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Vanguard Growth ETF

1,669 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: 1,5531,669 (+116)

18.51% less ownership

Funds ownership: 413.84%395.33% (-19%)

Holders
1,669
Holders Change
+116
Holders Change %
+7.47%
% of All Funds
26.83%
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
CA
76
CSM Advisors
Pennsylvania
$61.1M
JP Morgan Chase
77
JP Morgan Chase
New York
$60.9M +$23.1M +629,124 +58%
NRA
78
NSI Retail Advisors
Pennsylvania
$60.1M
FSWA
79
Financial Synergies Wealth Advisors
Texas
$59.2M -$6.62M -179,994 -10%
AAS
80
Avantax Advisory Services
Texas
$59.1M +$5.69M +154,596 +10%
MFWP
81
Mosaic Family Wealth Partners
Missouri
$58.5M +$60.6M +1,646,652 New
AllianceBernstein
82
AllianceBernstein
Tennessee
$58.3M -$13.7M -373,032 -19%
Loomis, Sayles & Company
83
Loomis, Sayles & Company
Massachusetts
$58.1M +$48.2M +1,311,132 +403%
VCP
84
Vista Capital Partners
Oregon
$57.9M -$20.7K -564 -0%
MWA
85
Martel Wealth Advisors
Washington
$57.3M +$3.86M +104,964 +7%
SWA
86
Strategies Wealth Advisors
Michigan
$55.2M +$57.1M +1,552,800 New
CM
87
Cornerstone Management
Georgia
$54.4M +$5.6M +152,100 +11%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$53.9M -$720K -19,578 -1%
Citigroup
89
Citigroup
New York
$53.9M -$204M -5,555,928 -79%
CAN
90
Cetera Advisor Networks
California
$53.5M +$11.3M +307,986 +26%
OPS
91
Orion Portfolio Solutions
Nebraska
$52.9M +$1.56M +42,480 +3%
WLIM
92
White Lighthouse Investment Management
Massachusetts
$52.8M +$357K +9,702 +0.7%
TC
93
Trust Company
Kansas
$52.4M +$2.72M +73,812 +5%
PW
94
Peninsula Wealth
California
$52.2M +$1.4M +38,154 +3%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$51.2M +$6.61M +179,808 +14%
GC
96
Gratus Capital
Georgia
$50.1M +$38.4M +1,042,506 +282%
ZCA
97
Zeke Capital Advisors
Pennsylvania
$49.4M +$3.97K +108 +0%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$49.1M -$3.28M -89,154 -7%
GT
99
Glenmede Trust
Pennsylvania
$48.8M +$24M +651,054 +90%
AWM
100
Avior Wealth Management
Nebraska
$48.1M +$3.47M +94,290 +7%

VUG Hedge Fund Activity: Q4 2022 in Review

1,669 of the 6,221 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.

  • 1,669 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,553 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.