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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
WWC
1376
Waypoint Wealth Counsel
Georgia
$326K +$233 +6 +0.1%
TTWM
1377
TCV Trust & Wealth Management
Virginia
$326K +$305K +7,830 New
BWA
1378
Beam Wealth Advisors
Louisiana
$325K -$5.6K -144 -2%
CIA
1379
Cladis Investment Advisory
Montana
$323K
JWBC
1380
J.W. Burns & Co
New York
$323K
KMWM
1381
Keudell/Morrison Wealth Management
Oregon
$320K
FCH
1382
Freestone Capital Holdings
Washington
$318K -$4.67K -120 -2%
MAC
1383
Mason & Associates (California)
California
$318K +$3.27K +84 +1%
OWA
1384
Outlook Wealth Advisors
Texas
$318K
KCM
1385
Kanawha Capital Management
Virginia
$317K -$44.8K -1,152 -13%
FMII
1386
Farmers & Merchants Investments Inc
Nebraska
$316K +$9.33K +240 +3%
SIAP
1387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K +$9.8K +252 +3%
GI
1388
Gradient Investments
Minnesota
$315K +$44.8K +1,152 +18%
HW
1389
Hamilton Wealth
California
$314K +$12.1K +312 +4%
AIM
1390
Allen Investment Management
New York
$312K -$8.11M -208,470 -97%
FIM
1391
FWL Investment Management
Texas
$312K
VFP
1392
Verus Financial Partners
Virginia
$310K +$467 +12 +0.2%
EBT
1393
Enterprise Bank & Trust
Massachusetts
$310K -$31K -798 -10%
IW
1394
Imprint Wealth
South Carolina
$309K +$289K +7,434 New
AWM
1395
Abound Wealth Management
Tennessee
$309K -$9.57K -246 -3%
PCWA
1396
Pacific Capital Wealth Advisors
California
$308K -$38.5K -990 -12%
MWM
1397
MBE Wealth Management
Wisconsin
$307K -$18.4K -474 -6%
CAMG
1398
CWA Asset Management Group
Florida
$307K -$27.3K -702 -9%
MM
1399
Meridian Management
Arkansas
$307K +$287K +7,374 New
OA
1400
Oxbow Advisors
Texas
$305K

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.