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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
Mariner
26
Mariner
Kansas
$357M +$26.8M +618,666 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$317M +$30.6M +706,494 +12%
PWP
28
Perfromance Wealth Partners
Illinois
$305M -$67.1K -1,548 -0%
CL
29
Choreo LLC
Illinois
$274M -$3.45M -79,470 -1%
MWM
30
Mission Wealth Management
California
$270M +$10.9M +250,728 +5%
Truist Financial
31
Truist Financial
North Carolina
$268M -$7.62M -175,638 -3%
BL
32
Balentine LLC
Georgia
$253M +$233M +5,373,336 +107,898%
RJA
33
Raymond James & Associates
Florida
$246M +$10.8M +249,810 +5%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$239M -$6.31M -145,506 -3%
MWM
35
Modera Wealth Management
New Jersey
$232M +$10M +231,420 +5%
EH
36
Equitable Holdings
New York
$224M -$13.2M -303,522 -6%
CIAS
37
CBIZ Investment Advisory Services
Ohio
$223M -$18.5M -426,828 -8%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$208M +$4.93M +113,736 +3%
MML Investors Services
39
MML Investors Services
Massachusetts
$198M +$17.6M +405,954 +11%
JP Morgan Chase
40
JP Morgan Chase
New York
$197M +$103M +2,379,270 +132%
SEIA
41
Signature Estate & Investment Advisors
California
$192M -$1.26M -29,124 -0.7%
NFC
42
Northeast Financial Consultants
Connecticut
$191M -$2.32M -53,478 -1%
MFG
43
Merit Financial Group
Georgia
$190M -$33.6M -775,128 -16%
Corient Private Wealth
44
Corient Private Wealth
Florida
$184M +$1.36M +31,344 +0.8%
Stifel Financial
45
Stifel Financial
Missouri
$184M +$4.21M +96,996 +3%
RIA
46
Retirement Investment Advisors
Oklahoma
$175M +$39.5M +911,736 +33%
AWM
47
AE Wealth Management
Kansas
$173M +$28.1M +648,372 +22%
MG
48
Mather Group
Illinois
$170M +$8M +184,398 +5%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$169M -$9.41M -217,032 -6%
WA
50
Waverly Advisors
Alabama
$148M -$273K -6,288 -0.2%

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.