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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
CIA
1101
Cohen Investment Advisors
New Hampshire
$806K +$19.8K +456 +3%
CIA
1102
Compass Ion Advisors
Pennsylvania
$806K +$1.04K +24 +0.1%
Kayne Anderson Rudnick Investment Management
1103
Kayne Anderson Rudnick Investment Management
California
$802K +$37.2K +858 +5%
FNB
1104
Farmers National Bank
Kentucky
$801K -$12.8K -294 -2%
MWM
1105
Marion Wealth Management
Pennsylvania
$799K
PFG
1106
Pacific Financial Group
Washington
$799K -$7.29K -168 -1%
CIS
1107
Continental Investors Services
Washington
$798K +$361K +8,316 +100%
CA
1108
Claro Advisors
Massachusetts
$798K
AFG
1109
Allegheny Financial Group
Pennsylvania
$797K -$384K -8,850 -34%
SFP
1110
Shepherd Financial Partners
Massachusetts
$795K +$155K +3,570 +27%
Polen Capital Management
1111
Polen Capital Management
Florida
$795K +$731K +16,848 New
9WM
1112
9258 Wealth Management
Ohio
$788K
FCA
1113
FinTrust Capital Advisors
South Carolina
$787K
WIP
1114
WealthCare Investment Partners
Rhode Island
$785K -$18.7K -432 -3%
NCM
1115
Noesis Capital Mangement
Florida
$782K
TA
1116
Tectonic Advisors
Texas
$781K +$32K +738 +5%
CIA
1117
Cape Investment Advisory
Georgia
$780K -$34.6K -798 -5%
National Bank of Canada
1118
National Bank of Canada
Quebec, Canada
$777K -$28.1K -648 -4%
NAM
1119
NorthCrest Asset Manangement
Minnesota
$775K +$119K +2,742 +20%
VCP
1120
Verus Capital Partners
Arizona
$768K +$5.72K +132 +0.8%
TA
1121
TrueWealth Advisors
Alabama
$766K +$7.55K +174 +1%
IAG
1122
Investmark Advisory Group
Connecticut
$759K +$8.07K +186 +1%
RFN
1123
Redwood Financial Network
Ohio
$758K +$13K +300 +2%
WA
1124
WBH Advisory
Maryland
$757K +$136K +3,132 +24%
GSC
1125
Grey Street Capital
Illinois
$757K +$696K +16,056 New

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.