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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
SWM
1226
SFG Wealth Management
Maryland
$592K +$52K +1,200 +11%
WFPG
1227
Waller Financial Planning Group
Ohio
$592K -$52.6K -1,212 -9%
BWAM
1228
Boyd Watterson Asset Management
Ohio
$591K
FNT
1229
First National Trust
Pennsylvania
$590K
ANTB
1230
AMG National Trust Bank
Colorado
$589K +$260 +6 +0%
TF
1231
TimeScale Financial
Massachusetts
$589K +$781 +18 +0.1%
XF
1232
XML Financial
Maryland
$587K -$58.5K -1,350 -10%
WDG
1233
Wealth Dimensions Group
Ohio
$586K
OWA
1234
One Wealth Advisors
California
$582K
FCB
1235
First Command Bank
Texas
$581K -$124K -2,850 -19%
FCFS
1236
First Command Financial Services
Texas
$581K -$124K -2,850 -19%
RMDI
1237
R.M. Davis Inc
Maine
$580K +$148K +3,408 +38%
BAM
1238
Berkshire Asset Management
Pennsylvania
$578K
CT
1239
Cambridge Trust
Massachusetts
$576K +$189K +4,368 +56%
WCM
1240
Windsor Capital Management
Arizona
$576K -$781 -18 -0.1%
LSA
1241
L & S Advisors
California
$575K -$162K -3,744 -24%
PWA
1242
Phoenix Wealth Advisors
North Carolina
$572K
MAS
1243
Meeder Advisory Services
Ohio
$572K +$93.9K +2,166 +22%
FFWA
1244
FRG Family Wealth Advisors
Washington
$568K
PSF
1245
Pacific Sun Financial
California
$565K +$590K +13,596 New
NIC
1246
Northwest Investment Counselors
Oregon
$564K +$781 +18 +0.2%
SBIA
1247
Sheaff Brock Investment Advisors
Indiana
$562K +$15.9K +366 +3%
FB
1248
First Bancorp
Maine
$557K -$20.3K -468 -4%
AWM
1249
Accel Wealth Management
Iowa
$552K -$15.4K -354 -3%
BCG
1250
Breakwater Capital Group
New Jersey
$552K +$17.2K +396 +4%

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.