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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
SIAP
1426
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$359K
MLFP
1427
MPS Loria Financial Planners
Illinois
$358K -$43.5K -1,002 -12%
GWANC
1428
Guardian Wealth Advisors (North Carolina)
North Carolina
$357K -$16.7K -384 -5%
FMN
1429
Financial Management Network
California
$356K +$56.5K +1,302 +21%
AIM
1430
Allen Investment Management
New York
$354K
FFA
1431
Fragasso Financial Advisors
Pennsylvania
$352K +$41.9K +966 +15%
GAG
1432
GM Advisory Group
New York
$350K +$45.8K +1,056 +17%
EA
1433
Eudaimonia Advisors
Tennessee
$349K +$11.7K +270 +4%
HW
1434
Hamilton Wealth
California
$348K -$7.03K -162 -2%
FIM
1435
FWL Investment Management
Texas
$347K -$6.5K -150 -2%
MYIA
1436
Mount Yale Investment Advisors
Colorado
$345K +$28.4K +654 +10%
JDR
1437
Jay D. Rosenbaum
$344K +$316K +7,284 New
BWL
1438
Bogart Wealth LLC
Virginia
$342K -$85.9K -1,980 -21%
ODG
1439
O'Dell Group
Ohio
$342K
MWM
1440
MBE Wealth Management
Wisconsin
$341K -$6.5K -150 -2%
BTIM
1441
BancFirst Trust & Investment Management
Oklahoma
$339K
WOSD
1442
WFA of San Diego
California
$338K -$50K -1,152 -14%
SF
1443
Slagle Financial
Illinois
$338K +$310K +7,158 New
PWA
1444
Pillar Wealth Advisors
Pennsylvania
$333K
GSC
1445
G&S Capital
Colorado
$332K +$305K +7,038 New
GGS
1446
Galvin Gaustad & Stein
Arizona
$332K
GWM
1447
GSB Wealth Management
Connecticut
$332K +$260 +6 +0.1%
PCTC
1448
Perkins Coie Trust Company
Washington
$331K +$40.9K +942 +15%
RDWM
1449
Red Door Wealth Management
Tennessee
$329K -$113K -2,616 -27%
IHWM
1450
Iron Horse Wealth Management
Iowa
$329K

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.