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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
MCA
526
MSH Capital Advisors
Arizona
$5.65M -$89.5K -2,064 -2%
KA
527
Kovack Advisors
Florida
$5.61M -$12K -276 -0.2%
CCWA
528
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.6M -$1.35M -31,122 -21%
PPC
529
Park Place Capital
Alabama
$5.58M +$26.5K +612 +0.5%
BWM
530
Brown Wealth Management
Illinois
$5.56M +$5.11M +117,906 New
OPCM
531
Osborne Partners Capital Management
California
$5.55M +$130K +3,000 +3%
DWM
532
Defined Wealth Management
Oregon
$5.54M +$2.16M +49,776 +74%
TA
533
Tiedemann Advisors
New York
$5.53M +$350K +8,076 +7%
WSTAM
534
Wilbanks Smith & Thomas Asset Management
Virginia
$5.45M +$55.7K +1,284 +1%
RCA
535
Riverview Capital Advisers
Massachusetts
$5.43M +$1.3K +30 +0%
MLRA
536
Main Line Retirement Advisors
Montana
$5.36M +$4.93M +113,586 New
DPI
537
Diversified Portfolios Inc
Michigan
$5.35M -$64K -1,476 -1%
RCAG
538
Rehmann Capital Advisory Group
Michigan
$5.32M +$240K +5,538 +5%
Lido Advisors
539
Lido Advisors
California
$5.3M +$698K +16,104 +17%
RFC
540
Regions Financial Corp
Alabama
$5.29M +$66.3K +1,530 +1%
CA
541
Calton & Associates
Florida
$5.24M -$78.6K -1,812 -2%
AWA
542
Arkadios Wealth Advisors
Georgia
$5.2M +$9.89K +228 +0.2%
HCM
543
Hengehold Capital Management
Ohio
$5.19M -$33.8K -780 -0.7%
MPW
544
MGO Private Wealth
California
$5.17M +$2.9M +66,762 +155%
EA
545
Emerald Advisors
Washington
$5.13M +$88.7K +2,046 +2%
Simplex Trading
546
Simplex Trading
Illinois
$5.11M +$1.33M +30,744 +40%
SAMT
547
Select Asset Management & Trust
Pennsylvania
$5.06M +$2.89M +66,750 +165%
OIA
548
OneDigital Investment Advisors
Kansas
$5.01M +$325K +7,488 +8%
BJL
549
Brighton Jones LLC
Washington
$4.98M +$46.3K +1,068 +1%
GWM
550
Geneos Wealth Management
Colorado
$4.97M +$234K +5,388 +5%

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.