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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
MGIA
51
Moneta Group Investment Advisors
Missouri
$146M +$8.64M +199,134 +7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$143M +$5.96M +137,508 +5%
TI
53
Truepoint Inc
Ohio
$142M -$9.01M -207,732 -6%
GC
54
Garde Capital
Washington
$140M -$208K -4,800 -0.2%
AssetMark Inc
55
AssetMark Inc
California
$139M -$1.59M -36,714 -1%
CFB
56
Cullen/Frost Bankers
Texas
$136M +$10.6M +243,924 +9%
SGAM
57
Stephens Group Asset Management
Arkansas
$122M +$5.13M +118,362 +5%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$120M +$12.1M +280,032 +12%
PAG
59
Private Advisor Group
New Jersey
$118M +$2.1M +48,438 +2%
GC
60
Gratus Capital
Georgia
$112M +$5.2M +119,952 +5%
WPW
61
Waldron Private Wealth
Pennsylvania
$111M -$1.16M -26,712 -1%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$13.3M -306,876 -12%
BOH
63
Bank of Hawaii
Hawaii
$108M +$584K +13,476 +0.6%
CCM
64
Coldstream Capital Management
Washington
$106M -$4.26M -98,304 -4%
BFPW
65
BOK Financial Private Wealth
Colorado
$104M -$6.45M -148,824 -6%
IPW
66
Invictus Private Wealth
Colorado
$102M +$1.23M +28,254 +1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$96.8M +$5.89M +135,720 +7%
AWS
68
Atria Wealth Solutions
New York
$92.4M -$288K -6,648 -0.3%
CAN
69
Cetera Advisor Networks
California
$89.6M +$2.66M +61,320 +3%
WIC
70
Woodmont Investment Counsel
Tennessee
$89.1M -$1.31M -30,174 -2%
SMDAM
71
Sumitomo Mitsui DS Asset Management
Japan
$88.5M -$3.38M -78,000 -4%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$87M +$643K +14,826 +0.8%
BRWA
73
B. Riley Wealth Advisors
Florida
$86.6M -$8.3M -191,358 -9%
VWM
74
Venturi Wealth Management
Texas
$86M +$53.2M +1,227,336 +206%
BCM
75
Brookstone Capital Management
Illinois
$83.4M +$4.75M +109,470 +7%

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.