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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
WCM
501
Windham Capital Management
Massachusetts
$6.21M -$251K -5,796 -4%
QWM
502
Quaker Wealth Management
New Jersey
$6.2M +$86.9K +2,004 +2%
SB
503
Simmons Bank
Arkansas
$6.17M -$301K -6,942 -5%
IA
504
IFG Advisory
Georgia
$6.14M +$458K +10,554 +9%
AC
505
Avory & Company
Florida
$6.12M -$3.9M -90,000 -41%
VWA
506
Visionary Wealth Advisors
Illinois
$6.03M -$168K -3,876 -3%
YWM
507
Yoder Wealth Management
California
$6.02M -$431K -9,936 -7%
MCWS
508
McKinley Carter Wealth Services
West Virginia
$6.02M -$86.9K -2,004 -2%
DI
509
Disciplined Investments
Oklahoma
$5.97M -$273K -6,300 -5%
WRTC
510
Wind River Trust Company
Wyoming
$5.95M -$296K -6,834 -5%
WFA
511
Wells Financial Advisors
Massachusetts
$5.95M -$43.2K -996 -0.8%
V
512
VeraBank
Texas
$5.91M +$3.76M +86,694 +224%
LB
513
Leo Brokerage
Texas
$5.89M -$161K -3,702 -3%
FA
514
Fountainhead AM
New Jersey
$5.89M +$530K +12,210 +11%
HSA
515
HBK Sorce Advisory
Pennsylvania
$5.86M -$34.6K -798 -0.6%
AIM
516
Acropolis Investment Management
Missouri
$5.85M +$206K +4,740 +4%
HCM
517
Hollencrest Capital Management
California
$5.83M +$7.81K +180 +0.1%
DB
518
Dravo Bay
Delaware
$5.83M -$690K -15,918 -11%
NFP
519
NorthLanding Financial Partners
New York
$5.78M -$3.48M -80,220 -40%
TFA
520
TPG Financial Advisors
Oregon
$5.75M +$28.4K +654 +0.5%
MAP
521
Milestone Advisory Partners
North Carolina
$5.74M +$953K +21,984 +22%
HWM
522
Hohimer Wealth Management
Washington
$5.74M +$2.84M +65,466 +116%
SSB
523
Sandy Spring Bank
Maryland
$5.7M +$226K +5,214 +5%
CG
524
Caprock Group
Idaho
$5.66M +$51.8K +1,194 +1%
BWM
525
Baystate Wealth Management
Massachusetts
$5.65M +$1M +23,148 +24%

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.