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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
AAM
701
Aureus Asset Management
Massachusetts
$2.77M +$260 +6 +0%
RA
702
Rational Advisors
New York
$2.77M +$2.54M +58,650 New
SFC
703
Strategic Financial Concepts
Texas
$2.76M +$5.46K +126 +0.2%
MA
704
Montag & Associates
Georgia
$2.76M +$1.64M +37,758 +183%
MA
705
MAS Advisors
Florida
$2.75M -$394K -9,084 -13%
BIP
706
Blueprint Investment Partners
North Carolina
$2.74M -$2.95M -68,028 -54%
RIL
707
Rothschild Investment LLC
Illinois
$2.72M +$13.3K +306 +0.5%
CIC
708
Cutler Investment Counsel
Oregon
$2.72M -$1.3K -30 -0.1%
CCM
709
Ciovacco Capital Management
Georgia
$2.72M +$1.66M +38,202 +197%
EFS
710
Essex Financial Services
Connecticut
$2.71M +$357K +8,238 +17%
CFGSD
711
Compass Financial Group (South Dakota)
South Dakota
$2.68M -$87.4K -2,016 -3%
ES
712
Eagle Strategies
New York
$2.68M -$605K -13,956 -20%
AWM
713
Accurate Wealth Management
Florida
$2.68M -$91.3K -2,106 -4%
BW
714
BIP Wealth
Georgia
$2.67M -$157K -3,624 -6%
JSL
715
JT Stratford LLC
Georgia
$2.67M -$790K -18,216 -24%
ACA
716
Aptus Capital Advisors
Alabama
$2.65M -$466K -10,746 -16%
WKWM
717
Walter & Keenan Wealth Management
Indiana
$2.64M -$20.3K -468 -0.8%
QPWM
718
Quadrant Private Wealth Management
Pennsylvania
$2.64M -$241K -5,556 -9%
KCPG
719
Kavar Capital Partners Group
Kansas
$2.64M -$94.5K -2,178 -4%
LWM
720
Laidlaw Wealth Management
New York
$2.62M -$94.5K -2,178 -4%
EI
721
Ellevest Inc
New York
$2.62M +$117K +2,706 +5%
AR
722
Apeiron RIA
Texas
$2.62M -$102K -2,352 -4%
VAS
723
Vestmark Advisory Solutions
Massachusetts
$2.59M +$1.18M +27,294 +99%
AWM
724
Apollon Wealth Management
South Carolina
$2.58M +$1.68M +38,838 +243%
AIA
725
Arcadia Investment Advisors
Idaho
$2.56M -$5.2K -120 -0.2%

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.