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Vanguard Growth ETF

1,670 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5541,670 (+116)

18.51% less ownership

Funds ownership: 413.84%395.34% (-19%)

Holders
1,670
Holders Change
+116
Holders Change %
+7.46%
% of All Funds
26.84%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
126
McIlrath & Eck
Washington
$34.9M +$1.23M +33,516 +4%
HWA
127
HCR Wealth Advisors
California
$34.7M -$451K -12,270 -1%
BEC
128
Blue Edge Capital
Virginia
$34.4M +$340K +9,252 +1%
CA
129
Cambridge Associates
Massachusetts
$34.2M +$831K +22,602 +2%
RWB
130
RMR Wealth Builders
New Jersey
$33.7M +$1.59M +43,272 +5%
SPIA
131
Steward Partners Investment Advisory
New York
$33.4M +$2.84M +77,112 +9%
RWM
132
Rezny Wealth Management
Florida
$32.4M -$253K -6,870 -0.7%
TFS
133
TrustCore Financial Services
Tennessee
$32M -$983K -26,730 -3%
TWP
134
Total Wealth Planning
Ohio
$31.6M +$1.53M +41,604 +5%
PIFP
135
Partners in Financial Planning
Virginia
$31.5M -$1.6M -43,548 -5%
AF
136
Allworth Financial
California
$30.9M -$994K -27,024 -3%
NA
137
NewEdge Advisors
Louisiana
$30.9M +$12.5M +340,464 +29%
TWM
138
TMD Wealth Management
Arizona
$30.4M -$1.39M -37,860 -4%
PA
139
Procyon Advisors
Connecticut
$30.3M +$1.75M +47,478 +6%
TPW
140
TL Private Wealth
Texas
$30M +$4.03M +109,602 +15%
GC
141
Grimes & Company
Massachusetts
$30M -$500K -13,596 -2%
W
142
WealthOne
New York
$29.6M -$413K -11,220 -1%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$29.4M -$5.6M -152,142 -16%
TNBTD
144
Trustmark National Bank Trust Department
Mississippi
$28.8M +$5.09M +138,390 +21%
AFAS
145
Acorn Financial Advisory Services
Virginia
$28.4M +$1.97M +53,490 +7%
PC
146
Permanens Capital
New York
$28.4M -$9.42M -256,008 -24%
SAI
147
Systematic Alpha Investments
New Jersey
$27.8M
Bessemer Group
148
Bessemer Group
New Jersey
$27.7M -$12.9M -352,020 -31%
NFG
149
Nadler Financial Group
Illinois
$27.7M +$4.63M +125,742 +19%
SFWA
150
Summit Financial Wealth Advisors
Louisiana
$27.4M -$531K -14,430 -2%

VUG Hedge Fund Activity: Q4 2022 in Review

1,670 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,670 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,554 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.