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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
CHJWM
1401
Carlton Hofferkamp & Jenks Wealth Management
Texas
$376K +$129K +2,970 +59%
MIC
1402
Means Investment Company
Maine
$375K +$520 +12 +0.2%
SCM
1403
Schnieders Capital Management
California
$375K
FCA
1404
Fortis Capital Advisors
Kansas
$374K -$26K -600 -7%
KMWM
1405
Keudell/Morrison Wealth Management
Oregon
$373K +$9.11K +210 +3%
GI
1406
Gradient Investments
Minnesota
$373K +$14.3K +330 +4%
EWM
1407
Endowment Wealth Management
Wisconsin
$373K -$11.7K -270 -3%
OCM
1408
Orleans Capital Management
Louisiana
$371K
RWA
1409
Redhawk Wealth Advisors
Minnesota
$370K +$341K +7,854 New
FP
1410
Financial Perspectives
Minnesota
$370K
PWM
1411
Prosperity Wealth Management
California
$370K +$340K +7,848 New
WI
1412
Wintrust Investments
Illinois
$370K
WWC
1413
Waypoint Wealth Counsel
Georgia
$370K +$260 +6 +0.1%
DFA
1414
DHJJ Financial Advisors
Illinois
$370K -$22.1K -510 -6%
TTWM
1415
TCV Trust & Wealth Management
Virginia
$369K
PI
1416
Pachira Investments
California
$367K +$20K +462 +6%
CIA
1417
Cladis Investment Advisory
Montana
$366K
I
1418
INVST
Indiana
$366K +$75.7K +1,746 +29%
MWA
1419
Motive Wealth Advisors
Michigan
$365K -$13.8K -318 -4%
VFP
1420
Verus Financial Partners
Virginia
$364K
WJWM
1421
Williams Jones Wealth Management
New York
$361K -$14.6K -336 -4%
FCH
1422
Freestone Capital Holdings
Washington
$361K
MAC
1423
Mason & Associates (California)
California
$361K
KCM
1424
Kanawha Capital Management
Virginia
$360K
FMII
1425
Farmers & Merchants Investments Inc
Nebraska
$359K

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.