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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
MGIA
51
Moneta Group Investment Advisors
Missouri
$121M +$33.7M +865,308 +42%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$120M +$1.14M +29,388 +1%
RIA
53
Retirement Investment Advisors
Oklahoma
$116M +$79.1M +2,032,788 +265%
CFB
54
Cullen/Frost Bankers
Texas
$110M +$9.82M +252,600 +11%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$7.27M -186,888 -7%
SGAM
56
Stephens Group Asset Management
Arkansas
$102M +$183K +4,716 +0.2%
PAG
57
Private Advisor Group
New Jersey
$99.8M +$2.05M +52,698 +2%
WPW
58
Waldron Private Wealth
Pennsylvania
$98.9M -$5.78M -148,500 -6%
BFPW
59
BOK Financial Private Wealth
Colorado
$98M +$2.8M +72,036 +3%
CCM
60
Coldstream Capital Management
Washington
$97.4M +$149K +3,822 +0.2%
KAM
61
Kensington Asset Management
Texas
$94.8M +$88.7M +2,280,600 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$94.4M -$3.94M -101,196 -4%
BOH
63
Bank of Hawaii
Hawaii
$94.2M -$757K -19,458 -0.9%
GC
64
Gratus Capital
Georgia
$93.7M +$32.8M +842,808 +60%
IPW
65
Invictus Private Wealth
Colorado
$88.7M -$1.34M -34,494 -2%
BRWA
66
B. Riley Wealth Advisors
Florida
$84.3M -$3M -77,250 -4%
PPFA
67
Provida Pension Fund Administrator
Chile
$82M +$77.1M +1,983,660 +8,192%
AWS
68
Atria Wealth Solutions
New York
$81.8M -$606K -15,582 -0.8%
SMDAM
69
Sumitomo Mitsui DS Asset Management
Japan
$81.2M -$3.33M -85,500 -4%
WIC
70
Woodmont Investment Counsel
Tennessee
$79.8M +$7.01M +180,258 +10%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$79.7M +$977K +25,128 +1%
CAN
72
Cetera Advisor Networks
California
$77M +$13.5M +346,770 +23%
CTC
73
Central Trust Company
Missouri
$76.5M +$366K +9,420 +0.5%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$76M -$15.7M -404,418 -18%
JP Morgan Chase
75
JP Morgan Chase
New York
$75.1M +$3.63M +93,252 +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.