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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
SFPM
626
Sensible Financial Planning & Management
Massachusetts
$3.26M -$10.3K -264 -0.3%
FWM
627
Fortress Wealth Management
California
$3.24M +$1.57M +40,266 +107%
Simplex Trading
628
Simplex Trading
Illinois
$3.22M +$3.02M +77,556 New
1WM
629
1900 Wealth Management
Texas
$3.18M +$15.6K +402 +0.5%
B
630
Bridgeworth
Alabama
$3.15M +$18.2K +468 +0.6%
DCM
631
Donaldson Capital Management
Indiana
$3.14M -$207K -5,328 -7%
KIA
632
KCM Investment Advisors
California
$3.14M -$58.3K -1,500 -2%
GLA
633
Great Lakes Advisors
Illinois
$3.13M +$217K +5,586 +8%
PIA
634
Pinion Investment Advisors
Kansas
$3.12M +$737K +18,960 +34%
JSL
635
JT Stratford LLC
Georgia
$3.11M +$171K +4,398 +6%
LFA
636
Laraway Financial Advisors
Minnesota
$3.11M +$50.9K +1,308 +2%
BWM
637
Birchcreek Wealth Management
Ohio
$3.09M -$146K -3,750 -5%
FPCG
638
Forum Private Client Group
Indiana
$3.08M -$136K -3,492 -5%
TVWM
639
Tower View Wealth Management
Wisconsin
$3.06M -$10.3K -264 -0.4%
AAMC
640
Asset Allocation & Management Company
Illinois
$3.04M
KFA
641
Kelleher Financial Advisors
New York
$3.03M +$1.04M +26,718 +58%
COCM
642
Charter Oak Capital Management
New Hampshire
$3M +$44.3K +1,140 +2%
RG
643
Retirement Group
California
$2.95M -$24.5K -630 -0.9%
ES
644
Eagle Strategies
New York
$2.94M -$8.1M -208,242 -75%
GA
645
GFS Advisors
Texas
$2.94M -$13.3K -342 -0.5%
VAM
646
Verity Asset Management
North Carolina
$2.93M +$1.47M +37,806 +116%
GCA
647
Gradient Capital Advisors
California
$2.91M -$18.4K -474 -0.7%
OCPWS
648
One Charles Private Wealth Services
Massachusetts
$2.9M +$123K +3,168 +5%
TCA
649
Transcend Capital Advisors
New Jersey
$2.89M +$90.1K +2,316 +3%
GFPC
650
Global Financial Private Client
Florida
$2.89M -$148K -3,798 -5%

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.