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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
FRA
1126
Frank Rimerman Advisors
California
$755K -$75.2K -1,734 -10%
RA
1127
Ruggaard & Associates
Ohio
$755K +$107K +2,460 +18%
WTB
1128
Washington Trust Bank
Washington
$753K
LL
1129
LPWM LLC
Minnesota
$753K +$1.56K +36 +0.2%
GT
1130
Glenview Trust
Kentucky
$753K +$108K +2,484 +18%
HL
1131
HeadInvest LLC
Maine
$745K -$65K -1,500 -9%
WP
1132
WMS Partners
Maryland
$745K -$123K -2,826 -15%
BONH
1133
Bank of New Hampshire
New Hampshire
$744K -$17.2K -396 -2%
VNA
1134
Valley National Advisers
Pennsylvania
$741K
AWM
1135
Aspire Wealth Management
Massachusetts
$740K +$70.3K +1,620 +12%
CAM
1136
CPA Asset Management
Florida
$740K +$681K +15,696 New
EP
1137
Edgestream Partners
New Jersey
$737K +$456K +10,512 +205%
CHA
1138
Carmichael Hill & Associates
Maryland
$736K
CCA
1139
Conservest Capital Advisors
Pennsylvania
$736K
HTC
1140
Haverford Trust Company
Pennsylvania
$734K -$25.8K -594 -4%
WAL
1141
W Advisors LLC
Tennessee
$727K -$29.9K -690 -4%
BSG
1142
Black Swift Group
Colorado
$727K +$84.3K +1,944 +14%
FFA
1143
Farther Finance Advisors
California
$724K +$116K +2,664 +21%
PAMG
1144
Patton Albertson Miller Group
Tennessee
$723K -$19.8K -456 -3%
MWM
1145
Madison Wealth Management
Ohio
$722K
LFA
1146
Level Financial Advisors
New York
$721K -$1.56K -36 -0.2%
APP
1147
Avantax Planning Partners
Iowa
$720K -$795K -18,324 -55%
W
1148
Wealthquest
Ohio
$717K
WGCA
1149
Wolf Group Capital Advisors
Virginia
$714K -$52K -1,200 -7%
TFA
1150
Trinity Financial Advisors
Ohio
$713K +$209K +4,830 +47%

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.