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Vanguard Growth ETF

1,670 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: 1,5541,670 (+116)

18.51% less ownership

Funds ownership: 413.84%395.34% (-19%)

Holders
1,670
Holders Change
+116
Holders Change %
+7.46%
% of All Funds
26.84%
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
LF
1001
Lantz Financial
Illinois
$728K -$58.3K -1,584 -7%
CA
1002
Continuum Advisory
Idaho
$723K -$1.17M -31,830 -61%
CCM
1003
Chilton Capital Management
Texas
$723K -$2.65K -72 -0.4%
CFO
1004
Collective Family Office
Pennsylvania
$722K -$88.3K -2,400 -11%
SAM
1005
Stone Asset Management
Texas
$721K +$321K +8,718 +75%
WKWM
1006
Walter & Keenan Wealth Management
Indiana
$720K +$441 +12 +0.1%
LC
1007
Lincoln Capital
Nebraska
$713K +$40.4K +1,098 +6%
VWA
1008
V Wealth Advisors
Kansas
$713K -$3.92M -106,518 -84%
CWM
1009
Circle Wealth Management
New Jersey
$713K
PFG
1010
PAX Financial Group
Texas
$711K +$13.7K +372 +2%
BTW
1011
Boston Trust Walden
Massachusetts
$711K +$75.5K +2,052 +11%
FPW
1012
Flagship Private Wealth
Massachusetts
$706K +$3.53K +96 +0.5%
NAG
1013
Northstar Advisory Group
New Jersey
$700K -$5.3K -144 -0.7%
CWA
1014
Clearview Wealth Advisors
Oregon
$698K +$714K +19,398 +7,698%
CT
1015
Caldwell Trust
Florida
$695K -$20.1K -546 -3%
BBHC
1016
Brown Brothers Harriman & Co
New York
$690K
WW
1017
Westshore Wealth
California
$690K +$369K +10,032 +107%
PIMG
1018
Patriot Investment Management Group
Tennessee
$689K -$161K -4,368 -20%
WA
1019
Wealth Advisors
California
$688K -$3.53K -96 -0.5%
MAA
1020
Matrix Asset Advisors
New York
$687K
HTC
1021
Haverford Trust Company
Pennsylvania
$686K +$82.5K +2,244 +13%
CAG
1022
Curtis Advisory Group
California
$686K +$36K +978 +5%
SW
1023
SkyOak Wealth
Michigan
$685K +$19.9K +540 +3%
DA
1024
Detalus Advisors
Missouri
$685K
WB
1025
WesBanco Bank
West Virginia
$683K -$583K -15,858 -45%

VUG Hedge Fund Activity: Q4 2022 in Review

1,670 of the 6,222 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.

  • 1,670 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,554 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.