We are live on ! Find out more
VUG icon

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
LFA
1426
Legacy Financial Advisors
Kentucky
$280K -$81.9K -2,106 -24%
BlackRock
1427
BlackRock
New York
$279K -$5.88M -151,068 -96%
RC
1428
Roundview Capital
New Jersey
$279K +$3.27K +84 +1%
TWM
1429
TriaGen Wealth Management
California
$278K
MPW
1430
Monterey Private Wealth
California
$278K -$9.1K -234 -3%
CWA
1431
Clarity Wealth Advisors
California
$277K -$12.8K -330 -5%
GSEP
1432
Golden State Equity Partners
California
$277K +$259K +6,666 New
MYIA
1433
Mount Yale Investment Advisors
Colorado
$277K -$54.1K -1,392 -17%
GWAG
1434
Garrett Wealth Advisory Group
Texas
$277K +$467 +12 +0.2%
LPT
1435
Legacy Private Trust
Wisconsin
$275K +$258K +6,624 New
FCM
1436
Firestone Capital Management
Florida
$275K +$467 +12 +0.2%
RCM
1437
RNC Capital Management
California
$275K
APW
1438
Austin Private Wealth
Texas
$275K -$5.83K -150 -2%
WCF
1439
West Coast Financial
California
$274K
IWS
1440
Insight Wealth Strategies
California
$273K
ACG
1441
Allen Capital Group
Nebraska
$272K +$255K +6,552 New
WTFG
1442
Wells Trecaso Financial Group
Ohio
$271K +$3.5K +90 +1%
WIM
1443
Westside Investment Management
California
$271K -$986K -25,356 -80%
RIA
1444
Realta Investment Advisors
Delaware
$271K -$2.96M -76,146 -92%
SIC
1445
Shoker Investment Counsel
Ohio
$271K -$19.6K -504 -7%
SW
1446
Simplicity Wealth
New Jersey
$270K +$253K +6,504 New
FNT
1447
First Nebraska Trust
Nebraska
$270K
FFA
1448
Fragasso Financial Advisors
Pennsylvania
$270K +$467 +12 +0.2%
WCP
1449
Wick Capital Partners
Pennsylvania
$269K +$252K +6,474 New
KP
1450
Keel Point
Alabama
$268K +$251K +6,444 New

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.