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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
RPCONE
776
Retirement Planning Company of New England
Rhode Island
$2.15M +$1.04K +24 +0.1%
OPPS
777
Obsidian Personal Planning Solutions
Maryland
$2.15M -$26K -600 -1%
NPT
778
Nixon Peabody Trust
Massachusetts
$2.14M +$1.97M +45,450 New
CIA
779
Covington Investment Advisors
Pennsylvania
$2.13M -$58.8K -1,356 -3%
BAM
780
Belpointe Asset Management
Nevada
$2.13M -$11M -254,118 -85%
CWC
781
Carolinas Wealth Consulting
North Carolina
$2.12M +$23.9K +552 +1%
OSAM
782
O'Shaughnessy Asset Management
Connecticut
$2.12M +$294K +6,768 +18%
PMG
783
ProVise Management Group
Florida
$2.11M -$685K -15,798 -26%
MA
784
MJP Associates
Connecticut
$2.1M -$5.46K -126 -0.3%
OCBCO
785
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.09M +$1.92M +44,346 New
BBNB
786
Baker Boyer National Bank
Washington
$2.09M -$1.61M -37,212 -46%
ACM
787
Advance Capital Management
Michigan
$2.07M -$163K -3,762 -8%
PL
788
Plancorp LLC
Missouri
$2.04M
CCFM
789
Clear Creek Financial Management
Washington
$2.03M +$335K +7,722 +22%
FPAS
790
Focus Partners Advisor Solutions
Missouri
$2.02M -$219K -5,058 -11%
AL
791
ADE LLC
Maryland
$2M +$520 +12 +0%
SCA
792
STALEY CAPITAL ADVISERS
Pennsylvania
$2M -$53.9K -1,242 -3%
Vontobel Holding
793
Vontobel Holding
Switzerland
$1.98M
AWS
794
AJ Wealth Strategies
New York
$1.98M +$2.08K +48 +0.1%
SIAS
795
Summit Investment Advisory Services
Minnesota
$1.97M -$101K -2,334 -5%
AA
796
Ancora Advisors
Ohio
$1.95M -$31.5K -726 -2%
IAN
797
Integrated Advisors Network
Texas
$1.93M +$44.8K +1,032 +3%
JHCP
798
Jackson Hole Capital Partners
Oklahoma
$1.92M -$151K -3,492 -8%
AWP
799
Accretive Wealth Partners
New Jersey
$1.91M
MG
800
MilWealth Group
Wisconsin
$1.91M -$31K -714 -2%

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.