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Vanguard Growth ETF

1,718 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 674 increasing their positions, 626 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $24.1M

121% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 77

9% more funds holding in top 10

Funds holding in top 10: 267292 (+25)

3% more funds holding

Funds holding: 1,6701,718 (+48)

8% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 626

3% less capital invested

Capital invested by funds: $54.1B → $52.4B (-$1.7B)

2.32% less ownership

Funds ownership: 395.34%393.02% (-2.3%)

Holders
1,718
Holders Change
+48
Holders Change %
+2.87%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.65%
New
170
Increased
674
Reduced
626
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1026
Klingman & Associates
New York
$792K +$107K +2,742 +17%
FSA
1027
Fort Sheridan Advisors
Illinois
$792K +$117K +3,006 +19%
FCA
1028
FinTrust Capital Advisors
South Carolina
$787K
CIA
1029
Capital Investment Advisors
Georgia
$782K -$159K -4,080 -18%
JFGIW
1030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$782K -$732K -18,828 -50%
FGA
1031
Fortis Group Advisors
New Jersey
$782K +$724K +18,606 New
JIP
1032
Jaffetilchin Investment Partners
Florida
$780K +$482K +12,396 +195%
JWM
1033
Jackson Wealth Management
Florida
$777K +$727K +18,696 New
CFO
1034
Collective Family Office
Pennsylvania
$777K -$64.2K -1,650 -8%
EIA
1035
Eldridge Investment Advisors
New Hampshire
$776K
SFS
1036
Sowell Financial Services
Arkansas
$775K -$2.95M -75,972 -80%
WP
1037
WMS Partners
Maryland
$774K -$158K -4,050 -18%
TCM
1038
Tandem Capital Management
New Jersey
$774K +$7K +180 +1%
1SB
1039
1ST Source Bank
Indiana
$767K +$149K +3,840 +26%
WB
1040
WesBanco Bank
West Virginia
$764K -$33.1K -852 -4%
MFS
1041
McNamara Financial Services
Massachusetts
$760K +$27.1K +696 +4%
FFA
1042
Fi3 Financial Advisors
Indiana
$757K -$286K -7,350 -29%
AWA
1043
Alaska Wealth Advisors
Alaska
$753K -$10K -258 -1%
OHWA
1044
Oak Hill Wealth Advisors
Virginia
$751K -$467 -12 -0.1%
Qube Research & Technologies (QRT)
1045
Qube Research & Technologies (QRT)
United Kingdom
$750K +$467K +12,018 +200%
NL
1046
Navalign LLC
California
$749K -$732K -18,834 -51%
PNC
1047
Park National Corp
Ohio
$747K +$22.4K +576 +3%
RL
1048
Retireful LLC
Michigan
$746K +$698K +17,946 New
MLA
1049
MB, Levis & Associates
Pennsylvania
$742K +$3.73K +96 +0.5%
FRA
1050
Frank Rimerman Advisors
California
$738K -$129K -3,306 -16%

VUG Hedge Fund Activity: Q1 2023 in Review

1,718 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2023, worth a combined $52.4B — down 3.1% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VUG positions and 77 closed out — a net gain of 93 holders — while 674 added to existing stakes and 626 trimmed.

The largest buyer was Bank of America, adding an estimated $562M. The largest seller was Westwood Holdings Group, cutting an estimated $122M.

  • 1,718 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2023, up from 1,670 in Q4 2022.
  • Funds reported $52.4B of Vanguard Growth ETF stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Growth ETF positions in Q1 2023 and 77 closed out, a net change of +93 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2023 was Bank of America, an estimated $562M added.
  • The largest Vanguard Growth ETF seller in Q1 2023 was Westwood Holdings Group, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2023.