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Vanguard Growth ETF

1,669 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: 1,5531,669 (+116)

18.51% less ownership

Funds ownership: 413.84%395.33% (-19%)

Holders
1,669
Holders Change
+116
Holders Change %
+7.47%
% of All Funds
26.83%
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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$288M +$7.09M +192,810 +2%
Mariner
27
Mariner
Kansas
$231M +$11M +300,300 +5%
PWP
28
Perfromance Wealth Partners
Illinois
$225M -$3.17M -86,304 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$215M +$19.3M +523,518 +9%
Truist Financial
30
Truist Financial
North Carolina
$211M +$17.6M +477,576 +9%
CL
31
Choreo LLC
Illinois
$209M +$7.15M +194,292 +3%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$196M -$24M -652,956 -11%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$195M -$6.68M -181,464 -3%
MFG
34
Merit Financial Group
Georgia
$191M +$5.03M +136,848 +3%
EH
35
Equitable Holdings
New York
$190M +$975K +26,508 +0.5%
RJA
36
Raymond James & Associates
Florida
$190M +$25.8M +700,842 +15%
MWM
37
Mission Wealth Management
California
$178M +$5.8M +157,716 +3%
MWM
38
Modera Wealth Management
New Jersey
$154M +$13.8M +375,078 +10%
NFC
39
Northeast Financial Consultants
Connecticut
$149M -$6.02M -163,692 -4%
MML Investors Services
40
MML Investors Services
Massachusetts
$146M +$11M +299,172 +8%
Corient Private Wealth
41
Corient Private Wealth
Florida
$131M +$136M +3,709,596 New
SEIA
42
Signature Estate & Investment Advisors
California
$130M +$9.95M +270,510 +8%
WHG
43
Westwood Holdings Group
Texas
$128M +$13.7M +372,276 +12%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$127M +$4.19M +113,814 +3%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$124M +$7.93M +215,466 +7%
MG
46
Mather Group
Illinois
$122M -$5.15M -140,118 -4%
Stifel Financial
47
Stifel Financial
Missouri
$116M -$3.18M -86,538 -3%
TI
48
Truepoint Inc
Ohio
$116M +$10.2M +277,884 +9%
AssetMark Inc
49
AssetMark Inc
California
$114M -$9.49M -258,108 -7%
KAS
50
Kestra Advisory Services
Texas
$110M +$24.8M +673,488 +28%

VUG Hedge Fund Activity: Q4 2022 in Review

1,669 of the 6,221 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.

  • 1,669 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,553 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.