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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
EIP
851
Easterly Investment Partners
Massachusetts
$1.63M -$2.08K -48 -0.1%
ACI
852
Alpha Cubed Investments
California
$1.63M +$19K +438 +1%
T
853
TrueFG
Texas
$1.62M -$20.3K -468 -1%
CA
854
Cornerstone Advisory
Maryland
$1.61M -$41.4K -954 -3%
DACG
855
Donor Advised Charitable Giving
California
$1.6M
SSW
856
Stone Summit Wealth
Florida
$1.6M -$249K -5,748 -14%
RIA
857
Realta Investment Advisors
Delaware
$1.6M +$1.19M +27,426 +421%
AFG
858
Atomi Financial Group
New York
$1.6M +$63K +1,452 +4%
D
859
Diversified
Delaware
$1.59M -$177K -4,092 -11%
NP
860
NorthRock Partners
Minnesota
$1.56M -$84.6K -1,950 -6%
PWLP
861
Prio Wealth Limited Partnership
Massachusetts
$1.56M
NB
862
Nicolet Bankshares
Wisconsin
$1.55M -$4.42K -102 -0.3%
WFA
863
West Financial Advisors
Iowa
$1.55M +$42.7K +984 +3%
SIC
864
Salem Investment Counselors
North Carolina
$1.54M
GIA
865
GHP Investment Advisors
Colorado
$1.54M +$184K +4,254 +15%
AIP
866
Almanack Investment Partners
Pennsylvania
$1.54M +$832K +19,176 +143%
WB
867
West Bancorporation
Iowa
$1.54M +$1.16M +26,700 +455%
EAM
868
Evanson Asset Management
California
$1.53M -$197K -4,548 -12%
WE
869
Wealth Effects
Massachusetts
$1.53M +$57K +1,314 +4%
FIM
870
Freedom Investment Management
Connecticut
$1.53M +$522K +12,048 +59%
C
871
Certuity
Florida
$1.53M +$60.1K +1,386 +4%
BB
872
Busey Bank
Illinois
$1.53M -$29.7K -684 -2%
TC
873
Trilogy Capital
California
$1.53M -$9.11K -210 -0.7%
WKSWA
874
White Knight Strategic Wealth Advisors
New Jersey
$1.53M -$135K -3,102 -9%
THWM
875
Taylor Hoffman Wealth Management
Virginia
$1.52M -$44.5K -1,026 -3%

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.