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Vanguard Growth ETF

1,670 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5541,670 (+116)

18.51% less ownership

Funds ownership: 413.84%395.34% (-19%)

Holders
1,670
Holders Change
+116
Holders Change %
+7.46%
% of All Funds
26.84%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
901
Adirondack Trust Company
New York
$948K
CAG
902
Compass Advisory Group
New York
$946K -$312K -8,490 -25%
VPP
903
Vertex Planning Partners
Illinois
$946K +$980K +26,628 New
DACG
904
Donor Advised Charitable Giving
California
$944K
AWA
905
ARQ Wealth Advisors
Arizona
$936K -$27.1K -738 -3%
CWG
906
Crown Wealth Group
North Carolina
$936K
NHC
907
Nicholas Hoffman & Company
Georgia
$936K +$56.7K +1,542 +6%
3F
908
360 Financial
Minnesota
$933K
EW
909
Evoke Wealth
California
$924K +$344K +9,360 +56%
BP
910
Ballentine Partners
Massachusetts
$919K -$132K -3,600 -12%
ACI
911
Alpha Cubed Investments
California
$914K +$409K +11,124 +76%
HFS
912
Heritage Financial Services
Massachusetts
$913K +$33.8K +918 +4%
IWA
913
Icon Wealth Advisors
Texas
$909K
AG
914
Advocate Group
Minnesota
$908K +$123K +3,342 +15%
FFA
915
Fi3 Financial Advisors
Indiana
$907K +$940K +25,548 New
STA
916
Summit Trail Advisors
New York
$905K -$102K -2,784 -10%
SC
917
Saiph Capital
New Jersey
$905K +$251K +6,816 +37%
PTC
918
Private Trust Company
Ohio
$896K -$35.1K -954 -4%
CTA
919
Colonial Trust Advisors
South Carolina
$892K
AFG
920
Allegheny Financial Group
Pennsylvania
$891K +$407K +11,058 +79%
JWM
921
Jeppson Wealth Management
California
$891K +$3.31K +90 +0.4%
MIM
922
Marco Investment Management
Georgia
$890K
TF
923
Trek Financial
Arizona
$890K +$115K +3,120 +14%
SWA
924
Sax Wealth Advisors
New Jersey
$888K -$43.3K -1,176 -4%
PCA
925
Pallas Capital Advisors
Massachusetts
$881K -$411K -11,166 -32%

VUG Hedge Fund Activity: Q4 2022 in Review

1,670 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,670 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,554 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.