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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
PNC
951
Park National Corp
Ohio
$1.25M +$369K +8,508 +47%
SWA
952
Sax Wealth Advisors
New Jersey
$1.25M +$74.2K +1,710 +7%
NHC
953
Nicholas Hoffman & Company
Georgia
$1.24M
CTWM
954
Cherry Tree Wealth Management
Minnesota
$1.24M +$1.14M +26,310 New
CAG
955
Compass Advisory Group
New York
$1.24M +$70.5K +1,626 +7%
RPG
956
Resource Planning Group
Georgia
$1.24M +$31.2K +720 +3%
BFC
957
Bedel Financial Consulting
Indiana
$1.23M +$102K +2,358 +10%
NRWA
958
North Ridge Wealth Advisors
Oregon
$1.23M
EW
959
Evoke Wealth
California
$1.23M
SNBOSD
960
Security National Bank of So Dak
Iowa
$1.23M +$1.13M +25,992 New
IWP
961
Icon Wealth Partners
Texas
$1.21M
IWN
962
Independent Wealth Network
Iowa
$1.21M +$107K +2,472 +11%
CIAS
963
Capital Investment Advisory Services
North Carolina
$1.19M +$654K +15,084 +147%
AWA
964
ARQ Wealth Advisors
Arizona
$1.19M
HPM
965
Hoxton Planning & Management
West Virginia
$1.19M -$551K -12,696 -33%
APIM
966
Agate Pass Investment Management
Washington
$1.19M +$387K +8,922 +55%
PCM
967
Parsons Capital Management
Rhode Island
$1.18M +$45.8K +1,056 +4%
AG
968
Advocate Group
Minnesota
$1.18M
CFS
969
CRA Financial Services
New Jersey
$1.18M +$13K +300 +1%
JWM
970
Jeppson Wealth Management
California
$1.18M -$2.08K -48 -0.2%
IAS
971
Insigneo Advisory Services
Florida
$1.17M +$1.08M +24,840 New
PCA
972
Providence Capital Advisors
North Carolina
$1.17M +$1.08M +24,840 New
HFS
973
Heritage Financial Services
Massachusetts
$1.17M -$76.8K -1,770 -7%
BC
974
Burney Company
Virginia
$1.17M -$866K -19,962 -45%
CCB
975
Country Club Bank
Missouri
$1.16M +$141K +3,240 +15%

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.