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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
JAG
776
Journey Advisory Group
Kentucky
$1.75M +$1.64M +42,072 New
SWM
777
Stockman Wealth Management
Montana
$1.75M +$78.4K +2,016 +5%
Vontobel Holding
778
Vontobel Holding
Switzerland
$1.75M +$1.63M +42,000 New
AA
779
Ancora Advisors
Ohio
$1.75M -$10K -258 -0.6%
AWS
780
AJ Wealth Strategies
New York
$1.74M -$211K -5,418 -11%
SSWM
781
Smith Salley Wealth Management
North Carolina
$1.74M +$16.8K +432 +1%
LSA
782
Lion Street Advisors
Texas
$1.74M +$1.62M +41,742 New
CAM
783
Cozad Asset Management
Illinois
$1.73M +$144K +3,714 +10%
MG
784
MilWealth Group
Wisconsin
$1.71M
CCWM
785
Cassaday & Co Wealth Management
Virginia
$1.7M -$126K -3,246 -7%
AWP
786
Accretive Wealth Partners
New Jersey
$1.69M -$21K -540 -1%
SAMT
787
Select Asset Management & Trust
Pennsylvania
$1.69M +$1.06M +27,138 +202%
PWM
788
Perigon Wealth Management
California
$1.67M +$76.1K +1,956 +5%
RCI
789
RS Crum Inc
California
$1.67M
BZWA
790
Blue Zone Wealth Advisors
California
$1.67M -$226K -5,802 -13%
FNWM
791
Financial Network Wealth Management
Utah
$1.66M +$81.7K +2,100 +6%
IAN
792
Integrated Advisors Network
Texas
$1.66M -$46.4K -1,194 -3%
SSW
793
Stone Summit Wealth
Florida
$1.65M -$411K -10,572 -21%
FAM
794
Fenimore Asset Management
New York
$1.64M
EWM
795
Empirical Wealth Management
Washington
$1.63M -$19.8K -510 -1%
RWM
796
Rockwood Wealth Management
Pennsylvania
$1.63M +$388K +9,984 +34%
EWM
797
Evergreen Wealth Management
Michigan
$1.62M +$89.6K +2,304 +6%
SPP
798
Single Point Partners
Massachusetts
$1.61M +$233 +6 +0%
FFS
799
Founders Financial Securities
Maryland
$1.61M +$41.8K +1,074 +3%
V
800
VeraBank
Texas
$1.61M +$1.02M +26,340 +213%

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.