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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
TWA
1151
Talisman Wealth Advisors
New Jersey
$711K +$520 +12 +0.1%
BFG
1152
Bouchey Financial Group
New York
$710K +$46.3K +1,068 +8%
FWM
1153
Focused Wealth Management
New York
$710K
TNB
1154
Thomasville National Bank
Georgia
$709K -$28.6K -660 -4%
TCOV
1155
Trust Company of Vermont
Vermont
$708K +$291K +6,714 +81%
RWM
1156
Ritholtz Wealth Management
New York
$706K +$157K +3,612 +32%
RL
1157
Retireful LLC
Michigan
$705K -$130K -3,006 -17%
LWCFA
1158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$703K +$633K +14,586 +4,420%
HA
1159
Herold Advisors
New York
$696K +$44K +1,014 +7%
1WA
1160
180 Wealth Advisors
Washington
$696K +$1.3K +30 +0.2%
EWA
1161
Evolution Wealth Advisors
Florida
$695K +$268K +6,180 +72%
ACM
1162
Absolute Capital Management
Pennsylvania
$688K +$67.4K +1,554 +12%
PAG
1163
Private Advisory Group
Washington
$688K
TDC
1164
Thompson Davis & Co
Virginia
$687K -$14.3K -330 -2%
TAM
1165
Tocqueville Asset Management
New York
$682K -$22.1K -510 -3%
GIA
1166
Guyasuta Investment Advisors
Pennsylvania
$679K +$65K +1,500 +12%
CWP
1167
Corepath Wealth Partners
Arizona
$678K +$52K +1,200 +9%
SIMG
1168
Sonora Investment Management Group
Arizona
$678K -$282K -6,510 -31%
AIM
1169
Athena Investment Management
California
$677K +$67.7K +1,560 +12%
ICP
1170
Interchange Capital Partners
Pennsylvania
$672K -$452K -10,428 -42%
HIS
1171
Horizon Investment Services
Indiana
$672K -$84.8K -1,956 -12%
APW
1172
Atlantic Private Wealth
North Carolina
$670K +$520 +12 +0.1%
KPWG
1173
KFA Private Wealth Group
Virginia
$670K +$68.7K +1,584 +13%
CW
1174
Channel Wealth
California
$669K -$106K -2,448 -15%
TCM
1175
Twele Capital Management
Minnesota
$666K -$8.33K -192 -1%

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.