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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
PCTC
1476
Perkins Coie Trust Company
Washington
$253K +$213K +5,466 +893%
AMM
1477
American Money Management
California
$252K -$13.8K -354 -6%
DBRC
1478
D.B. Root & Company
Pennsylvania
$252K -$81.4K -2,094 -26%
CCFCSB
1479
Cape Cod Five Cents Savings Bank
Massachusetts
$252K
N
1480
Nuveen
North Carolina
$251K +$235K +6,030 New
I
1481
INVST
Indiana
$251K +$234K +6,018 New
MA
1482
Mezzasalma Advisors
New Jersey
$250K +$1.4K +36 +0.6%
PSP
1483
Pacific Sage Partners
Washington
$249K
HFS
1484
Hantz Financial Services
Michigan
$248K +$4.43K +114 +2%
PWM
1485
PBMares Wealth Management
Virginia
$248K +$233 +6 +0.1%
OC
1486
Oakworth Capital
Alabama
$247K
SM
1487
Sensible Money
Arizona
$247K
GWP
1488
Gateway Wealth Partners
Wisconsin
$246K -$3.73K -96 -2%
VHAM
1489
Van Hulzen Asset Management
California
$246K +$230K +5,922 New
FNBT
1490
FineMark National Bank & Trust
Florida
$246K +$230K +5,916 New
JWBC
1491
John W. Brooker & Co
California
$246K -$1.87K -48 -0.8%
CWMGP
1492
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$246K +$233 +6 +0.1%
SGWM
1493
Sterling Group Wealth Management
California
$246K
UCB
1494
United Community Bank
South Carolina
$245K +$4.67K +120 +2%
GW
1495
GW & Wade
Massachusetts
$245K -$12.8K -330 -5%
WB
1496
West Bancorporation
Iowa
$244K +$228K +5,868 New
GCM
1497
Gables Capital Management
Florida
$244K
B
1498
Bailard
California
$243K
Bank Julius Baer & Co
1499
Bank Julius Baer & Co
Switzerland
$243K
FT
1500
Fiduciary Trust
Massachusetts
$242K -$13.5K -348 -6%

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.