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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
AWM
1001
Aprio Wealth Management
Georgia
$1.07M +$3.64K +84 +0.4%
3LCM
1002
3D/L Capital Management
Connecticut
$1.07M -$538K -12,408 -35%
DIA
1003
Dana Investment Advisors
Wisconsin
$1.06M +$509K +11,748 +110%
SSWM
1004
Strait & Sound Wealth Management
California
$1.06M +$27.3K +630 +3%
CAG
1005
Curtis Advisory Group
California
$1.05M +$129K +2,964 +15%
LA
1006
Lane & Associates
New Jersey
$1.05M +$235K +5,430 +32%
ESCM
1007
Echo Street Capital Management
New York
$1.05M -$16.9K -390 -2%
RW
1008
RVW Wealth
California
$1.05M +$273K +6,288 +39%
WW
1009
Waterfront Wealth
Kansas
$1.05M -$281K -6,480 -23%
CIBC World Market
1010
CIBC World Market
Ontario, Canada
$1.04M -$24.7K -570 -3%
V
1011
ViaWealth
Kansas
$1.04M -$21.9K -504 -2%
SC
1012
Stephens Consulting
Michigan
$1.04M -$46.8K -1,080 -5%
OP
1013
ORG Partners
Indiana
$1.03M +$952K +21,948 New
HAS
1014
HBW Advisory Services
California
$1.03M -$14.1K -324 -1%
OA
1015
Operose Advisors
Wisconsin
$1.03M -$122K -2,814 -11%
TLCM
1016
Twin Lakes Capital Management
California
$1.03M +$1.56K +36 +0.2%
VFPW
1017
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.03M +$1.3K +30 +0.1%
RIM
1018
Rockbridge Investment Management
New York
$1.02M -$192K -4,422 -17%
SW
1019
SkyOak Wealth
Michigan
$1.02M +$5.99K +138 +0.6%
MPM
1020
Meritage Portfolio Management
Kansas
$1.01M -$67.4K -1,554 -7%
HR
1021
Hardy Reed
Mississippi
$1.01M -$2.59M -59,796 -74%
KL
1022
KilterHowling LLC
Colorado
$1.01M +$1.3K +30 +0.1%
PFG
1023
PAX Financial Group
Texas
$1.01M +$25.8K +594 +3%
JGIA
1024
Jackson Grant Investment Advisers
Connecticut
$1.01M +$2.34K +54 +0.3%
OHIS
1025
Oak Harvest Investment Services
Texas
$999K +$697K +16,074 +315%

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.