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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
CWG
876
Crown Wealth Group
North Carolina
$1.52M -$152K -3,498 -10%
TC
877
TAP Consulting
Missouri
$1.52M -$260 -6 -0%
ATC
878
Argent Trust Co
Tennessee
$1.51M +$67.7K +1,560 +5%
MLA
879
My Legacy Advisors
Oregon
$1.51M -$73.1K -1,686 -5%
LF
880
LifeSteps Financial
California
$1.5M -$16.4K -378 -1%
RPC
881
Rossmore Private Capital
Connecticut
$1.5M
MGWM
882
Marks Group Wealth Management
Minnesota
$1.49M -$12K -276 -0.9%
SWP
883
Semus Wealth Partners
Florida
$1.48M +$642K +14,808 +89%
SPI
884
Sutton Place Investors
New York
$1.48M +$391K +9,018 +40%
RF
885
Rollins Financial
Georgia
$1.47M -$259K -5,964 -16%
BFM
886
Boston Financial Management
Massachusetts
$1.47M +$334K +7,692 +33%
CSB
887
City State Bank
Iowa
$1.47M -$28.6K -660 -2%
IGGA
888
Iron Gate Global Advisors
Utah
$1.47M -$64.5K -1,488 -5%
BWM
889
Boyd Wealth Management
California
$1.46M +$6.5K +150 +0.5%
SWM
890
Stockman Wealth Management
Montana
$1.46M -$481K -11,082 -26%
GLA
891
Good Life Advisors
Pennsylvania
$1.45M +$338K +7,800 +34%
FVWA
892
Foster Victor Wealth Advisors
South Carolina
$1.45M -$113K -2,610 -8%
ISL
893
Ingalls & Snyder LLC
New York
$1.45M +$166K +3,822 +14%
BWA
894
Bordeaux Wealth Advisors
California
$1.45M -$29.4K -678 -2%
CAM
895
Columbia Asset Management
Michigan
$1.44M +$187K +4,302 +16%
Jennison Associates
896
Jennison Associates
New York
$1.44M -$243K -5,610 -15%
AWM
897
Alterna Wealth Management
Texas
$1.44M +$796K +18,348 +150%
GEA
898
Glen Eagle Advisors
New Jersey
$1.44M +$171K +3,954 +15%
CP
899
Camelot Portfolios
Ohio
$1.44M -$261K -6,018 -16%
MAM
900
Marquette Asset Management
Minnesota
$1.43M

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.