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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
SSWM
801
Smith Salley Wealth Management
North Carolina
$1.9M -$67.7K -1,560 -4%
BZWA
802
Blue Zone Wealth Advisors
California
$1.9M +$12.2K +282 +0.7%
SWM
803
SigFig Wealth Management
California
$1.9M -$106K -2,442 -6%
VA
804
Valmark Advisers
Ohio
$1.9M +$302K +6,954 +21%
RWM
805
Rockwood Wealth Management
Pennsylvania
$1.9M +$42.2K +972 +2%
HI
806
Horizon Investments
North Carolina
$1.87M +$1.72M +39,690 New
CBFP
807
Cedar Brook Financial Partners
Ohio
$1.87M +$46.1K +1,062 +3%
BFS
808
Bard Financial Services
Connecticut
$1.86M +$429K +9,900 +33%
TWC
809
TD Waterhouse Canada
Ontario, Canada
$1.86M -$439K -10,128 -23%
FAM
810
Fenimore Asset Management
New York
$1.86M
AGC
811
Aspen Grove Capital
Colorado
$1.85M +$1.7M +39,294 New
EWM
812
Evergreen Wealth Management
Michigan
$1.84M -$4.16K -96 -0.2%
RCI
813
RS Crum Inc
California
$1.84M -$54.6K -1,260 -3%
SWM
814
SeaCrest Wealth Management
New York
$1.83M +$64.3K +1,482 +4%
SFG
815
Sunburst Financial Group
Alabama
$1.81M +$161K +3,720 +11%
CWM
816
Certus Wealth Management
California
$1.81M +$1.66M +38,292 New
JAG
817
Journey Advisory Group
Kentucky
$1.81M -$165K -3,798 -9%
FNWM
818
Financial Network Wealth Management
Utah
$1.8M -$131K -3,030 -8%
CCWM
819
Cassaday & Co Wealth Management
Virginia
$1.8M -$121K -2,784 -7%
OGF
820
Orin Green Financial
California
$1.8M -$26.8K -618 -2%
NDSI
821
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M +$260 +6 +0%
DI
822
DFPG Investments
Utah
$1.79M +$142K +3,276 +10%
NSAM
823
North Star Asset Management
Wisconsin
$1.79M +$258K +5,940 +19%
DAM
824
Derbend Asset Management
Georgia
$1.78M +$379K +8,736 +30%
AIFAIM
825
American Institute for Advanced Investment Management
Arizona
$1.77M +$650K +15,000 +67%

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.