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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
PWA
1201
Phoenix Wealth Advisors
North Carolina
$505K
AWM
1202
Accel Wealth Management
Iowa
$501K -$6.53K -168 -1%
FFWA
1203
FRG Family Wealth Advisors
Washington
$501K
NIC
1204
Northwest Investment Counselors
Oregon
$496K -$12.4K -318 -3%
AUB
1205
Atlantic Union Bankshares
Virginia
$496K
TA
1206
TruWealth Advisors
Louisiana
$495K +$13.3K +342 +3%
WTC
1207
WhitTier Trust Company
Nevada
$494K -$9.33K -240 -2%
MC
1208
Moors & Cabot
Massachusetts
$492K +$61.8K +1,590 +16%
PFA
1209
Petra Financial Advisors
Colorado
$491K -$177K -4,554 -28%
CTB
1210
Country Trust Bank
Illinois
$488K +$123K +3,162 +37%
PCG
1211
Prosperity Consulting Group
Maryland
$482K +$700 +18 +0.2%
GC
1212
GFG Capital
Florida
$482K
LFG
1213
Larson Financial Group
Missouri
$481K +$125K +3,222 +39%
SBIA
1214
Sheaff Brock Investment Advisors
Indiana
$480K +$31.7K +816 +8%
EWM
1215
Executive Wealth Management
Michigan
$477K -$111K -2,856 -20%
MAM
1216
McLean Asset Management
Virginia
$474K
SAM
1217
S.A. Mason
Michigan
$474K
DWM
1218
Denver Wealth Management
Colorado
$474K +$700 +18 +0.2%
RWM
1219
Ritholtz Wealth Management
New York
$472K
SWM
1220
SFG Wealth Management
Maryland
$472K -$93.3K -2,400 -17%
MWM
1221
Maltin Wealth Management
New Jersey
$470K -$3.97K -102 -0.9%
BCG
1222
Breakwater Capital Group
New Jersey
$470K +$119K +3,054 +37%
BFS
1223
Beacon Financial Strategies
North Carolina
$470K -$9.57K -246 -2%
NEPWA
1224
New England Private Wealth Advisors
Massachusetts
$468K +$467 +12 +0.1%
PFA
1225
Pure Financial Advisors
California
$468K +$5.37K +138 +1%

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.