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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
WAP
601
Wealthcare Advisory Partners
Pennsylvania
$4.03M -$212K -4,884 -5%
DSA
602
Droms Strauss Advisors
Missouri
$4.03M -$21.9K -504 -0.6%
PD
603
Planning Directions
Pennsylvania
$4.03M -$89.2K -2,058 -2%
PFBT
604
Parkside Financial Bank & Trust
Missouri
$4.02M -$94.5K -2,178 -2%
1WM
605
1900 Wealth Management
Texas
$4.02M -$112K -2,592 -3%
CK
606
Cohen Klingenstein
New York
$3.99M +$20.3K +468 +0.6%
SPC
607
Sigma Planning Corp
Michigan
$3.99M -$760K -17,532 -17%
JIC
608
Johnson Investment Counsel
Ohio
$3.98M -$220K -5,076 -6%
BC
609
Barrett & Company
Rhode Island
$3.98M -$94.5K -2,178 -3%
BWA
610
BDO Wealth Advisors
Florida
$3.97M +$2.45M +56,502 +205%
BPFA
611
Barnes Pettey Financial Advisors
Mississippi
$3.95M +$133K +3,078 +4%
GAM
612
Gotham Asset Management
New York
$3.93M +$3.61M +83,340 New
SFS
613
Security Financial Services
Indiana
$3.93M +$143K +3,288 +4%
BRG
614
Bay Rivers Group
Virginia
$3.93M +$141K +3,258 +4%
ZB
615
Zions Bancorporation
Utah
$3.89M -$778K -17,934 -18%
IFWM
616
Institute for Wealth Management
Colorado
$3.89M -$188K -4,338 -5%
SFP
617
Strategic Financial Partners
Oregon
$3.88M -$122K -2,820 -3%
CAG
618
Csenge Advisory Group
Florida
$3.87M +$697K +16,068 +24%
RWP
619
Revolve Wealth Partners
New Jersey
$3.87M -$205K -4,728 -5%
FFS
620
Founders Financial Securities
Maryland
$3.87M +$1.87M +43,218 +112%
LIM
621
Leavell Investment Management
Alabama
$3.83M +$71.6K +1,650 +2%
IF
622
Intrua Financial
Texas
$3.82M -$69.2K -1,596 -2%
CWA
623
Clarus Wealth Advisors
Arizona
$3.8M +$11.2K +258 +0.3%
CRC
624
Curi RMB Capital
Illinois
$3.79M -$298K -6,876 -8%
FC
625
Forte Capital
New York
$3.78M -$103K -2,370 -3%

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.