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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
PMFA
676
Plante Moran Financial Advisors
Michigan
$2.18M -$1.1M -30,036 -33%
AL
677
Aspiriant LLC
California
$2.17M -$324K -8,808 -13%
LWM
678
Laidlaw Wealth Management
New York
$2.17M -$510K -13,872 -18%
IFG
679
Independent Financial Group
California
$2.16M -$451K -12,264 -17%
KLI
680
Kelman-Lazarov Inc
Tennessee
$2.16M +$551K +14,976 +33%
GWSG
681
GPS Wealth Strategies Group
Colorado
$2.16M -$211K -5,742 -9%
PCIA
682
Prime Capital Investment Advisors
Kansas
$2.15M +$446K +12,114 +25%
FF
683
Francis Financial
$2.15M +$1.83M +49,722 +465%
V
684
Veritable
Delaware
$2.14M -$1.55M -42,072 -41%
SC
685
Savant Capital
Illinois
$2.14M +$216K +5,868 +10%
DTC
686
Davidson Trust Company
Washington
$2.14M +$100K +2,718 +5%
CFGSD
687
Compass Financial Group (South Dakota)
South Dakota
$2.14M +$2.22M +60,234 New
PMG
688
ProVise Management Group
Florida
$2.13M +$385K +10,458 +21%
AWM
689
Accurate Wealth Management
Florida
$2.12M +$309K +8,412 +17%
DAS
690
Dynamic Advisor Solutions
Arizona
$2.11M -$164K -4,452 -7%
AAM
691
Aureus Asset Management
Massachusetts
$2.09M +$221 +6 +0%
SWM
692
SigFig Wealth Management
California
$2.08M +$52.5K +1,428 +3%
RIL
693
Rothschild Investment LLC
Illinois
$2.07M +$3.31K +90 +0.2%
TWA
694
Tillar-Wenstrup Advisors
Ohio
$2.06M -$3.65M -99,348 -63%
CIC
695
Cutler Investment Counsel
Oregon
$2.05M +$483K +13,140 +29%
KCPG
696
Kavar Capital Partners Group
Kansas
$2.03M +$2.1M +57,054 New
TCM
697
True Capital Management
California
$2M +$2.07M +56,202 New
CCA
698
Checchi Capital Advisers
California
$2M -$11.5M -312,138 -85%
PIA
699
Pinion Investment Advisors
Kansas
$1.99M +$558K +15,174 +37%
RMCM
700
Reynders McVeigh Capital Management
Massachusetts
$1.99M +$24.7K +672 +1%

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.