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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
CFFP
726
Center for Financial Planning
Michigan
$2.07M -$66.5K -1,710 -3%
RW
727
REDW Wealth
New Mexico
$2.06M -$95K -2,442 -5%
BWM
728
BCS Wealth Management
Tennessee
$2.05M +$133K +3,426 +7%
EFS
729
Essex Financial Services
Connecticut
$2.05M -$92.2K -2,370 -5%
PI
730
PFG Investments
New York
$2.05M +$1.92M +49,284 New
WF
731
WoodTrust Financial
Wisconsin
$2.05M +$98.9K +2,544 +5%
MWP
732
Madison Wealth Partners
Wisconsin
$2.05M -$32.9K -846 -2%
KWM
733
Keebeck Wealth Management
Illinois
$2.03M
EWM
734
Evermay Wealth Management
Virginia
$2.03M -$56.7K -1,458 -3%
PCIA
735
Prime Capital Investment Advisors
Kansas
$2.03M -$456K -11,724 -19%
GT
736
Greenleaf Trust
Michigan
$2.01M +$11.4K +294 +0.6%
RMAM
737
Raab & Moskowitz Asset Management
New Jersey
$2M +$3.97K +102 +0.2%
GP
738
Girard Partners
Pennsylvania
$2M -$90.3K -2,322 -5%
SWPG
739
Strategic Wealth Partners Group
Illinois
$2M +$382K +9,822 +26%
FPAS
740
Focus Partners Advisor Solutions
Missouri
$1.99M +$395K +10,164 +27%
TAM
741
Titleist Asset Management
Texas
$1.99M +$1.86M +47,838 New
ACM
742
Advance Capital Management
Michigan
$1.98M -$18.2K -468 -1%
AL
743
ACAS LLC
California
$1.97M +$132K +3,396 +8%
PWS
744
Peterson Wealth Services
Utah
$1.97M +$42.9K +1,104 +2%
HNWAG
745
High Net Worth Advisory Group
Florida
$1.96M -$6.77K -174 -0.4%
SHGA
746
Sand Hill Global Advisors
California
$1.96M +$6.77K +174 +0.4%
CS
747
Credit Suisse
Switzerland
$1.95M -$301K -7,746 -14%
CIA
748
Covington Investment Advisors
Pennsylvania
$1.94M -$41.3K -1,062 -2%
WBCM
749
Wilson & Boucher Capital Management
California
$1.92M +$35K +900 +2%
OPPS
750
Obsidian Personal Planning Solutions
Maryland
$1.92M -$35.5K -912 -2%

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.