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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
NCM
1301
Next Capital Management
New York
$388K
CD
1302
Chapin Davis
Maryland
$387K +$57.4K +1,476 +19%
VWM
1303
Valley Wealth Managers
New Jersey
$386K -$7.7K -198 -2%
BAAM
1304
Baker Avenue Asset Management
California
$386K
CWM
1305
Collaborative Wealth Management
Florida
$385K
PO
1306
Private Ocean
California
$385K
PG
1307
Proffitt & Goodson
Tennessee
$384K -$42.5K -1,092 -11%
BWL
1308
Bogart Wealth LLC
Virginia
$384K -$1.37M -35,286 -79%
RP
1309
Rowlandmiller & Partners
Georgia
$382K
FFG
1310
Frisch Financial Group
New York
$380K +$99.6K +2,562 +39%
HIC
1311
Holderness Investments Company
North Carolina
$379K +$8.17K +210 +2%
BPWM
1312
Badgley Phelps Wealth Managers
Washington
$379K -$9.8K -252 -3%
BCP
1313
Blue Chip Partners
Michigan
$378K +$4.9K +126 +1%
TCM
1314
Triumph Capital Management
Colorado
$378K -$122K -3,144 -26%
HFS
1315
Horizon Financial Services
North Carolina
$377K -$31.5K -810 -8%
TH
1316
Team Hewins
California
$377K -$70K -1,800 -17%
FBFS
1317
First Business Financial Services
Wisconsin
$375K
CC
1318
Cannell & Co
New York
$373K +$349K +8,964 New
QCIG
1319
Quad-Cities Investment Group
Iowa
$370K
RMDI
1320
R.M. Davis Inc
Maine
$369K -$218K -5,604 -39%
RFN
1321
RDA Financial Network
Iowa
$367K
MP
1322
McDonald Partners
Ohio
$363K
PP
1323
PDS Planning
Ohio
$363K +$467 +12 +0.1%
CWM
1324
Curi Wealth Management
North Carolina
$362K +$10.7K +276 +3%
MA
1325
MKT Advisors
California
$360K +$122K +3,132 +55%

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.