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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
FIBT
1201
First International Bank & Trust
North Dakota
$628K
MAS
1202
Madden Advisory Services
Florida
$626K +$520 +12 +0.1%
SWP
1203
Summit Wealth Partners
Florida
$623K -$77K -1,776 -12%
FTC
1204
Farmers Trust Company
Ohio
$623K
FWM
1205
Fingerlakes Wealth Management
New York
$622K +$781 +18 +0.1%
WAG
1206
Winthrop Advisory Group
Massachusetts
$620K -$47.1K -1,086 -8%
FCBT
1207
First Citizens Bank & Trust
North Carolina
$615K +$83K +1,914 +17%
WA
1208
WP Advisors
California
$615K -$77.5K -1,788 -12%
CAAM
1209
Cornerstone Advisors Asset Management
Pennsylvania
$614K +$565K +13,020 New
AWM
1210
AAF Wealth Management
Massachusetts
$612K +$91.1K +2,100 +19%
JCM
1211
Jacobi Capital Management
Pennsylvania
$612K +$21.1K +486 +4%
PWAG
1212
Polaris Wealth Advisory Group
California
$611K +$562K +12,948 New
CFG
1213
Cooper Financial Group
California
$610K -$16.1K -372 -3%
VAM
1214
Verity Asset Management
North Carolina
$609K -$2.49M -57,528 -82%
WMP
1215
Wealth Management Partners
Arizona
$609K
MAM
1216
McLean Asset Management
Virginia
$609K +$65K +1,500 +13%
AAS
1217
Annex Advisory Services
Wisconsin
$608K -$15.6K -360 -3%
FFA
1218
Founders Financial Alliance
North Carolina
$605K +$82.7K +1,908 +17%
BBNA
1219
Bremer Bank National Association
Minnesota
$603K
IA
1220
IFG Advisors
Missouri
$603K -$520 -12 -0.1%
IFAM
1221
Institutional & Family Asset Management
Colorado
$602K -$2.86K -66 -0.5%
FNBT
1222
FineMark National Bank & Trust
Florida
$600K +$296K +6,816 +115%
AUB
1223
Atlantic Union Bankshares
Virginia
$599K +$33.8K +780 +7%
OWM
1224
Orgel Wealth Management
Wisconsin
$595K -$56.7K -1,308 -9%
HWM
1225
Hemington Wealth Management
Virginia
$593K

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.