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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
AMCA
1351
Arthur M. Cohen & Associates
Illinois
$423K +$25K +576 +7%
CC
1352
Cannell & Co
New York
$423K
RS
1353
Retirement Solution
Washington
$423K +$389K +8,964 New
PG
1354
Proffitt & Goodson
Tennessee
$421K -$13.5K -312 -3%
TWM
1355
Tanager Wealth Management
United Kingdom
$420K +$386K +8,904 New
TCM
1356
Triumph Capital Management
Colorado
$417K -$10.4K -240 -3%
RFN
1357
RDA Financial Network
Iowa
$417K
WPW
1358
Watershed Private Wealth
Illinois
$414K +$380K +8,772 New
MP
1359
McDonald Partners
Ohio
$412K
PP
1360
PDS Planning
Ohio
$412K +$520 +12 +0.1%
CAMG
1361
CWA Asset Management Group
Florida
$411K +$58.3K +1,344 +18%
DA
1362
Dover Advisors
Virginia
$409K +$376K +8,670 New
RWA
1363
Rainsberger Wealth Advisors
Colorado
$407K +$520 +12 +0.1%
Chevy Chase Trust
1364
Chevy Chase Trust
Maryland
$405K
NWM
1365
Northwest Wealth Management
Iowa
$405K -$181K -4,182 -33%
QCIG
1366
Quad-Cities Investment Group
Iowa
$405K -$14.1K -324 -4%
FA
1367
Flagstar Advisors
New York
$405K -$112K -2,592 -23%
MCC
1368
Money Concepts Capital
Florida
$404K +$372K +8,568 New
CG
1369
CFO4Life Group
Texas
$404K +$3.64K +84 +1%
CWM
1370
Collaborative Wealth Management
Florida
$404K -$30.7K -708 -8%
CWM
1371
Chemistry Wealth Management
New York
$403K +$520 +12 +0.1%
PP
1372
Pacifica Partners
Canada
$401K -$260 -6 -0.1%
JWCA
1373
J.W. Coons Advisors
Ohio
$398K
CWM
1374
Curi Wealth Management
North Carolina
$398K -$12K -276 -3%
VCM
1375
Viewpoint Capital Management
Washington
$397K -$303K -6,990 -45%

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.