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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
JC
126
Jentner Corp
Ohio
$40.5M -$837K -21,522 -2%
TWP
127
Total Wealth Planning
Ohio
$40.4M +$3.14M +80,808 +9%
BEC
128
Blue Edge Capital
Virginia
$40.3M +$13.3K +342 +0%
HWA
129
HCR Wealth Advisors
California
$40.1M -$489K -12,582 -1%
CA
130
Cambridge Associates
Massachusetts
$40M
SPIA
131
Steward Partners Investment Advisory
New York
$40M +$855K +21,990 +2%
TWM
132
TMD Wealth Management
Arizona
$39.3M +$3.46M +88,938 +10%
Cerity Partners
133
Cerity Partners
New York
$38.2M +$95.9K +2,466 +0.4%
KI
134
Kapitalo Investimentos
Brazil
$37.9M +$35.5M +912,000 New
PC
135
Permanens Capital
New York
$37.8M +$4.33M +111,246 +14%
PIFP
136
Partners in Financial Planning
Virginia
$37.7M +$541K +13,902 +2%
PFO
137
Pathstone Family Office
New Jersey
$37.1M -$39.9M -1,024,824 -53%
AF
138
Allworth Financial
California
$37M +$799K +20,532 +2%
NFG
139
Nadler Financial Group
Illinois
$35.6M +$3.04M +78,288 +10%
SF
140
Safeguard Financial
Wisconsin
$35.6M +$6.19M +159,276 +23%
W
141
WealthOne
New York
$35.3M +$590K +15,168 +2%
TPW
142
TL Private Wealth
Texas
$35M +$356K +9,144 +1%
GC
143
Grimes & Company
Massachusetts
$34.6M -$438K -11,262 -1%
VIA
144
Vantagepoint Investment Advisers
District of Columbia
$33.9M -$19M -487,320 -37%
AFAS
145
Acorn Financial Advisory Services
Virginia
$33.5M +$172K +4,410 +0.6%
VVP
146
Venture Visionary Partners
Ohio
$33.3M +$2.04M +52,512 +7%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$32.8M -$1.3M -33,456 -4%
SAI
148
Systematic Alpha Investments
New Jersey
$32.6M
FWP
149
Falcon Wealth Planning
California
$32.3M +$3.13M +80,370 +12%
PFA
150
Pathway Financial Advisors
Vermont
$32.2M +$862K +22,170 +3%

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.