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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
AMBIA
1251
Allen Mooney & Barnes Investment Advisors
Georgia
$443K -$9.33K -240 -2%
FSC
1252
Full Sail Capital
Oklahoma
$443K
SWIG
1253
Strategic Wealth Investment Group
Kentucky
$440K +$411K +10,578 New
SFS
1254
Strategic Financial Services
New York
$440K
CFP
1255
Cypress Financial Planning
New Jersey
$439K -$8.63K -222 -2%
RF
1256
RHS Financial
California
$439K +$1.87K +48 +0.5%
BAM
1257
BOS Asset Management
Illinois
$439K
CW
1258
Connectus Wealth
Ohio
$435K +$46.2K +1,188 +13%
SFA
1259
Seneca Financial Advisors
New York
$433K +$405K +10,404 New
LFA
1260
Legend Financial Advisors
Pennsylvania
$429K -$26.6K -684 -6%
FG
1261
Fiduciary Group
Georgia
$428K
TFA
1262
Trinity Financial Advisors
Ohio
$428K -$93.3K -2,400 -19%
MWAM
1263
Manhattan West Asset Management
California
$427K +$58.3K +1,500 +17%
TWA
1264
TCI Wealth Advisors
Arizona
$425K
CIAS
1265
Capital Investment Advisory Services
North Carolina
$425K +$16.8K +432 +4%
KWMG
1266
King Wealth Management Group
Florida
$425K -$11.7K -300 -3%
HWA
1267
Hilltop Wealth Advisors
North Carolina
$424K -$3.27K -84 -0.8%
FF
1268
Financial Futures
New Jersey
$423K -$15.2K -390 -4%
TAM
1269
Townsend Asset Management
North Carolina
$423K -$59.3K -1,524 -13%
PFM
1270
Parsec Financial Management
North Carolina
$421K
CCM
1271
Carlson Capital Management
Minnesota
$421K -$233 -6 -0.1%
BFIM
1272
Beese Fulmer Investment Management
Ohio
$419K -$47.4K -1,218 -11%
MAS
1273
Meeder Advisory Services
Ohio
$414K -$54.4K -1,398 -12%
EFMC
1274
Empire Financial Management Company
New York
$413K +$387K +9,942 New
CAM
1275
Congress Asset Management
Massachusetts
$412K -$574K -14,766 -60%

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.