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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
FSC
1326
Full Sail Capital
Oklahoma
$448K -$49.4K -1,140 -11%
GWS
1327
Glassman Wealth Services
Virginia
$448K +$3.9K +90 +1%
BMC
1328
Benin Management Corp
Connecticut
$448K +$520 +12 +0.1%
Winslow Capital Management
1329
Winslow Capital Management
Minnesota
$447K -$337K -7,770 -45%
BCP
1330
Berkeley Capital Partners
Georgia
$446K -$12.8K -294 -3%
TC
1331
Telemus Capital
Michigan
$442K
FFA
1332
Fi3 Financial Advisors
Indiana
$441K -$384K -8,844 -49%
NCM
1333
Next Capital Management
New York
$440K
CD
1334
Chapin Davis
Maryland
$439K
VWM
1335
Valley Wealth Managers
New Jersey
$438K
BAAM
1336
Baker Avenue Asset Management
California
$438K
FF
1337
Financial Futures
New Jersey
$437K -$39.3K -906 -9%
EA
1338
Ellsworth Advisors
Ohio
$435K -$8.85K -204 -2%
BWM
1339
BerganKDV Wealth Management
Minnesota
$435K -$27.1K -624 -6%
RP
1340
Rowlandmiller & Partners
Georgia
$434K
CCMG
1341
Clark Capital Management Group
Pennsylvania
$434K -$15.9K -366 -4%
AAS
1342
Asset Allocation Strategies
Michigan
$434K +$399K +9,198 New
RB
1343
Rodgers Brothers
Pennsylvania
$433K +$26K +600 +7%
SG
1344
Sharper & Granite
California
$430K +$395K +9,120 New
BFA
1345
Beacon Financial Advisory
Ohio
$430K +$25.8K +594 +7%
BPWM
1346
Badgley Phelps Wealth Managers
Washington
$430K
BCP
1347
Blue Chip Partners
Michigan
$430K +$520 +12 +0.1%
TH
1348
Team Hewins
California
$427K
FBFS
1349
First Business Financial Services
Wisconsin
$425K
CFS
1350
CGC Financial Services
Oregon
$424K +$390K +8,982 New

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.