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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
PWP
26
Perfromance Wealth Partners
Illinois
$269M +$5.79M +148,818 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$250M -$1.53M -39,462 -0.7%
CL
28
Choreo LLC
Illinois
$245M +$515K +13,248 +0.2%
Truist Financial
29
Truist Financial
North Carolina
$244M -$2.87M -73,812 -1%
MWM
30
Mission Wealth Management
California
$227M +$17.7M +456,306 +9%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$217M -$11.2M -288,606 -5%
CIAS
32
CBIZ Investment Advisory Services
Ohio
$214M +$193M +4,954,896 +2,476%
EH
33
Equitable Holdings
New York
$210M -$12.1M -311,070 -6%
RJA
34
Raymond James & Associates
Florida
$206M -$14.6M -374,772 -7%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$203M -$24.6M -632,262 -11%
MFG
36
Merit Financial Group
Georgia
$199M -$22.3M -573,492 -11%
MWM
37
Modera Wealth Management
New Jersey
$195M +$14.3M +367,092 +8%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$178M +$28.1M +722,760 +20%
SEIA
39
Signature Estate & Investment Advisors
California
$171M +$16.7M +430,200 +12%
NFC
40
Northeast Financial Consultants
Connecticut
$170M -$4.06M -104,460 -2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$161M +$7.91M +203,340 +5%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$158M +$12.4M +318,948 +9%
Stifel Financial
43
Stifel Financial
Missouri
$158M +$20.4M +525,462 +16%
MML Investors Services
44
MML Investors Services
Massachusetts
$158M -$12M -307,494 -7%
MG
45
Mather Group
Illinois
$142M -$397K -10,200 -0.3%
TI
46
Truepoint Inc
Ohio
$134M -$1.12M -28,746 -0.9%
WA
47
Waverly Advisors
Alabama
$131M +$12.8M +328,074 +12%
AWM
48
AE Wealth Management
Kansas
$125M +$22.4M +575,292 +24%
AssetMark Inc
49
AssetMark Inc
California
$124M -$8.81M -226,626 -7%
GC
50
Garde Capital
Washington
$124M +$2.47M +63,624 +2%

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.