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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
BMWM
1126
Brown Miller Wealth Management
Virginia
$603K +$25.7K +660 +5%
CRI
1127
Colonial River Investments
Virginia
$599K +$2.33K +60 +0.4%
Millennium Management
1128
Millennium Management
New York
$599K +$560K +14,400 New
MCM
1129
Mainstay Capital Management
Michigan
$596K -$305K -7,854 -35%
TCM
1130
Twele Capital Management
Minnesota
$595K
LPIC
1131
LeJeune Puetz Investment Counsel
Michigan
$592K +$85.6K +2,202 +18%
WAG
1132
Winthrop Advisory Group
Massachusetts
$592K +$90.5K +2,328 +20%
APW
1133
Atlantic Private Wealth
North Carolina
$590K -$79.8K -2,052 -13%
HPC
1134
HM Payson & Co
Maine
$590K
MWA
1135
Meridian Wealth Advisors
Texas
$587K
AWM
1136
Aspire Wealth Management
Massachusetts
$585K +$87.3K +2,244 +19%
IP
1137
Intellectus Partners
California
$583K
BFG
1138
Bouchey Financial Group
New York
$581K +$62.5K +1,608 +13%
OWM
1139
Orgel Wealth Management
Wisconsin
$579K -$135K -3,468 -20%
CAM
1140
Carret Asset Management
New York
$576K +$9.33K +240 +2%
XF
1141
XML Financial
Maryland
$574K +$233 +6 +0%
G
1142
GenTrust
Florida
$573K
WFPG
1143
Waller Financial Planning Group
Ohio
$572K -$181K -4,650 -25%
HA
1144
Herold Advisors
New York
$571K +$37.6K +966 +8%
NAM
1145
NorthCrest Asset Manangement
Minnesota
$569K +$134K +3,450 +34%
CCM
1146
Chilton Capital Management
Texas
$568K -$260K -6,690 -33%
TA
1147
TFB Advisors
Kansas
$567K -$22.6K -582 -4%
RA
1148
Ruggaard & Associates
Ohio
$563K +$527K +13,542 New
SYBT
1149
Stock Yards Bank & Trust
Kentucky
$563K -$4.67K -120 -0.9%
WAOI
1150
Wealth Advisors of Iowa
Iowa
$562K +$233 +6 +0%

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.