We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,670 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: 1,5541,670 (+116)

18.51% less ownership

Funds ownership: 413.84%395.34% (-19%)

Holders
1,670
Holders Change
+116
Holders Change %
+7.46%
% of All Funds
26.84%
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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$47.1M +$13.3M +361,698 +37%
Creative Planning
102
Creative Planning
Kansas
$46.9M +$8.16M +221,874 +20%
VIA
103
Vantagepoint Investment Advisers
District of Columbia
$46.3M -$3.26M -88,500 -6%
PAG
104
Private Advisor Group
New Jersey
$46.1M +$11.1M +302,496 +15%
SQA
105
Simon Quick Advisors
New Jersey
$45M +$606K +16,476 +1%
US Bancorp
106
US Bancorp
Minnesota
$44.2M +$8.13M +220,968 +22%
CWM
107
Campbell Wealth Management
Virginia
$43.9M +$1.84M +49,884 +4%
SF
108
Summit Financial
New Jersey
$43.4M +$701K +19,044 +2%
BPA
109
Beacon Pointe Advisors
California
$43.2M +$8.44M +229,308 +23%
CF
110
Corrigan Financial
Rhode Island
$42.7M -$2.31M -62,838 -5%
CHP
111
Cable Hill Partners
Oregon
$42.6M +$555K +15,078 +1%
CW
112
CreativeOne Wealth
Kansas
$42.4M +$3.86M +104,898 +10%
BCM
113
Brookstone Capital Management
Illinois
$40.7M -$1.58M -43,050 -4%
HCC
114
Hirtle Callaghan & Co
Pennsylvania
$40.1M -$22.5M -612,858 -35%
RWA
115
Ropes Wealth Advisors
Massachusetts
$39.8M +$40.6M +1,104,480 +6,337%
PPW
116
Pasadena Private Wealth
California
$38.2M +$3.75M +101,844 +10%
S
117
SignatureFD
Georgia
$38.1M +$7.23M +196,488 +22%
DWM
118
Destination Wealth Management
California
$38.1M -$30.5K -828 -0.1%
William Blair & Company
119
William Blair & Company
Illinois
$37.4M +$2.33M +63,294 +6%
SFG
120
Sage Financial Group
Pennsylvania
$36.8M +$3.93M +106,776 +12%
Betterment LLC
121
Betterment LLC
New York
$36.6M +$254K +6,918 +0.7%
AI
122
Atria Investments
North Carolina
$36.2M -$1.39M -37,734 -4%
DBT
123
Dubuque Bank & Trust
Iowa
$35.9M +$3.1M +84,324 +9%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$35.8M +$9.02M +245,202 +32%
JC
125
Jentner Corp
Ohio
$35.4M +$1.37M +37,194 +4%

VUG Hedge Fund Activity: Q4 2022 in Review

1,670 of the 6,222 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.

  • 1,670 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,554 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.