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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
SFS
1076
Summit Financial Strategies
Ohio
$698K
9WM
1077
9258 Wealth Management
Ohio
$695K +$26.8K +690 +4%
CIA
1078
Cohen Investment Advisors
New Hampshire
$692K +$53.4K +1,374 +9%
JFG
1079
Jefferies Financial Group
New York
$691K -$96.1K -2,472 -13%
CW
1080
Channel Wealth
California
$691K +$647K +16,632 New
SWP
1081
Semus Wealth Partners
Florida
$691K +$245K +6,288 +61%
NCM
1082
Noesis Capital Mangement
Florida
$689K
WPC
1083
Wedmont Private Capital
Pennsylvania
$686K +$18.2K +468 +3%
PCH
1084
PGIM Custom Harvest
New Jersey
$678K -$207K -5,310 -25%
WT
1085
Washington Trust
Rhode Island
$675K +$700 +18 +0.1%
APIM
1086
Agate Pass Investment Management
Washington
$675K +$228K +5,850 +56%
HIS
1087
Horizon Investment Services
Indiana
$674K +$63.9K +1,644 +11%
BONH
1088
Bank of New Hampshire
New Hampshire
$672K -$5.83K -150 -0.9%
HTC
1089
Haverford Trust Company
Pennsylvania
$672K -$123K -3,162 -16%
Kayne Anderson Rudnick Investment Management
1090
Kayne Anderson Rudnick Investment Management
California
$671K -$93.6K -2,406 -13%
VCP
1091
Verus Capital Partners
Arizona
$671K +$12.8K +330 +2%
WAL
1092
W Advisors LLC
Tennessee
$670K +$25.4K +654 +4%
TA
1093
TrueWealth Advisors
Alabama
$668K -$28K -720 -4%
WTB
1094
Washington Trust Bank
Washington
$664K -$113K -2,904 -15%
AWM
1095
Apollon Wealth Management
South Carolina
$664K +$54.6K +1,404 +10%
TLA
1096
Tanglewood Legacy Advisors
Texas
$663K +$620K +15,954 New
RW
1097
RVW Wealth
California
$663K +$39.2K +1,008 +7%
LSA
1098
L & S Advisors
California
$662K +$162K +4,170 +35%
LL
1099
LPWM LLC
Minnesota
$662K +$107K +2,754 +21%
IAG
1100
Investmark Advisory Group
Connecticut
$662K +$37.3K +960 +6%

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.