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Vanguard Growth ETF
VUG

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: 292 → 315 (+23)

6% more funds holding

Funds holding: 1,718 → 1,822 (+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

Top Buyers

Rank Fund Capital Flow
1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$5.66B
2
BL
Balentine LLC
Georgia
+$233M
3
JP Morgan Chase
JP Morgan Chase
New York
+$103M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$58.5M
5
VWM
Venturi Wealth Management
Texas
+$53.2M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$604M
2
Bank of America
Bank of America
North Carolina
-$539M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$306M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$135M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
901
Marco Investment Management
Georgia
$1.43M +$227K +5,226 +21%
AC
902
Avant Capital
Louisiana
$1.42M -$48.9K -1,128 -4%
AT
903
American Trust
Kentucky
$1.41M -$10.7K -246 -0.8%
WA
904
Wealthstream Advisors
New York
$1.41M -$48.9K -1,128 -4%
DIP
905
DT Investment Partners
Pennsylvania
$1.4M – – –
RIS
906
Retirement Income Solutions
Michigan
$1.4M – – –
HDIM
907
Hanson & Doremus Investment Management
Vermont
$1.39M -$118K -2,730 -8%
MCM
908
MV Capital Management
Maryland
$1.39M +$12K +276 +0.9%
MCCP
909
Mission Creek Capital Partners
California
$1.39M -$4.68K -108 -0.4%
KLCM
910
KG&L Capital Management
Louisiana
$1.38M +$25.5K +588 +2%
BP
911
Ballentine Partners
Massachusetts
$1.38M +$95.2K +2,196 +8%
DT
912
Diversified Trust
Tennessee
$1.38M +$176K +4,050 +16%
WT
913
Whittier Trust
California
$1.38M -$1.56M -36,054 -55%
3F
914
360 Financial
Minnesota
$1.38M +$98.6K +2,274 +8%
CA
915
Continuum Advisory
Idaho
$1.37M +$234K +5,400 +23%
TA
916
TFB Advisors
Kansas
$1.37M +$666K +15,354 +113%
CIA
917
Choate Investment Advisors
Massachusetts
$1.36M – – –
WAM
918
WNY Asset Management
New York
$1.36M +$27.6K +636 +2%
PFA
919
Pinnacle Family Advisors
Missouri
$1.36M +$688K +15,858 +123%
FCB
920
First County Bank
Connecticut
$1.35M +$704K +16,230 +130%
GWM
921
Greenhouse Wealth Management
Connecticut
$1.35M +$1.3K +30 +0.1%
FLPIM
922
F.L. Putnam Investment Management
Massachusetts
$1.35M +$310K +7,152 +33%
PP
923
Patten & Patten
Tennessee
$1.35M -$3.9K -90 -0.3%
ATPW
924
Ashton Thomas Private Wealth
Arizona
$1.35M +$282K +6,492 +29%
HCA
925
Harbour Capital Advisors
Virginia
$1.34M – – –
35 36
37
38 39

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.