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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$64.9M -$1.98M -45,660 -3%
MCIA
102
Mountain Capital Investment Advisors
Colorado
$64.8M +$58.5M +1,349,682 New
TC
103
Trust Company
Kansas
$64M -$7.23M -166,758 -11%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$62.2M +$7.2M +166,122 +14%
CW
105
CreativeOne Wealth
Kansas
$61.5M +$1.13M +26,100 +2%
CWM
106
Campbell Wealth Management
Virginia
$61.2M +$1.23M +28,392 +2%
Creative Planning
107
Creative Planning
Kansas
$59.6M +$758K +17,490 +1%
CF
108
Corrigan Financial
Rhode Island
$59.6M -$672K -15,486 -1%
SIA
109
Strategic Investment Advisors
Michigan
$59.4M +$30.1M +694,680 +123%
CHP
110
Cable Hill Partners
Oregon
$59M -$104K -2,406 -0.2%
US Bancorp
111
US Bancorp
Minnesota
$56.1M -$1.03M -23,808 -2%
IPW
112
Impact Partnership Wealth
Georgia
$55.3M +$50.9M +1,172,958 New
RWM
113
Rezny Wealth Management
Florida
$55.2M -$973K -22,434 -2%
GT
114
Glenmede Trust
Pennsylvania
$54.4M
Bessemer Group
115
Bessemer Group
New Jersey
$54.3M +$4.66M +107,532 +10%
BCM
116
Becker Capital Management
Oregon
$53.8M -$356K -8,202 -0.7%
SF
117
Summit Financial
New Jersey
$53.2M -$4.72M -108,882 -9%
PFO
118
Pathstone Family Office
New Jersey
$52.6M +$9.64M +222,330 +25%
RZH
119
Relyea Zuckerberg Hanson
Connecticut
$52.6M +$5M +115,398 +12%
HCC
120
Hirtle Callaghan & Co
Pennsylvania
$52.2M -$748K -17,238 -2%
RWB
121
RMR Wealth Builders
New Jersey
$51.9M +$2.71M +62,544 +6%
Betterment LLC
122
Betterment LLC
New York
$51.8M +$1.41M +32,412 +3%
S
123
SignatureFD
Georgia
$51.3M -$833K -19,218 -2%
KAM
124
Kensington Asset Management
Texas
$50.8M -$52.2M -1,204,200 -53%
DWM
125
Destination Wealth Management
California
$49.4M -$1.23M -28,374 -3%

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.