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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
OA
1476
Oxbow Advisors
Texas
$308K -$35.1K -810 -11%
WTFG
1477
Wells Trecaso Financial Group
Ohio
$308K
SIC
1478
Shoker Investment Counsel
Ohio
$307K
FNT
1479
First Nebraska Trust
Nebraska
$307K
FWM
1480
FFT Wealth Management
Pennsylvania
$306K +$282K +6,498 New
RC
1481
Roundview Capital
New Jersey
$306K -$10.4K -240 -4%
WCP
1482
Wick Capital Partners
Pennsylvania
$306K +$260 +6 +0.1%
HFA
1483
High Falls Advisors
New York
$306K +$4.16K +96 +2%
VW
1484
Vance Wealth
California
$305K +$280K +6,462 New
BlackRock
1485
BlackRock
New York
$304K -$12K -276 -4%
FWA
1486
FSM Wealth Advisors
Ohio
$303K +$3.38K +78 +1%
ACG
1487
Allen Capital Group
Nebraska
$301K -$7.81K -180 -3%
ZIG
1488
Zullo Investment Group
Pennsylvania
$300K +$6.5K +150 +2%
WCM
1489
WealthBridge Capital Management
Ohio
$299K +$10.9K +252 +4%
DP
1490
DDD Partners
Washington
$299K +$275K +6,342 New
NFSG
1491
Newbridge Financial Services Group
Florida
$299K +$59.6K +1,374 +28%
GSEP
1492
Golden State Equity Partners
California
$298K -$14.8K -342 -5%
RRWA
1493
Rainey & Randall Wealth Advisors
Florida
$297K
WA
1494
WealthTrust Axiom
Pennsylvania
$297K
WAM
1495
Walker Asset Management
Missouri
$297K
WOC
1496
West Oak Capital
California
$297K
LC
1497
Landaas & Company
Wisconsin
$296K
DAC
1498
Dividend Assets Capital
South Carolina
$295K
WW
1499
Westshore Wealth
California
$294K -$308K -7,092 -53%
PHS
1500
Pekin Hardy Strauss
Illinois
$293K +$269K +6,210 New

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.