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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
WA
1151
Wealth Architects
California
$561K
GT
1152
Glenview Trust
Kentucky
$560K -$124K -3,198 -19%
BSG
1153
Black Swift Group
Colorado
$560K
AIP
1154
Almanack Investment Partners
Pennsylvania
$557K +$61.6K +1,584 +13%
FW
1155
FirstPurpose Wealth
Utah
$556K -$884K -22,740 -63%
WW
1156
Westshore Wealth
California
$554K -$237K -6,090 -31%
FIBT
1157
First International Bank & Trust
North Dakota
$554K +$57.4K +1,476 +12%
CFG
1158
Cooper Financial Group
California
$553K +$145K +3,720 +39%
SFP
1159
Shepherd Financial Partners
Massachusetts
$552K -$318K -8,172 -38%
MAS
1160
Madden Advisory Services
Florida
$552K +$467 +12 +0.1%
AAS
1161
Annex Advisory Services
Wisconsin
$551K -$89.6K -2,304 -15%
SFMG
1162
Sage Financial Management Group
Virginia
$551K
FTC
1163
Farmers Trust Company
Ohio
$549K -$171K -4,386 -25%
GCWM
1164
Graham Capital Wealth Management
District of Columbia
$549K +$51.3K +1,320 New
FWM
1165
Fingerlakes Wealth Management
New York
$547K -$21.5K -552 -4%
OBWP
1166
O'Brien Wealth Partners
Massachusetts
$545K +$22.4K +576 +5%
CFAM
1167
Center For Asset Management
Florida
$543K -$76.8K -1,974 -13%
ACM
1168
Absolute Capital Management
Pennsylvania
$542K +$143K +3,678 +39%
WA
1169
WBH Advisory
Maryland
$538K +$503K +12,930 New
PFA
1170
Pinnacle Family Advisors
Missouri
$537K -$135K -3,480 -21%
WMP
1171
Wealth Management Partners
Arizona
$537K +$35.2K +906 +8%
GIA
1172
Guyasuta Investment Advisors
Pennsylvania
$536K +$233K +6,000 +87%
SSC
1173
Syverson Strege & Co
Iowa
$536K -$15.9K -408 -3%
IFAM
1174
Institutional & Family Asset Management
Colorado
$534K -$147K -3,768 -23%
AIM
1175
Athena Investment Management
California
$532K

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.