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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
NW
401
NewEdge Wealth
Pennsylvania
$9.18M -$320K -7,386 -4%
SAG
402
SageView Advisory Group
California
$9.12M +$1.15M +26,532 +16%
JFA
403
JNBA Financial Advisors
Minnesota
$9.08M +$4.62M +106,614 +124%
MFGP
404
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.07M +$773K +17,832 +10%
IFG
405
Independent Financial Group
California
$9.04M +$547K +12,618 +7%
AF
406
Advisornet Financial
Minnesota
$9.02M -$119K -2,748 -1%
Wealthfront Advisers
407
Wealthfront Advisers
California
$9.02M +$1.73M +39,906 +26%
FFM
408
Fullerton Fund Management
Singapore
$8.98M +$8.26M +190,428 New
CWM
409
Cranbrook Wealth Management
Michigan
$8.87M -$355K -8,184 -4%
AIA
410
Angeles Investment Advisors
California
$8.86M -$100K -2,310 -1%
SF
411
Synovus Financial
Georgia
$8.85M -$127K -2,928 -2%
CAL
412
Capital Advisors Ltd
Ohio
$8.82M -$19K -438 -0.2%
GFA
413
Gallagher Fiduciary Advisors
Illinois
$8.8M +$1.62M +37,416 +25%
MPCG
414
Matrix Private Capital Group
New York
$8.78M -$300K -6,924 -4%
CAL
415
Capital Analysts LLC
Pennsylvania
$8.65M -$61.9K -1,428 -0.8%
SFG
416
SNS Financial Group
Minnesota
$8.6M -$499K -11,514 -6%
WTA
417
Washington Trust Advisors
Massachusetts
$8.57M -$436K -10,062 -5%
WHG
418
Westwood Holdings Group
Texas
$8.55M -$12.7M -291,972 -62%
SWP
419
Stratos Wealth Partners
Ohio
$8.53M +$1.66M +38,298 +27%
M&T Bank
420
M&T Bank
New York
$8.46M +$282K +6,504 +4%
MA
421
MCF Advisors
Kentucky
$8.46M -$700K -16,152 -8%
BSW
422
Buckingham Strategic Wealth
Missouri
$8.45M +$1.85M +42,714 +31%
FLA
423
Financial Life Advisors
Texas
$8.43M +$149K +3,426 +2%
Mirae Asset Global Investments
424
Mirae Asset Global Investments
South Korea
$8.4M +$7.73M +178,200 New
SA
425
Scarborough Advisors
Maryland
$8.4M +$293K +6,756 +4%

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.