We are live on ! Find out more
VUG icon

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
SFG
126
Sage Financial Group
Pennsylvania
$49.2M -$294K -6,780 -0.6%
William Blair & Company
127
William Blair & Company
Illinois
$48.8M -$98.9K -2,280 -0.2%
DBT
128
Dubuque Bank & Trust
Iowa
$48.5M -$2.62M -60,372 -6%
Citigroup
129
Citigroup
New York
$48.3M -$19.4M -447,774 -30%
SPIA
130
Steward Partners Investment Advisory
New York
$47.9M +$2.37M +54,654 +6%
SF
131
Safeguard Financial
Wisconsin
$47.1M +$6.24M +143,796 +17%
ME
132
McIlrath & Eck
Washington
$46.6M -$721K -16,626 -2%
PC
133
Permanens Capital
New York
$46.4M +$3.19M +73,512 +8%
AF
134
Allworth Financial
California
$45.8M +$3.5M +80,694 +9%
BEC
135
Blue Edge Capital
Virginia
$45.6M -$74.2K -1,710 -0.2%
CA
136
Cambridge Associates
Massachusetts
$45.4M
TWM
137
TMD Wealth Management
Arizona
$45.3M +$657K +15,144 +2%
SFA
138
Sequoia Financial Advisors
Ohio
$45.3M +$40.1M +925,596 +2,651%
HWA
139
HCR Wealth Advisors
California
$45.2M -$169K -3,888 -0.4%
JC
140
Jentner Corp
Ohio
$45.1M -$824K -18,990 -2%
NFG
141
Nadler Financial Group
Illinois
$44.8M +$4.01M +92,520 +11%
PPW
142
Pasadena Private Wealth
California
$43.9M -$2.46M -56,742 -6%
TWP
143
Total Wealth Planning
Ohio
$43M -$2.59M -59,832 -6%
PIFP
144
Partners in Financial Planning
Virginia
$42.6M -$136K -3,132 -0.3%
W
145
WealthOne
New York
$41.6M +$1.42M +32,652 +4%
OCM
146
One Capital Management
California
$41M +$30.9M +711,534 +448%
AI
147
Atria Investments
North Carolina
$39.8M -$11.6M -266,712 -24%
Two Sigma Investments
148
Two Sigma Investments
New York
$39.5M +$36.3M +837,000 New
GC
149
Grimes & Company
Massachusetts
$39M -$222K -5,118 -0.6%
TPW
150
TL Private Wealth
Texas
$38.9M -$401K -9,252 -1%

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.