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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
SAMC
726
Spectrum Asset Management (California)
California
$2.56M +$12.8K +294 +0.5%
AF
727
Apexium Financial
Texas
$2.55M -$45K -1,038 -2%
MWM
728
Maripau Wealth Management
Indiana
$2.55M -$185K -4,266 -7%
KeyBank National Association
729
KeyBank National Association
Ohio
$2.54M -$28.9K -666 -1%
RMCM
730
Reynders McVeigh Capital Management
Massachusetts
$2.52M -$54.4K -1,254 -2%
FTUS
731
Flow Traders U.S.
New York
$2.51M +$2.31M +53,178 New
SVWAG
732
Sound View Wealth Advisors Group
Georgia
$2.48M -$73.6K -1,698 -3%
TAM
733
Titleist Asset Management
Texas
$2.48M +$209K +4,812 +10%
WMWM
734
Whitaker-Myers Wealth Managers
Ohio
$2.47M -$102K -2,346 -4%
RWI
735
Red Wave Investments
Pennsylvania
$2.46M
MWM
736
MTC Wealth Management
Florida
$2.42M +$2.22M +51,228 New
RMAM
737
Raab & Moskowitz Asset Management
New Jersey
$2.4M +$120K +2,760 +6%
WF
738
WoodTrust Financial
Wisconsin
$2.38M +$50.7K +1,170 +2%
USCWA
739
U.S. Capital Wealth Advisors
Texas
$2.37M +$181K +4,170 +9%
MOS
740
MGO One Seven
Ohio
$2.37M -$101K -2,334 -4%
FA
741
Financial Alternatives
California
$2.36M -$74.2K -1,710 -3%
FFM
742
Forum Financial Management
Illinois
$2.35M +$675K +15,564 +45%
AWE
743
Avidian Wealth Enterprises
Texas
$2.34M +$313K +7,218 +17%
PI
744
PFG Investments
New York
$2.34M +$15.6K +360 +0.7%
AWMS
745
Advocacy Wealth Management Services
Georgia
$2.34M +$2.15M +49,530 New
CFFP
746
Center for Financial Planning
Michigan
$2.33M -$13K -300 -0.6%
SIG
747
Spinnaker Investment Group
California
$2.33M -$142K -3,270 -6%
RBFC
748
Roman Butler Fullerton & Co
Missouri
$2.32M +$55.2K +1,272 +3%
Kovitz Investment Group Partners
749
Kovitz Investment Group Partners
Illinois
$2.32M -$356K -8,220 -14%
DJSG
750
D.J. St. Germain
Massachusetts
$2.31M +$2.12M +48,924 New

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.