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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
LIA
1376
LifePlan Investment Advisors
North Carolina
$397K +$365K +8,412 New
PWW
1377
Pettyjohn Wood & White
Virginia
$396K
CGA
1378
Crescent Grove Advisors
Illinois
$396K
HIC
1379
Holderness Investments Company
North Carolina
$396K -$31.5K -726 -8%
CWS
1380
Cypress Wealth Services
California
$396K -$10.4K -240 -3%
ZIM
1381
Zacks Investment Management
Illinois
$395K -$11.2K -258 -3%
UWPG
1382
Ullmann Wealth Partners Group
Florida
$395K
HFS
1383
Horizon Financial Services
North Carolina
$392K -$32.8K -756 -8%
CGPCS
1384
Capital Group Private Client Services
California
$391K -$5.46K -126 -1%
EBA
1385
Eagle Bay Advisors
New York
$389K
MAWA
1386
Moss Adams Wealth Advisors
Washington
$389K
PCM
1387
Pointe Capital Management
Michigan
$387K
FB
1388
Fulton Bank
Pennsylvania
$386K
CWM
1389
CCG Wealth Management
California
$386K +$520 +12 +0.1%
NWMG
1390
National Wealth Management Group
Ohio
$385K -$7.29K -168 -2%
CPC
1391
Consolidated Planning Corp
Georgia
$385K +$354K +8,166 New
WDL
1392
Well Done LLC
Michigan
$384K
LA
1393
Latitude Advisors
Florida
$383K +$8.85K +204 +3%
HHGA
1394
Halbert Hargrove Global Advisors
California
$381K -$2.34K -54 -0.7%
VFIC
1395
Valley Forge Investment Consultants
Pennsylvania
$380K
FA
1396
Fiduciary Alliance
South Carolina
$379K +$349K +8,046 New
AIMC
1397
Alley Investment Management Company
Illinois
$379K
SCA
1398
St. Clair Advisors
Ohio
$379K
DWP
1399
Daymark Wealth Partners
Ohio
$379K +$348K +8,034 New
WWM
1400
Windsor Wealth Management
Indiana
$377K

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.