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Vanguard Growth ETF

1,670 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5541,670 (+116)

18.51% less ownership

Funds ownership: 413.84%395.34% (-19%)

Holders
1,670
Holders Change
+116
Holders Change %
+7.46%
% of All Funds
26.84%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
601
Western Wealth Management
Colorado
$2.87M -$2.7M -73,416 -48%
DCM
602
Donaldson Capital Management
Indiana
$2.87M -$109K -2,958 -4%
LIM
603
Leavell Investment Management
Alabama
$2.87M -$72.2K -1,962 -2%
TA
604
Tiedemann Advisors
New York
$2.84M +$360K +9,786 +14%
NPF
605
Norris Perne & French
Michigan
$2.83M +$114K +3,090 +4%
CRC
606
Curi RMB Capital
Illinois
$2.82M +$7.95K +216 +0.3%
BRG
607
Bay Rivers Group
Virginia
$2.8M -$7.06K -192 -0.2%
SFPM
608
Sensible Financial Planning & Management
Massachusetts
$2.79M -$12.8K -348 -0.4%
BPFA
609
Barnes Pettey Financial Advisors
Mississippi
$2.79M +$1.14M +31,068 +66%
PFBT
610
Parkside Financial Bank & Trust
Missouri
$2.78M +$759K +20,640 +36%
BWM
611
Birchcreek Wealth Management
Ohio
$2.78M +$302K +8,214 +12%
PIA
612
Perennial Investment Advisors
California
$2.77M +$462K +12,558 +19%
GJIA
613
Glass Jacobson Investment Advisors
Maryland
$2.76M +$2.86M +77,766 New
WT
614
Whittier Trust
California
$2.76M +$456K +12,384 +19%
FPCG
615
Forum Private Client Group
Indiana
$2.76M +$18.5K +504 +0.7%
KIA
616
KCM Investment Advisors
California
$2.73M -$351K -9,546 -11%
SIG
617
Spinnaker Investment Group
California
$2.72M -$481K -13,080 -15%
Susquehanna International Group
618
Susquehanna International Group
Pennsylvania
$2.7M -$321K -8,724 -10%
CF
619
Centaurus Financial
California
$2.69M -$1.04M -28,170 -27%
B
620
Bridgeworth
Alabama
$2.68M -$626K -17,028 -18%
LWM
621
Ledge Wealth Management
Minnesota
$2.67M +$418K +11,364 +18%
SMC
622
Smith, Moore & Co
Missouri
$2.66M +$58.9K +1,602 +2%
SFS
623
Security Financial Services
Indiana
$2.66M -$148K -4,014 -5%
WAP
624
Wealthcare Advisory Partners
Pennsylvania
$2.65M -$199K -5,412 -7%
BWM
625
Baystate Wealth Management
Massachusetts
$2.65M +$630K +17,118 +30%

VUG Hedge Fund Activity: Q4 2022 in Review

1,670 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,670 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,554 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.