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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
RCM
1026
Rain Capital Management
Oregon
$999K -$104K -2,388 -10%
PTC
1027
Private Trust Company
Ohio
$997K -$165K -3,798 -15%
IWA
1028
Intercontinental Wealth Advisors
Texas
$996K -$6.25K -144 -0.7%
FPCG
1029
Fort Pitt Capital Group
Pennsylvania
$996K +$45.5K +1,050 +5%
AOWM
1030
Alpha Omega Wealth Management
Virginia
$995K -$50.7K -1,170 -5%
First Manhattan
1031
First Manhattan
New York
$991K -$635K -14,640 -41%
AGA
1032
Arkos Global Advisors
Texas
$989K -$71K -1,638 -7%
FNBSF
1033
First National Bank Sioux Falls
South Dakota
$987K -$1.56K -36 -0.2%
CT
1034
Caldwell Trust
Florida
$983K -$54.6K -1,260 -6%
LF
1035
Lantz Financial
Illinois
$979K +$10.9K +252 +1%
GKWIM
1036
Gerber Kawasaki Wealth & Investment Management
California
$972K -$15.1K -348 -2%
SFWC
1037
Strategic Family Wealth Counselors
New Jersey
$967K +$22.4K +516 +3%
PCMC
1038
Private Capital Management (Colorado)
Colorado
$966K -$285K -6,564 -24%
ZCM
1039
Ziegler Capital Management
Illinois
$963K -$1.55M -35,760 -64%
WA
1040
Wealth Advisors
California
$954K
SOS
1041
Silver Oak Securities
Tennessee
$949K -$472K -10,890 -35%
MIM
1042
Moseley Investment Management
Florida
$948K +$21.9K +504 +3%
SKK
1043
Shepherd Kaplan Krochuk
Massachusetts
$947K +$871K +20,088 New
CWM
1044
Circle Wealth Management
New Jersey
$947K
BTW
1045
Boston Trust Walden
Massachusetts
$943K
CAG
1046
Crestwood Advisors Group
Massachusetts
$934K +$26.8K +618 +3%
WP
1047
Westmount Partners
California
$933K -$47.6K -1,098 -5%
FGA
1048
Fortis Group Advisors
New Jersey
$932K +$49.7K +1,146 +6%
FFA
1049
First Foundation Advisors
California
$931K +$303K +6,996 +55%
HAG
1050
HF Advisory Group
Maryland
$930K +$5.46K +126 +0.6%

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.