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Vanguard Growth ETF

1,718 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 674 increasing their positions, 626 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $24.1M

121% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 77

9% more funds holding in top 10

Funds holding in top 10: 267292 (+25)

3% more funds holding

Funds holding: 1,6701,718 (+48)

8% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 626

3% less capital invested

Capital invested by funds: $54.1B → $52.4B (-$1.7B)

2.32% less ownership

Funds ownership: 395.34%393.02% (-2.3%)

Holders
1,718
Holders Change
+48
Holders Change %
+2.87%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.65%
New
170
Increased
674
Reduced
626
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
451
Von Berge Wealth Management Group
California
$6.29M +$34.5K +888 +0.6%
Wealthfront Advisers
452
Wealthfront Advisers
California
$6.29M +$1.06M +27,228 +22%
KIM
453
Karpus Investment Management
New York
$6.27M +$45.3K +1,164 +0.8%
HSWM
454
Hubbell Strickland Wealth Management
Louisiana
$6.26M -$469K -12,060 -7%
BHCM
455
Brevan Howard Capital Management
Jersey
$6.24M
CCWA
456
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.23M -$3.05M -78,414 -34%
GFA
457
Gallagher Fiduciary Advisors
Illinois
$6.2M +$5.78M +148,674 New
LSIA
458
LaSalle St. Investment Advisors
Illinois
$6.16M +$814K +20,934 +16%
CIC
459
Carnegie Investment Counsel
Ohio
$6.09M -$2.63M -67,548 -32%
FANJ
460
Financial Architects (New Jersey)
New Jersey
$6.09M +$53K +1,362 +0.9%
AWM
461
Angeles Wealth Management
California
$6.03M -$60.9K -1,566 -1%
LWANC
462
Laurel Wealth Advisors (North Carolina)
North Carolina
$6M +$275K +7,068 +5%
Citadel Advisors
463
Citadel Advisors
Florida
$5.98M +$5.57M +143,100 +17,036%
EFL
464
ERn Financial LLC
Wisconsin
$5.98M -$25.4K -654 -0.5%
MW
465
Marcum Wealth
Ohio
$5.95M -$228K -5,874 -4%
SWP
466
Stratos Wealth Partners
Ohio
$5.93M -$5.87M -151,038 -51%
FAG
467
Financial Advisory Group
Texas
$5.91M -$33.8K -870 -0.6%
FNBOO
468
First National Bank of Omaha
Nebraska
$5.9M +$96.8K +2,490 +2%
BC
469
Brio Consultants
California
$5.89M +$68.8K +1,770 +1%
KSWA
470
Kathleen S. Wright Associates
Pennsylvania
$5.87M +$13.8K +354 +0.3%
WFAG
471
Wescott Financial Advisory Group
Pennsylvania
$5.86M -$466K -11,994 -8%
KCM
472
Kathmere Capital Management
Pennsylvania
$5.85M +$486K +12,492 +10%
HCP
473
Hexagon Capital Partners
Arkansas
$5.84M -$142K -3,648 -3%
WFA
474
Websterrogers Financial Advisors
South Carolina
$5.83M +$419K +10,764 +8%
PIAS
475
PCA Investment Advisory Services
Ohio
$5.81M +$5.43M +139,734 New

VUG Hedge Fund Activity: Q1 2023 in Review

1,718 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2023, worth a combined $52.4B — down 3.1% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VUG positions and 77 closed out — a net gain of 93 holders — while 674 added to existing stakes and 626 trimmed.

The largest buyer was Bank of America, adding an estimated $562M. The largest seller was Westwood Holdings Group, cutting an estimated $122M.

  • 1,718 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2023, up from 1,670 in Q4 2022.
  • Funds reported $52.4B of Vanguard Growth ETF stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Growth ETF positions in Q1 2023 and 77 closed out, a net change of +93 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2023 was Bank of America, an estimated $562M added.
  • The largest Vanguard Growth ETF seller in Q1 2023 was Westwood Holdings Group, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2023.