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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
KWM
751
Keebeck Wealth Management
Illinois
$2.31M
EWM
752
Evermay Wealth Management
Virginia
$2.3M
KFP
753
KMG Fiduciary Partners
Ohio
$2.3M +$129K +2,970 +6%
RW
754
REDW Wealth
New Mexico
$2.3M -$36.2K -834 -2%
MWP
755
Madison Wealth Partners
Wisconsin
$2.29M -$28.9K -666 -1%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$2.27M +$107K +2,478 +5%
HWA
757
HHM Wealth Advisors
Tennessee
$2.26M +$200K +4,614 +11%
SWPG
758
Strategic Wealth Partners Group
Illinois
$2.26M -$11.2K -258 -0.5%
SIS
759
Strategic Investment Solutions
Illinois
$2.26M -$2.8M -64,452 -56%
AL
760
ACAS LLC
California
$2.25M +$15.4K +354 +0.7%
WTC
761
WhitTier Trust Company
Nevada
$2.24M +$1.55M +35,640 +300%
SHGA
762
Sand Hill Global Advisors
California
$2.24M +$15.4K +354 +0.8%
GP
763
Girard Partners
Pennsylvania
$2.23M -$38.2K -882 -2%
FPB
764
First PREMIER Bank
South Dakota
$2.23M +$409K +9,432 +25%
SWA
765
Sightline Wealth Advisors
Connecticut
$2.22M
CS
766
Credit Suisse
Switzerland
$2.22M +$9.89K +228 +0.5%
PA
767
Parallel Advisors
California
$2.21M -$181K -4,164 -8%
SHFP
768
Second Half Financial Partners
Florida
$2.2M +$2.03M +46,710 New
CAM
769
Cozad Asset Management
Illinois
$2.19M +$215K +4,968 +12%
WBCM
770
Wilson & Boucher Capital Management
California
$2.18M +$260 +6 +0%
AO
771
Advisor OS
Illinois
$2.18M +$1.46M +33,678 +267%
HNWAG
772
High Net Worth Advisory Group
Florida
$2.18M -$40.1K -924 -2%
AFG
773
Altiora Financial Group
Ohio
$2.17M
LRPA
774
L. Roy Papp & Associates
Arizona
$2.17M
API
775
Advisor Partners II
California
$2.16M

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.