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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
IFPL
926
Investments & Financial Planning LLC
Kentucky
$1.34M -$5.46K -126 -0.4%
WA
927
WESPAC Advisors
California
$1.34M +$748K +17,244 +154%
JE
928
JMAC Enterprises
Pennsylvania
$1.34M +$198K +4,572 +19%
AIA
929
Arrow Investment Advisors
Maryland
$1.34M +$1.23M +28,368 New
PC
930
Pecaut & Co
Iowa
$1.34M -$2.08K -48 -0.2%
AMG
931
Asset Management Group
Connecticut
$1.34M -$8.07K -186 -0.7%
NB
932
Northwest Bancshares
Pennsylvania
$1.33M -$140K -3,222 -10%
PIA
933
Powell Investment Advisors
Florida
$1.33M +$520 +12 +0%
Loomis, Sayles & Company
934
Loomis, Sayles & Company
Massachusetts
$1.33M -$2.2M -50,790 -64%
CAM
935
Covenant Asset Management
New Jersey
$1.33M +$28.1K +648 +2%
OWA
936
Outlook Wealth Advisors
Texas
$1.33M +$889K +20,508 +268%
ICG
937
InterOcean Capital Group
Tennessee
$1.3M +$241K +5,556 +25%
ATC
938
Adirondack Trust Company
New York
$1.3M
PFGIA
939
Patriot Financial Group Insurance Agency
Massachusetts
$1.3M +$901K +20,766 +305%
RFP
940
RCS Financial Planning
Maryland
$1.3M -$15.6K -360 -1%
AWM
941
Axxcess Wealth Management
California
$1.3M -$12.6M -291,306 -91%
ADL
942
Asset Dedication LLC
California
$1.29M -$28.1K -648 -2%
MSFS
943
Main Street Financial Solutions
Pennsylvania
$1.29M -$20K -462 -2%
WP
944
WealthSource Partners
California
$1.28M
LWM
945
Liberty Wealth Management
California
$1.28M -$263K -6,066 -18%
VPP
946
Vertex Planning Partners
Illinois
$1.27M +$134K +3,084 +13%
ACM
947
AUA Capital Management
Pennsylvania
$1.27M -$64.8K -1,494 -5%
ST
948
Sabal Trust
Florida
$1.26M -$127K -2,940 -10%
KWM
949
Kaydan Wealth Management
Michigan
$1.26M +$31K +714 +3%
KFI
950
Key Financial Inc
Pennsylvania
$1.25M +$7.03K +162 +0.6%

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.