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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
WAS
601
WESPAC Advisors SoCal
California
$3.54M +$11K +282 +0.3%
SFP
602
Strategic Financial Partners
Oregon
$3.54M -$62.5K -1,608 -2%
KL
603
KWMG LLC
Kansas
$3.51M -$167K -4,302 -5%
CK
604
Cohen Klingenstein
New York
$3.5M +$29.2K +750 +0.9%
IF
605
Intrua Financial
Texas
$3.5M -$619K -15,906 -16%
BTWM
606
Baker Tilly Wealth Management
Wisconsin
$3.47M -$2.79M -71,742 -46%
Susquehanna International Group
607
Susquehanna International Group
Pennsylvania
$3.46M +$284K +7,290 +10%
WWM
608
Western Wealth Management
Colorado
$3.43M +$63K +1,620 +2%
FC
609
Forte Capital
New York
$3.43M -$13.5M -346,782 -81%
BBNB
610
Baker Boyer National Bank
Washington
$3.39M
HR
611
Hardy Reed
Mississippi
$3.38M
DWM
612
Dopkins Wealth Management
New York
$3.38M -$788K -20,250 -20%
SMC
613
Smith, Moore & Co
Missouri
$3.37M +$240K +6,162 +8%
BPFA
614
Barnes Pettey Financial Advisors
Mississippi
$3.36M +$88.4K +2,274 +3%
TC
615
TownSquare Capital
Utah
$3.35M -$18.7M -480,858 -86%
CWA
616
Clarus Wealth Advisors
Arizona
$3.34M -$329K -8,460 -9%
SFS
617
Security Financial Services
Indiana
$3.33M +$200K +5,142 +7%
BRG
618
Bay Rivers Group
Virginia
$3.33M +$43.4K +1,116 +1%
LIM
619
Leavell Investment Management
Alabama
$3.31M -$45.5K -1,170 -1%
SCM
620
SOL Capital Management
Maryland
$3.3M +$396K +10,170 +15%
GWMIA
621
Global Wealth Management Investment Advisory
Florida
$3.29M -$71.6K -1,842 -2%
Loomis, Sayles & Company
622
Loomis, Sayles & Company
Massachusetts
$3.28M -$60.6M -1,557,540 -95%
PMFA
623
Plante Moran Financial Advisors
Michigan
$3.28M +$683K +17,574 +29%
OBWG
624
Onyx Bridge Wealth Group
New York
$3.26M -$326K -8,388 -10%
NPF
625
Norris Perne & French
Michigan
$3.26M -$46K -1,182 -1%

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.