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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
WKSWA
826
White Knight Strategic Wealth Advisors
New Jersey
$1.48M -$7K -180 -0.5%
AWA
827
Alta Wealth Advisors
Massachusetts
$1.47M -$32.7K -840 -2%
CCFM
828
Clear Creek Financial Management
Washington
$1.47M +$750K +19,284 +121%
NP
829
NorthRock Partners
Minnesota
$1.46M -$68.8K -1,770 -5%
3LCM
830
3D/L Capital Management
Connecticut
$1.46M -$497K -12,768 -27%
CA
831
Cornerstone Advisory
Maryland
$1.46M -$2.33K -60 -0.2%
SFA
832
Sequoia Financial Advisors
Ohio
$1.45M -$111K -2,862 -8%
T
833
TrueFG
Texas
$1.45M +$118K +3,042 +10%
VFA
834
Valeo Financial Advisors
Indiana
$1.44M +$2.75M +70,794 +191%
SFG
835
Sunburst Financial Group
Alabama
$1.44M +$2.33K +60 +0.2%
EIP
836
Easterly Investment Partners
Massachusetts
$1.44M
KTM
837
Keeler Thomas Management
Utah
$1.44M -$2.31M -59,376 -63%
STA
838
Summit Trail Advisors
New York
$1.43M +$350K +9,000 +35%
FFM
839
Forum Financial Management
Illinois
$1.43M +$24.5K +630 +2%
ACI
840
Alpha Cubed Investments
California
$1.42M +$323K +8,298 +32%
TSWM
841
Triangle Securities Wealth Management
North Carolina
$1.41M -$45.7K -1,176 -3%
DACG
842
Donor Advised Charitable Giving
California
$1.41M +$288K +7,404 +28%
PB
843
Pinnacle Bancorp
Nebraska
$1.41M -$14.5K -372 -1%
PGFC
844
Peapack-Gladstone Financial Corp
New Jersey
$1.41M +$88.4K +2,274 +7%
APP
845
Avantax Planning Partners
Iowa
$1.4M -$72.1K -1,854 -5%
THWM
846
Taylor Hoffman Wealth Management
Virginia
$1.39M -$550K -14,142 -30%
VA
847
Valmark Advisers
Ohio
$1.39M +$26.8K +690 +2%
DI
848
DFPG Investments
Utah
$1.39M -$1.96M -50,514 -60%
FVWA
849
Foster Victor Wealth Advisors
South Carolina
$1.38M -$80.7K -2,076 -6%
BB
850
Busey Bank
Illinois
$1.38M -$23.8K -612 -2%

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.