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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
IGWM
751
ICA Group Wealth Management
Colorado
$1.92M -$2.33M -59,922 -56%
USCWA
752
U.S. Capital Wealth Advisors
Texas
$1.92M -$1.06M -27,348 -37%
GAM
753
Grandview Asset Management
Pennsylvania
$1.92M -$74.7K -1,920 -4%
AFG
754
Altiora Financial Group
Ohio
$1.92M
LRPA
755
L. Roy Papp & Associates
Arizona
$1.91M
API
756
Advisor Partners II
California
$1.91M -$303K -7,800 -15%
KFP
757
KMG Fiduciary Partners
Ohio
$1.9M +$981K +25,230 +123%
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$1.9M +$10.7K +276 +0.6%
RPCONE
759
Retirement Planning Company of New England
Rhode Island
$1.9M -$1.63K -42 -0.1%
RBFC
760
Roman Butler Fullerton & Co
Missouri
$1.88M -$3.73K -96 -0.2%
ACP
761
Aveo Capital Partners
Colorado
$1.87M -$31.5K -810 -2%
BC
762
Burney Company
Virginia
$1.86M -$370K -9,516 -18%
MA
763
MJP Associates
Connecticut
$1.86M -$132K -3,396 -7%
CWC
764
Carolinas Wealth Consulting
North Carolina
$1.85M -$22.4K -576 -1%
HT
765
HighTower Trust
Texas
$1.85M +$590K +15,168 +45%
JHCP
766
Jackson Hole Capital Partners
Oklahoma
$1.84M
SIAS
767
Summit Investment Advisory Services
Minnesota
$1.83M +$700 +18 +0%
SCA
768
STALEY CAPITAL ADVISERS
Pennsylvania
$1.81M +$181K +4,644 +12%
HWA
769
HHM Wealth Advisors
Tennessee
$1.8M -$67K -1,722 -4%
PL
770
Plancorp LLC
Missouri
$1.8M -$36.6K -942 -2%
SWM
771
SigFig Wealth Management
California
$1.8M -$30.6K -786 -2%
MPW
772
MGO Private Wealth
California
$1.79M +$1.67M +42,942 New
GFG
773
Greystone Financial Group
Michigan
$1.77M -$32.2K -828 -2%
AL
774
ADE LLC
Maryland
$1.77M -$340K -8,754 -17%
AWE
775
Avidian Wealth Enterprises
Texas
$1.77M +$543K +13,968 +49%

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.