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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
PBF
426
Petix & Botte Financial
California
$8.4M +$3.79M +87,420 +96%
AA
427
Addison Advisors
Vermont
$8.36M +$518K +11,952 +7%
LWP
428
Lumature Wealth Partners
Georgia
$8.35M +$298K +6,864 +4%
CPRC
429
Consolidated Portfolio Review Corp
New York
$8.34M +$210K +4,842 +3%
Vanguard Group
430
Vanguard Group
Pennsylvania
$8.34M +$2.32M +53,454 +43%
TYCC
431
Texas Yale Capital Corp
Florida
$8.34M -$1.71M -39,384 -18%
D
432
Dentgroup
Louisiana
$8.32M +$147K +3,384 +2%
CS
433
Comerica Securities
Michigan
$8.26M -$471K -10,860 -6%
SCM
434
SCS Capital Management
Massachusetts
$8.2M -$190K -4,386 -2%
AM
435
AGF Management
Ontario, Canada
$8.19M -$781 -18 -0%
NFG
436
Nations Financial Group
Iowa
$8.17M +$858K +19,794 +13%
KDA
437
Kraft Davis & Associates
Missouri
$8.12M +$7.46M +172,020 New
NEWAS
438
N.E.W. Advisory Services
Wisconsin
$8.1M -$260K -5,994 -3%
LSIA
439
LaSalle St. Investment Advisors
Illinois
$8.06M +$986K +22,746 +15%
PG
440
Prostatis Group
Maryland
$8.04M -$1.3K -30 -0%
Koshinski Asset Management
441
Koshinski Asset Management
Illinois
$7.99M -$2.99M -68,886 -29%
HIA
442
Harbor Investment Advisory
Maryland
$7.91M -$54.6K -1,260 -0.7%
BFG
443
Berger Financial Group
Minnesota
$7.87M +$13.8K +318 +0.2%
MCA
444
Magnolia Capital Advisors
Mississippi
$7.86M -$308K -7,098 -4%
LI
445
Latigo Investments
Florida
$7.83M +$2.24M +51,558 +45%
CF
446
Copperwynd Financial
Arizona
$7.82M +$76K +1,752 +1%
HNB
447
Huntington National Bank
Ohio
$7.8M
LRIA
448
Leonard Rickey Investment Advisors
Washington
$7.75M -$241K -5,568 -3%
KF
449
Krilogy Financial
Missouri
$7.67M -$255K -5,880 -3%
LC
450
Lindbrook Capital
California
$7.52M -$128K -2,952 -2%

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.