We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,670 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5541,670 (+116)

18.51% less ownership

Funds ownership: 413.84%395.34% (-19%)

Holders
1,670
Holders Change
+116
Holders Change %
+7.46%
% of All Funds
26.84%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
426
Hubbell Strickland Wealth Management
Louisiana
$5.77M -$136K -3,702 -2%
LWP
427
Lumature Wealth Partners
Georgia
$5.75M +$147K +3,996 +3%
BFG
428
Berger Financial Group
Minnesota
$5.74M +$144K +3,924 +2%
HIA
429
Harbor Investment Advisory
Maryland
$5.73M +$554K +15,060 +10%
LFP
430
Leeward Financial Partners
Washington
$5.71M -$195K -5,292 -3%
CFSG
431
Clark Financial Services Group
Missouri
$5.69M +$193K +5,238 +3%
CFG
432
Citizens Financial Group
Rhode Island
$5.69M +$525K +14,280 +10%
IAA
433
Ironsides Asset Advisors
North Carolina
$5.63M -$11.5K -312 -0.2%
IWM
434
IHT Wealth Management
Illinois
$5.62M +$36.2K +984 +0.6%
LC
435
Lindbrook Capital
California
$5.62M +$89.4K +2,430 +2%
BlackRock
436
BlackRock
New York
$5.6M +$1.1M +29,988 +23%
FC
437
Fusion Capital
South Carolina
$5.58M +$6.62K +180 +0.1%
FUBT
438
First United Bank & Trust
Maryland
$5.57M +$8.83K +240 +0.2%
SWM
439
Segment Wealth Management
Texas
$5.54M
BTWM
440
Baker Tilly Wealth Management
Wisconsin
$5.51M +$5.71M +155,238 New
LBC
441
Lawrence B. Cohen
$5.49M +$5.68M +154,530 New
AA
442
Addison Advisors
Vermont
$5.45M +$309K +8,412 +6%
TFG
443
Tilson Financial Group
New Jersey
$5.45M +$5.64M +153,372 New
WFAG
444
Wescott Financial Advisory Group
Pennsylvania
$5.43M -$8.39K -228 -0.1%
HA
445
Hofer & Associates
California
$5.43M +$16.1K +438 +0.3%
MC
446
Mathes Company
New York
$5.41M
SFA
447
Semmax Financial Advisors
North Carolina
$5.34M +$10.4K +282 +0.2%
BHCM
448
Brevan Howard Capital Management
Jersey
$5.33M +$5.52M +150,000 New
KIM
449
Karpus Investment Management
New York
$5.31M -$428K -11,622 -7%
MW
450
Marcum Wealth
Ohio
$5.29M -$359K -9,756 -6%

VUG Hedge Fund Activity: Q4 2022 in Review

1,670 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,670 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,554 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.