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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
PCM
1351
Pointe Capital Management
Michigan
$341K
FB
1352
Fulton Bank
Pennsylvania
$340K
OPA
1353
Old Port Advisors
Maine
$340K -$92.2K -2,370 -22%
CWM
1354
CCG Wealth Management
California
$340K +$318K +8,178 New
EWM
1355
Endowment Wealth Management
Wisconsin
$340K +$4.2K +108 +1%
LSA
1356
Lansing Street Advisors
Pennsylvania
$339K +$317K +8,154 New
WDL
1357
Well Done LLC
Michigan
$339K -$16.8K -432 -5%
AIM
1358
Anchor Investment Management
South Carolina
$338K -$68.8K -1,770 -18%
HHGA
1359
Halbert Hargrove Global Advisors
California
$338K -$44.6K -1,146 -12%
MWA
1360
Motive Wealth Advisors
Michigan
$335K -$156K -4,002 -33%
VFIC
1361
Valley Forge Investment Consultants
Pennsylvania
$335K +$233 +6 +0.1%
SCA
1362
St. Clair Advisors
Ohio
$334K
AIMC
1363
Alley Investment Management Company
Illinois
$334K +$3.5K +90 +1%
WJWM
1364
Williams Jones Wealth Management
New York
$332K +$311K +7,998 New
GWANC
1365
Guardian Wealth Advisors (North Carolina)
North Carolina
$331K +$2.33K +60 +0.8%
MIC
1366
Means Investment Company
Maine
$331K +$467 +12 +0.2%
SCM
1367
Schnieders Capital Management
California
$330K
LA
1368
Latitude Advisors
Florida
$330K +$40.8K +1,050 +15%
WWM
1369
Windsor Wealth Management
Indiana
$329K -$97.3K -2,502 -24%
DFA
1370
DHJJ Financial Advisors
Illinois
$328K +$60.7K +1,560 +23%
ONB
1371
Old National Bancorp
Indiana
$328K
WI
1372
Wintrust Investments
Illinois
$327K -$87.5K -2,250 -22%
OCM
1373
Orleans Capital Management
Louisiana
$327K
FP
1374
Financial Perspectives
Minnesota
$326K +$233 +6 +0.1%
CT
1375
Cambridge Trust
Massachusetts
$326K

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.