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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
CFG
451
Citizens Financial Group
Rhode Island
$7.5M -$37.7K -870 -0.5%
IAA
452
Ironsides Asset Advisors
North Carolina
$7.47M
FC
453
Fusion Capital
South Carolina
$7.46M +$31.2K +720 +0.5%
CCA
454
Clearwater Capital Advisors
Illinois
$7.45M -$112K -2,586 -2%
HH
455
Hilltop Holdings
Texas
$7.39M +$3.9M +90,012 +135%
CFSG
456
Clark Financial Services Group
Missouri
$7.38M +$177K +4,092 +3%
SWM
457
Segment Wealth Management
Texas
$7.36M
WFA
458
Wellspring Financial Advisors
Ohio
$7.34M -$696K -16,038 -0.3%
IWM
459
IHT Wealth Management
Illinois
$7.28M +$36.4K +840 +0.5%
VBWMG
460
Von Berge Wealth Management Group
California
$7.25M +$99.7K +2,298 +2%
HA
461
Hofer & Associates
California
$7.22M +$33.8K +780 +0.5%
ECA
462
Elevated Capital Advisors
Utah
$7.19M +$631K +14,562 +11%
FUBT
463
First United Bank & Trust
Maryland
$7.17M -$119K -2,736 -2%
OAJ
464
Ogorek Anthony Joseph
New York
$7.15M -$1.08M -24,966 -14%
FANJ
465
Financial Architects (New Jersey)
New Jersey
$7.14M +$215K +4,968 +3%
CI
466
CX Institutional
Indiana
$7.11M -$3.13M -72,288 -32%
GIA
467
Gladstone Institutional Advisory
Florida
$7.1M +$1.93M +44,484 +42%
HSWM
468
Hubbell Strickland Wealth Management
Louisiana
$7.08M -$13K -300 -0.2%
WJA
469
Willis Johnson & Associates
Texas
$7.02M -$908K -20,934 -12%
RBC
470
Romano Brothers & Co
Illinois
$7.01M +$485K +11,178 +8%
BWFA
471
Baltimore-Washington Financial Advisors
Maryland
$6.95M +$3.97M +91,470 +164%
KIM
472
Karpus Investment Management
New York
$6.86M -$228K -5,250 -3%
NAMP
473
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.85M +$301K +6,930 +5%
KCM
474
Kathmere Capital Management
Pennsylvania
$6.83M +$179K +4,128 +3%
AWM
475
Angeles Wealth Management
California
$6.81M -$31.2K -720 -0.5%

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.