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Vanguard Growth ETF

1,669 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: 1,5531,669 (+116)

18.51% less ownership

Funds ownership: 413.84%395.33% (-19%)

Holders
1,669
Holders Change
+116
Holders Change %
+7.47%
% of All Funds
26.83%
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
MCA
1051
Magnolia Capital Advisors
Mississippi
$617K +$639K +17,364 New
RWPA
1052
Richard W. Paul & Associates
Michigan
$615K +$637K +17,328 New
CPSC
1053
Carl P. Sherr & Co
Massachusetts
$615K
LW
1054
Libra Wealth
California
$612K
VWM
1055
Venturi Wealth Management
Texas
$608K -$58.5K -1,590 -8%
CIA
1056
Compass Ion Advisors
Pennsylvania
$605K +$1.32K +36 +0.2%
CA
1057
Claro Advisors
Massachusetts
$601K +$43.9K +1,194 +8%
AWP
1058
Abacus Wealth Partners
California
$600K -$9.05K -246 -1%
OCM
1059
Orser Capital Management
Texas
$600K -$25.4K -690 -4%
ML
1060
McAdam LLC
Pennsylvania
$598K -$445K -12,102 -52%
SFS
1061
Summit Financial Strategies
Ohio
$596K +$17.7K +480 +3%
TA
1062
TrueWealth Advisors
Alabama
$596K -$75.7K -2,058 -11%
GT
1063
Glenview Trust
Kentucky
$592K +$6.62K +180 +1%
VNA
1064
Valley National Advisers
Pennsylvania
$590K
National Bank of Canada
1065
National Bank of Canada
Quebec, Canada
$590K -$5.52K -150 -0.9%
IFAM
1066
Institutional & Family Asset Management
Colorado
$590K -$8.61K -234 -1%
NCM
1067
Noesis Capital Mangement
Florida
$589K +$125K +3,408 +26%
LFA
1068
Level Financial Advisors
New York
$583K +$203K +5,520 +51%
PFA
1069
Pinnacle Family Advisors
Missouri
$582K -$335K -9,120 -36%
PFA
1070
Petra Financial Advisors
Colorado
$581K +$602K +16,362 New
WIP
1071
WealthCare Investment Partners
Rhode Island
$580K +$55.6K +1,512 +10%
BONH
1072
Bank of New Hampshire
New Hampshire
$580K -$134K -3,642 -18%
KA
1073
Klingman & Associates
New York
$579K +$10.4K +282 +2%
FIM
1074
Freedom Investment Management
Connecticut
$579K -$14.1K -384 -2%
RFN
1075
Redwood Financial Network
Ohio
$579K -$30.7K -834 -5%

VUG Hedge Fund Activity: Q4 2022 in Review

1,669 of the 6,221 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.

  • 1,669 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,553 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.