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Vanguard Growth ETF

1,669 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5531,669 (+116)

18.51% less ownership

Funds ownership: 413.84%395.33% (-19%)

Holders
1,669
Holders Change
+116
Holders Change %
+7.47%
% of All Funds
26.83%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1201
S.A. Mason
Michigan
$405K
MAM
1202
McLean Asset Management
Virginia
$405K +$195K +5,298 +87%
DWM
1203
Denver Wealth Management
Colorado
$404K -$4.41K -120 -1%
WDG
1204
Wealth Dimensions Group
Ohio
$404K -$13.2K -360 -3%
RWM
1205
Ritholtz Wealth Management
New York
$404K -$1.1K -30 -0.3%
MAS
1206
Meeder Advisory Services
Ohio
$403K +$418K +11,352 New
BFIM
1207
Beese Fulmer Investment Management
Ohio
$401K +$1.99K +54 +0.5%
FCA
1208
Fortis Capital Advisors
Kansas
$400K +$414K +11,256 New
NEPWA
1209
New England Private Wealth Advisors
Massachusetts
$400K +$414K +11,256 New
EGWAG
1210
Elwood & Goetz Wealth Advisory Group
Georgia
$399K -$4.86K -132 -1%
TC
1211
Toews Corporation
New Jersey
$397K -$3.31K -90 -0.8%
MA
1212
Momentum Advisors
New York
$396K -$2.43K -66 -0.6%
PFA
1213
Pure Financial Advisors
California
$395K +$174K +4,728 +74%
JCM
1214
Jacobi Capital Management
Pennsylvania
$395K +$42.4K +1,152 +12%
AFP
1215
Alpha Financial Partners
Kentucky
$394K +$408K +11,100 New
TA
1216
TFG Advisers
Michigan
$394K +$125K +3,390 +44%
TVAMP
1217
Tennessee Valley Asset Management Partners
Tennessee
$393K -$21.4K -582 -5%
SRWM
1218
Shira Ridge Wealth Management
California
$392K +$406K +11,034 New
LFA
1219
Legend Financial Advisors
Pennsylvania
$391K -$85.4K -2,322 -17%
FWM
1220
FSA Wealth Management
Massachusetts
$390K -$1.95M -53,106 -83%
NPI
1221
New Perspectives Inc
Mississippi
$389K +$1.1K +30 +0.3%
BWM
1222
BerganKDV Wealth Management
Minnesota
$388K +$6.62K +180 +2%
SWA
1223
SFMG Wealth Advisors
Texas
$388K -$31.1K -846 -7%
AMBIA
1224
Allen Mooney & Barnes Investment Advisors
Georgia
$387K +$221 +6 +0.1%
TH
1225
Team Hewins
California
$386K +$400K +10,860 New

VUG Hedge Fund Activity: Q4 2022 in Review

1,669 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,669 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,553 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.