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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
SQA
101
Simon Quick Advisors
New Jersey
$53.2M +$482K +12,396 +1%
CF
102
Corrigan Financial
Rhode Island
$53.2M +$2.98M +76,584 +6%
CW
103
CreativeOne Wealth
Kansas
$53.1M +$3.27M +84,114 +7%
CWM
104
Campbell Wealth Management
Virginia
$52.8M +$1.29M +33,246 +3%
BPA
105
Beacon Pointe Advisors
California
$52.1M +$1.42M +36,456 +3%
CHP
106
Cable Hill Partners
Oregon
$52.1M +$2.04M +52,518 +4%
Creative Planning
107
Creative Planning
Kansas
$51.9M -$2.88M -74,082 -6%
SF
108
Summit Financial
New Jersey
$51.4M +$587K +15,084 +1%
US Bancorp
109
US Bancorp
Minnesota
$50.5M -$1.19M -30,486 -2%
RWM
110
Rezny Wealth Management
Florida
$49.6M +$10.9M +281,160 +31%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$47.9M -$6.78M -174,402 -13%
BCM
112
Becker Capital Management
Oregon
$47.8M +$44.7M +1,149,186 New
HCC
113
Hirtle Callaghan & Co
Pennsylvania
$46.7M -$180K -4,638 -0.4%
AI
114
Atria Investments
North Carolina
$46.2M +$3.54M +90,900 +9%
S
115
SignatureFD
Georgia
$46.1M +$1.4M +35,958 +3%
DBT
116
Dubuque Bank & Trust
Iowa
$45.2M +$3M +77,142 +8%
DWM
117
Destination Wealth Management
California
$44.7M +$155K +3,984 +0.4%
Betterment LLC
118
Betterment LLC
New York
$44.3M +$1.43M +36,780 +4%
SFG
119
Sage Financial Group
Pennsylvania
$43.7M +$622K +15,990 +2%
Bessemer Group
120
Bessemer Group
New Jersey
$43.4M +$10.2M +263,418 +34%
RWB
121
RMR Wealth Builders
New Jersey
$43.2M +$3.52M +90,522 +10%
William Blair & Company
122
William Blair & Company
Illinois
$43.1M -$641K -16,488 -2%
ME
123
McIlrath & Eck
Washington
$41.7M +$785K +20,196 +2%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$41.5M -$336K -8,628 -0.9%
PPW
125
Pasadena Private Wealth
California
$41.1M -$3.38M -86,916 -8%

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.