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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
MWA
1176
Meridian Wealth Advisors
Texas
$666K
MCM
1177
Mainstay Capital Management
Michigan
$665K -$10.9K -252 -2%
GWA
1178
GGM Wealth Advisors
Maryland
$663K +$612K +14,118 New
IP
1179
Intellectus Partners
California
$662K
MC
1180
Moors & Cabot
Massachusetts
$661K +$93.9K +2,166 +18%
M
1181
MYeCFO
California
$660K +$52K +1,200 +9%
PGF
1182
Plan Group Financial
Oklahoma
$658K +$605K +13,962 New
AC
1183
Apella Capital
Connecticut
$654K +$601K +13,866 New
G
1184
GenTrust
Florida
$651K +$1.04K +24 +0.2%
CRI
1185
Colonial River Investments
Virginia
$647K -$29.9K -690 -5%
EWM
1186
Executive Wealth Management
Michigan
$647K +$97.6K +2,250 +20%
CAM
1187
Carret Asset Management
New York
$645K -$7.81K -180 -1%
KWMG
1188
King Wealth Management Group
Florida
$645K +$150K +3,450 +34%
CCM
1189
Chilton Capital Management
Texas
$644K
SYBT
1190
Stock Yards Bank & Trust
Kentucky
$643K +$3.12K +72 +0.5%
GC
1191
GFG Capital
Florida
$639K
BMWM
1192
Brown Miller Wealth Management
Virginia
$638K -$42.9K -990 -7%
WA
1193
Wealth Architects
California
$637K
AIC
1194
Archer Investment Corporation
Indiana
$636K +$36.4K +840 +7%
CFAM
1195
Center For Asset Management
Florida
$632K +$14.3K +330 +3%
JWM
1196
Jackson Wealth Management
Florida
$630K -$231K -5,328 -28%
FW
1197
FirstPurpose Wealth
Utah
$630K -$1.04K -24 -0.2%
BWA
1198
Beam Wealth Advisors
Louisiana
$629K +$240K +5,538 +71%
KTM
1199
Keeler Thomas Management
Utah
$629K -$921K -21,228 -61%
PCH
1200
PGIM Custom Harvest
New Jersey
$629K -$129K -2,970 -18%

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.