$11.3M +$1.04M +24,000 +11%
GDP
352
Great Diamond Partners
Maine
$11.3M +$10.4M +239,448 New
SWA
353
Safir Wealth Advisors
New Hampshire
$11.2M -$97.6K -2,250 -0.9%
MCM
354
MAI Capital Management
Ohio
$11.2M -$3.12K -72 -0%
FH
355
FWG Holdings
Florida
$11.2M +$138K +3,180 +1%
IAG
356
Investment Advisory Group
Massachusetts
$11.2M +$301K +6,942 +3%
AG
357
Ascent Group
Virginia
$11.1M -$2.67M -61,566 -21%
JIC
358
Joel Isaacson & Co
New York
$11.1M -$298K -6,876 -3%
ACM
359
AlphaStar Capital Management
North Carolina
$11M -$10.1M -232,440 -50%
SFG
360
Sovereign Financial Group
Connecticut
$11M +$1.91M +44,148 +23%
PRWA
361
Platte River Wealth Advisors
Colorado
$10.8M -$26K -600 -0.3%
LSPW
362
Lake Street Private Wealth
Illinois
$10.7M -$936K -21,588 -9%
WFA
363
Websterrogers Financial Advisors
South Carolina
$10.7M +$3.78M +87,102 +62%
GWM
364
Gray Wealth Management
Maine
$10.7M +$436K +10,044 +5%
CFGS
365
Concourse Financial Group Securities
Alabama
$10.7M -$476K -10,968 -5%
MWM
366
Meridian Wealth Management
Kentucky
$10.6M +$833K +19,218 +9%
AHC
367
Anderson Hoagland & Co
Missouri
$10.6M +$338K +7,788 +4%
BCA
368
Bay Colony Advisors
Massachusetts
$10.6M +$565K +13,032 +6%
AAMA
369
Advanced Asset Management Advisors
Ohio
$10.5M
FIA
370
Foundations Investment Advisors
Arizona
$10.4M +$322K +7,434 +3%
FF
371
Francis Financial
$10.3M +$5.44M +125,538 +134%
FHA
372
Flagship Harbor Advisors
Massachusetts
$10.3M +$86.6K +1,998 +0.9%
FCI
373
Financial Counselors Inc
Kansas
$10.3M -$19K -438 -0.2%
HFG
374
Heron Financial Group
New York
$10.3M -$294K -6,774 -3%
MA
375
MONECO Advisors
Connecticut
$10.2M +$3.12K +72 +0%

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.