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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
WB
1076
WesBanco Bank
West Virginia
$859K -$6.5K -150 -0.8%
JFGIW
1077
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$859K -$26.3K -606 -3%
TLA
1078
Tanglewood Legacy Advisors
Texas
$856K +$95K +2,190 +14%
TFA
1079
Triad Financial Advisors
North Carolina
$854K -$104K -2,394 -12%
GC
1080
Guidance Capital
Kentucky
$849K +$788K +18,180 New
LW
1081
Linscomb Wealth
Texas
$847K -$155K -3,570 -17%
MLA
1082
MB, Levis & Associates
Pennsylvania
$843K +$1.04K +24 +0.1%
AWA
1083
Alaska Wealth Advisors
Alaska
$839K -$13.5K -312 -2%
SL
1084
SWMG LLC
Texas
$836K +$475K +10,956 +162%
TFGT
1085
TS Financial Group (TSFG)
Illinois
$830K +$12K +276 +2%
BTI
1086
Blue Trust Inc
Georgia
$828K -$1.77M -40,896 -67%
SFS
1087
Summit Financial Strategies
Ohio
$828K +$33K +762 +5%
SPWG
1088
Syntegra Private Wealth Group
Missouri
$827K +$761K +17,544 New
WAOI
1089
Wealth Advisors of Iowa
Iowa
$826K +$173K +3,990 +30%
LC
1090
Lincoln Capital
Nebraska
$826K +$13.3K +306 +2%
NL
1091
Navalign LLC
California
$824K -$23.9K -552 -3%
RRA
1092
Round Rock Advisors
Connecticut
$820K
LSA
1093
Lansing Street Advisors
Pennsylvania
$814K +$395K +9,108 +112%
RWPA
1094
Richard W. Paul & Associates
Michigan
$814K +$5.2K +120 +0.7%
CPIA
1095
Cornell Pochily Investment Advisors
New York
$814K +$520 +12 +0.1%
LW
1096
Libra Wealth
California
$812K
OBWP
1097
O'Brien Wealth Partners
Massachusetts
$812K +$178K +4,110 +31%
PIMG
1098
Patriot Investment Management Group
Tennessee
$812K
CPSC
1099
Carl P. Sherr & Co
Massachusetts
$810K -$6.5K -150 -0.9%
EP
1100
Eudaimonia Partners
Tennessee
$807K -$1.56K -36 -0.2%

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.