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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
FWM
1251
Fairhaven Wealth Management
Illinois
$548K +$504K +11,628 New
PCG
1252
Prosperity Consulting Group
Maryland
$543K -$4.16K -96 -0.8%
BAM
1253
BOS Asset Management
Illinois
$541K +$39.8K +918 +9%
ONB
1254
Old National Bancorp
Indiana
$539K +$154K +3,540 +45%
BFEC
1255
Benjamin F. Edwards & Company
Missouri
$539K +$90.5K +2,088 +22%
SSC
1256
Syverson Strege & Co
Iowa
$539K -$63.7K -1,470 -11%
DWM
1257
Denver Wealth Management
Colorado
$538K +$520 +12 +0.1%
TCM
1258
Towercrest Capital Management
Pennsylvania
$537K +$13K +300 +3%
SFP
1259
Sterling Financial Planning
New Jersey
$537K +$16.9K +390 +4%
WEG
1260
World Equity Group
Illinois
$533K -$91.3M -2,105,934 -99%
BFS
1261
Beacon Financial Strategies
North Carolina
$533K
MA
1262
MKT Advisors
California
$531K +$92.6K +2,136 +24%
MWM
1263
Maltin Wealth Management
New Jersey
$530K -$3.64K -84 -0.7%
EGWAG
1264
Elwood & Goetz Wealth Advisory Group
Georgia
$529K
TCM
1265
Traynor Capital Management
Pennsylvania
$525K +$9.89K +228 +2%
AWMG
1266
Alliance Wealth Management Group
New Jersey
$523K
PFA
1267
Pure Financial Advisors
California
$521K -$9.11K -210 -2%
GAB
1268
German American Bancorp
Indiana
$520K +$49.4K +1,140 +12%
LWM
1269
LJI Wealth Management
Indiana
$520K +$478K +11,028 New
AFO
1270
Arrowroot Family Office
California
$516K -$6.5K -150 -1%
SRWM
1271
Shira Ridge Wealth Management
California
$514K -$1.04K -24 -0.2%
RWM
1272
RKL Wealth Management
Pennsylvania
$512K
TC
1273
Toews Corporation
New Jersey
$511K -$5.2K -120 -1%
MIAS
1274
Mason Investment Advisory Services
Virginia
$511K +$3.38K +78 +0.7%
BA
1275
Ballast Advisors
Minnesota
$510K

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.