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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
PWLP
851
Prio Wealth Limited Partnership
Massachusetts
$1.38M
NB
852
Nicolet Bankshares
Wisconsin
$1.37M -$671K -17,256 -34%
LWM
853
Liberty Wealth Management
California
$1.37M +$1.29M +33,174 New
SIC
854
Salem Investment Counselors
North Carolina
$1.36M -$48.1K -1,236 -4%
MLA
855
My Legacy Advisors
Oregon
$1.36M -$17.5K -450 -1%
IGGA
856
Iron Gate Global Advisors
Utah
$1.35M -$131K -3,360 -9%
AFG
857
Atomi Financial Group
New York
$1.35M +$1.26M +32,442 New
HDIM
858
Hanson & Doremus Investment Management
Vermont
$1.34M -$700 -18 -0.1%
TC
859
TAP Consulting
Missouri
$1.34M -$105K -2,688 -8%
LF
860
LifeSteps Financial
California
$1.34M -$254K -6,540 -17%
TC
861
Trilogy Capital
California
$1.34M -$87.3K -2,244 -7%
NSAM
862
North Star Asset Management
Wisconsin
$1.33M +$700 +18 +0.1%
CSB
863
City State Bank
Iowa
$1.33M +$9.57K +246 +0.8%
WFA
864
West Financial Advisors
Iowa
$1.32M -$105K -2,694 -8%
RPC
865
Rossmore Private Capital
Connecticut
$1.32M +$26.4K +678 +2%
MGWM
866
Marks Group Wealth Management
Minnesota
$1.32M +$754K +19,398 +156%
NB
867
Northwest Bancshares
Pennsylvania
$1.31M -$85.6K -2,202 -7%
BWA
868
Bordeaux Wealth Advisors
California
$1.3M -$2.06M -53,022 -63%
WE
869
Wealth Effects
Massachusetts
$1.3M
AC
870
Avant Capital
Louisiana
$1.3M -$26.1K -672 -2%
SCA
871
Sandy Cove Advisors
Massachusetts
$1.3M +$1.21M +31,188 New
C
872
Certuity
Florida
$1.29M -$112K -2,874 -8%
SOS
873
Silver Oak Securities
Tennessee
$1.29M +$679K +17,448 +129%
WA
874
Wealthstream Advisors
New York
$1.29M -$2.8K -72 -0.2%
BWM
875
Boyd Wealth Management
California
$1.28M +$256K +6,576 +27%

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.