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Vanguard Growth ETF

1,669 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: 1,5531,669 (+116)

18.51% less ownership

Funds ownership: 413.84%395.33% (-19%)

Holders
1,669
Holders Change
+116
Holders Change %
+7.47%
% of All Funds
26.83%
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
DIA
1501
Dana Investment Advisors
Wisconsin
$204K -$68.2K -1,854 -24%
GA
1502
Greenspring Advisors
Maryland
$204K
AWS
1503
Aspen Wealth Strategies
Colorado
$202K +$210K +5,700 New
FG
1504
Foster Group
Iowa
$202K +$210K +5,700 New
CWS
1505
Confluence Wealth Services
Pennsylvania
$202K +$1.54K +42 +0.7%
LWP
1506
Laurel Wealth Planning
Minnesota
$202K
MI
1507
Moneywise Inc
Virginia
$200K +$441 +12 +0.2%
CB
1508
Community Bank
New York
$199K
DJSG
1509
D.J. St. Germain
Massachusetts
$199K +$1.89M +51,342 +299%
JFG
1510
JDM Financial Group
Texas
$194K +$201K +5,466 New
NRC
1511
New Republic Capital
North Carolina
$189K +$196K +5,334 New
CDIA
1512
Capital Directions Investment Advisors
Georgia
$186K +$193K +5,238 New
CYG
1513
Clean Yield Group
Vermont
$185K +$14.6K +396 +8%
CA
1514
Clearstead Advisors
Ohio
$185K -$1.77K -48 -0.9%
AAG
1515
Armstrong Advisory Group
Massachusetts
$185K +$191K +5,196 New
CHC
1516
City Holding Co
West Virginia
$182K
TC
1517
Truvestments Capital
Florida
$181K +$441 +12 +0.2%
SC
1518
Solstein Capital
California
$181K
VDBMI
1519
Van Den Berg Management I
Texas
$177K +$183K +4,980 New
SWM
1520
Sugarloaf Wealth Management
Georgia
$176K -$1.32K -36 -0.7%
FFL
1521
Financial Freedom LLC
Ohio
$175K +$181K +4,920 New
HBW
1522
Hazlett, Burt & Watson
West Virginia
$172K +$33.3K +906 +23%
NFSG
1523
Newbridge Financial Services Group
Florida
$165K +$42.2K +1,146 +33%
OFG
1524
Oxford Financial Group
Indiana
$165K
QCG
1525
Quadrant Capital Group
Ohio
$163K

VUG Hedge Fund Activity: Q4 2022 in Review

1,669 of the 6,221 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.

  • 1,669 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,553 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.