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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
BFP
1501
Beacon Financial Planning
Massachusetts
$293K +$17.4K +402 +7%
MF
1502
Meridian Financial
Massachusetts
$291K
SCP
1503
Shorepoint Capital Partners
Massachusetts
$291K +$2.08K +48 +0.8%
LAM
1504
LifePro Asset Management
California
$291K -$27.8K -642 -9%
GFL
1505
Granite FO LLC
New Hampshire
$291K
RWA
1506
River Wealth Advisors
Pennsylvania
$290K
TW
1507
TrinityPoint Wealth
Connecticut
$288K
EBT
1508
Enterprise Bank & Trust
Massachusetts
$286K -$60.1K -1,386 -19%
AA
1509
Apriem Advisors
California
$286K +$263K +6,066 New
CCFCSB
1510
Cape Cod Five Cents Savings Bank
Massachusetts
$286K
MA
1511
Mezzasalma Advisors
New Jersey
$286K +$1.82K +42 +0.7%
EB
1512
Exchange Bank
California
$285K +$262K +6,036 New
JJBC
1513
James J. Burns & Company
New York
$284K -$48.9K -1,128 -16%
PWM
1514
PBMares Wealth Management
Virginia
$284K +$2.6K +60 +1%
RK
1515
Rather & Kittrell
Tennessee
$284K -$5.46K -126 -2%
JC
1516
JB Capital
Connecticut
$283K +$43.7K +1,008 +20%
CPP
1517
Capasso Planning Partners
South Carolina
$283K -$14.6K -336 -5%
WSWA
1518
Warren Street Wealth Advisors
California
$283K -$9.89K -228 -4%
CWA
1519
CM Wealth Advisors
Ohio
$283K +$252K +5,820 New
MPW
1520
Monterey Private Wealth
California
$283K -$29.9K -690 -10%
MWA
1521
MFA Wealth Advisors
Pennsylvania
$283K +$260K +5,994 New
PSP
1522
Pacific Sage Partners
Washington
$282K
JWBC
1523
John W. Brooker & Co
California
$282K +$2.86K +66 +1%
DBRC
1524
D.B. Root & Company
Pennsylvania
$281K -$4.94K -114 -2%
SM
1525
Sensible Money
Arizona
$280K

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.