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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
WKWM
701
Walter & Keenan Wealth Management
Indiana
$2.35M +$1.41M +36,132 +178%
HWM
702
Hohimer Wealth Management
Washington
$2.34M +$1.1M +28,254 +101%
ZCM
703
Ziegler Capital Management
Illinois
$2.33M -$18.6M -477,042 -89%
AR
704
Apeiron RIA
Texas
$2.33M +$297K +7,626 +15%
TCM
705
True Capital Management
California
$2.32M -$13.5K -348 -0.6%
BWFA
706
Baltimore-Washington Financial Advisors
Maryland
$2.32M +$332K +8,526 +18%
AF
707
Apexium Financial
Texas
$2.29M -$250K -6,420 -10%
RMCM
708
Reynders McVeigh Capital Management
Massachusetts
$2.28M -$44.6K -1,146 -2%
WMWM
709
Whitaker-Myers Wealth Managers
Ohio
$2.28M -$448K -11,520 -17%
KeyBank National Association
710
KeyBank National Association
Ohio
$2.26M +$161K +4,134 +8%
AIA
711
Arcadia Investment Advisors
Idaho
$2.26M -$333K -8,562 -14%
SVWAG
712
Sound View Wealth Advisors Group
Georgia
$2.26M -$226K -5,814 -10%
SAMC
713
Spectrum Asset Management (California)
California
$2.24M -$689K -17,724 -25%
Wealth Enhancement Advisory Services
714
Wealth Enhancement Advisory Services
Minnesota
$2.24M -$47.5M -1,220,064 -96%
HIA
715
HTG Investment Advisors
Connecticut
$2.22M +$652K +16,752 +46%
SWA
716
Sightline Wealth Advisors
Connecticut
$2.22M +$1.38M +35,430 +198%
T
717
TRUADVICE
Florida
$2.21M +$557K +14,310 +37%
EI
718
Ellevest Inc
New York
$2.2M -$12.6K -324 -0.6%
SIG
719
Spinnaker Investment Group
California
$2.19M -$929K -23,880 -31%
TWC
720
TD Waterhouse Canada
Ontario, Canada
$2.19M +$39.9K +1,026 +2%
MOS
721
MGO One Seven
Ohio
$2.19M +$221K +5,688 +12%
RWI
722
Red Wave Investments
Pennsylvania
$2.17M -$127K -3,276 -6%
BTI
723
Blue Trust Inc
Georgia
$2.16M -$805K -20,694 -25%
FA
724
Financial Alternatives
California
$2.15M
PA
725
Parallel Advisors
California
$2.12M +$223K +5,724 +13%

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.