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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
SFO
551
Stokes Family Office
Louisiana
$4.14M -$9.33K -240 -0.2%
RFA
552
Register Financial Advisors
Georgia
$4.11M +$206K +5,286 +6%
UBV
553
United Bank (Virginia)
Virginia
$4.11M
OIA
554
OneDigital Investment Advisors
Kansas
$4.11M +$15.6K +402 +0.4%
WAM
555
Weinberger Asset Management
California
$4.09M +$76.5K +1,968 +2%
IIA
556
Integral Investment Advisors
California
$4.05M -$269K -6,918 -7%
EPA
557
Element Pointe Advisors
Florida
$4.04M
NG
558
Northstar Group
New York
$4.03M +$39.2K +1,008 +1%
AFP
559
Ausdal Financial Partners
Iowa
$4.03M -$6.07K -156 -0.2%
CWA
560
Canvas Wealth Advisors
Kansas
$4.02M -$3.91M -100,524 -51%
BWM
561
Baystate Wealth Management
Massachusetts
$4.02M +$859K +22,074 +30%
EA
562
Eclectic Associates
California
$4.01M -$127K -3,258 -3%
EDRIA
563
Edmonds Duncan Registered Investment Advisors
Kansas
$4.01M +$228K +5,850 +6%
Lido Advisors
564
Lido Advisors
California
$4M +$183K +4,698 +5%
CANC
565
Culbertson A N & Co
Virginia
$3.99M -$333K -8,556 -8%
MAG
566
Mayfair Advisory Group
Alabama
$3.97M +$216K +5,562 +6%
SC
567
Savant Capital
Illinois
$3.97M +$1.19M +30,654 +47%
IA
568
Insight Advisors
Pennsylvania
$3.96M -$10.5K -270 -0.3%
CFD
569
Creative Financial Designs
Indiana
$3.94M -$689K -17,718 -16%
ST
570
Smithfield Trust
Pennsylvania
$3.9M +$1.19M +30,534 +48%
FF
571
Francis Financial
$3.88M +$1.28M +32,952 +55%
AFM
572
Abbot Financial Management
Massachusetts
$3.87M -$53.9K -1,386 -1%
PIA
573
Perennial Investment Advisors
California
$3.86M +$576K +14,814 +19%
RJT
574
Raymond James Trust
Florida
$3.86M -$88K -2,262 -2%
CA
575
CGN Advisors
Kansas
$3.83M +$23.8K +612 +0.7%

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.