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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
MW
476
Marcum Wealth
Ohio
$6.78M +$29.1K +672 +0.5%
EFG
477
Everhart Financial Group
Ohio
$6.76M +$336K +7,746 +6%
KSWA
478
Kathleen S. Wright Associates
Pennsylvania
$6.75M +$76.2K +1,758 +1%
EFL
479
ERn Financial LLC
Wisconsin
$6.72M -$55.9K -1,290 -0.9%
NRI
480
NFP Retirement Inc
California
$6.7M +$261K +6,030 +4%
FAG
481
Financial Advisory Group
Texas
$6.7M -$5.2K -120 -0.1%
FNBOO
482
First National Bank of Omaha
Nebraska
$6.67M -$26K -600 -0.4%
KWM
483
Kingsview Wealth Management
Oregon
$6.67M +$449K +10,344 +8%
LWANC
484
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.63M -$160K -3,690 -3%
BST
485
Bath Savings Trust
Maine
$6.61M +$38.8K +894 +0.6%
BC
486
Brio Consultants
California
$6.59M -$77.5K -1,788 -1%
MC
487
Mathes Company
New York
$6.57M +$6.04M +139,320 New
PIAS
488
PCA Investment Advisory Services
Ohio
$6.54M -$50.2K -1,158 -0.8%
ACP
489
Aveo Capital Partners
Colorado
$6.53M +$4.06M +93,564 +208%
MAM
490
Meeder Asset Management
Ohio
$6.53M +$857K +19,752 +17%
AWM
491
Aries Wealth Management
Maine
$6.52M -$45.5K -1,050 -0.8%
WFAG
492
Wescott Financial Advisory Group
Pennsylvania
$6.5M -$140K -3,228 -2%
CIC
493
Carnegie Investment Counsel
Ohio
$6.46M -$414K -9,558 -7%
RA
494
Riversedge Advisors
Delaware
$6.42M -$48.4K -1,116 -0.8%
HCP
495
Hexagon Capital Partners
Arkansas
$6.39M -$207K -4,770 -3%
IPW
496
Intergy Private Wealth
Colorado
$6.39M +$4.16K +96 +0.1%
WCA
497
Waypoint Capital Advisors
Minnesota
$6.38M +$1.01M +23,280 +21%
OBWG
498
Onyx Bridge Wealth Group
New York
$6.38M +$2.46M +56,826 +72%
NAS
499
NWF Advisory Services
California
$6.38M
VC
500
Vicus Capital
Pennsylvania
$6.3M -$145K -3,336 -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.