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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
KAS
76
Kestra Advisory Services
Texas
$82.9M +$427K +9,840 +0.6%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$82.9M -$135M -3,117,072 -64%
MFWP
78
Mosaic Family Wealth Partners
Missouri
$81.6M +$293K +6,756 +0.4%
CTC
79
Central Trust Company
Missouri
$81.6M -$4.77M -109,926 -6%
CA
80
CSM Advisors
Pennsylvania
$81.1M
WANY
81
Wealthspire Advisors (New York)
New York
$80.4M +$3.96M +91,224 +6%
NRA
82
NSI Retail Advisors
Pennsylvania
$79.8M
SWA
83
Strategies Wealth Advisors
Michigan
$79M -$920K -21,222 -1%
FSWA
84
Financial Synergies Wealth Advisors
Texas
$77.5M +$399K +9,210 +0.6%
BCIM
85
Bishop & Co Investment Management
Pennsylvania
$77.2M +$5.66B +130,535,436 +27,779%
BCI
86
Brinker Capital Investments
Pennsylvania
$76.3M -$767K -17,694 -1%
OPS
87
Orion Portfolio Solutions
Nebraska
$76.3M -$767K -17,694 -1%
MWA
88
Martel Wealth Advisors
Washington
$75.6M -$2.3M -52,998 -3%
VCP
89
Vista Capital Partners
Oregon
$75.6M -$1.23M -28,422 -2%
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$74.9M -$6.85M -157,998 -9%
BPA
91
Beacon Pointe Advisors
California
$73.3M +$13.1M +301,470 +24%
AllianceBernstein
92
AllianceBernstein
Tennessee
$72.4M -$1.86M -42,960 -3%
PW
93
Peninsula Wealth
California
$69.8M +$34.1K +786 +0.1%
NA
94
NewEdge Advisors
Louisiana
$68.8M +$3.51M +81,012 +6%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$68M -$3.25M -75,030 -5%
AAS
96
Avantax Advisory Services
Texas
$67.2M +$278K +6,414 +0.5%
AWM
97
Avior Wealth Management
Nebraska
$67M +$3.12K +72 +0%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$66.9M -$3.33M -76,674 -5%
CM
99
Cornerstone Management
Georgia
$66.2M -$5.93M -136,662 -9%
SQA
100
Simon Quick Advisors
New Jersey
$65.3M +$4.53M +104,430 +8%

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.