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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
LAM
1501
LifePro Asset Management
California
$242K +$9.57K +246 +4%
CW
1502
CIC Wealth
Maryland
$242K -$26.4K -678 -10%
BFP
1503
Beacon Financial Planning
Massachusetts
$241K +$226K +5,802 New
SAM
1504
Strategy Asset Managers
California
$239K
LAIC
1505
Lederer & Associates Investment Counsel
California
$239K
GA
1506
Greenspring Advisors
Maryland
$239K
CWS
1507
Confluence Wealth Services
Pennsylvania
$237K
LWP
1508
Laurel Wealth Planning
Minnesota
$236K
WAM
1509
Worth Asset Management
Texas
$235K +$220K +5,658 New
MI
1510
Moneywise Inc
Virginia
$235K +$467 +12 +0.2%
BAMG
1511
Brand Asset Management Group
Missouri
$234K -$82.8K -2,130 -27%
AWS
1512
Aspen Wealth Strategies
Colorado
$234K -$2.8K -72 -1%
CB
1513
Community Bank
New York
$233K
Charles Schwab
1514
Charles Schwab
California
$233K -$192K -4,938 -47%
LNB
1515
Ledyard National Bank
$232K +$217K +5,580 New
SXL
1516
Summit X LLC
Missouri
$232K +$217K +5,574 New
AP
1517
Appleton Partners
Massachusetts
$231K -$51.3K -1,320 -19%
BOS
1518
Bank of Stockton
California
$231K +$216K +5,550 New
AFG
1519
Albion Financial Group
Utah
$230K -$192K -4,926 -47%
DE
1520
Day & Ennis
Georgia
$230K +$215K +5,532 New
HF
1521
Halpern Financial
Virginia
$229K +$43.2K +1,110 +25%
FFP
1522
Forbes Financial Planning
Rhode Island
$228K +$213K +5,484 New
JFG
1523
JDM Financial Group
Texas
$227K
WFS
1524
Weitzel Financial Services
Iowa
$227K +$213K +5,466 New
DFC
1525
DBK Financial Counsel
Ohio
$227K +$212K +5,448 New

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.