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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
MCM
1526
Mitchell Capital Management
Kansas
$226K +$211K +5,430 New
PCM
1527
Pennsylvania Capital Management
Pennsylvania
$225K +$211K +5,418 New
AP
1528
Adero Partners
California
$225K +$210K +5,412 New
DA
1529
Drake & Associates
Wisconsin
$223K -$21.9K -564 -10%
DP
1530
Denver PWM
Colorado
$223K +$206K +5,286 New
MTIC
1531
Missouri Trust & Investment Company
Missouri
$222K -$49.2K -1,266 -19%
DAC
1532
Dividend Assets Capital
South Carolina
$222K
NRC
1533
New Republic Capital
North Carolina
$222K
AWA
1534
Acorn Wealth Advisors
Michigan
$221K +$207K +5,316 New
NSG
1535
Nalls Sherbakoff Group
Tennessee
$221K +$210K +5,406 New
PGA
1536
Portland Global Advisors
Maine
$220K +$205K +5,280 New
HAC
1537
Harbor Advisory Corp
New Hampshire
$220K +$206K +5,286 New
WA
1538
Wambolt & Associates
Colorado
$220K +$206K +5,286 New
WP
1539
WealthPLAN Partners
Nebraska
$218K -$98.7K -2,538 -33%
CFG
1540
Carr Financial Group
Massachusetts
$218K +$204K +5,238 New
UI
1541
Unconventional Investor
New Hampshire
$217K +$203K +5,220 New
LWA
1542
Lineweaver Wealth Advisors
Ohio
$217K +$203K +5,208 New
CWM
1543
Centric Wealth Management
Illinois
$216K +$202K +5,202 New
Janus Henderson Group
1544
Janus Henderson Group
United Kingdom
$216K -$144K -3,714 -42%
GAM
1545
GEM Asset Management
Michigan
$215K +$201K +5,166 New
OPWM
1546
Oxinas Partners Wealth Management
Indiana
$214K +$200K +5,136 New
CHC
1547
City Holding Co
West Virginia
$213K
FAM
1548
Frontier Asset Management
Wyoming
$213K -$716K -18,408 -78%
EP
1549
Edgestream Partners
New Jersey
$213K +$199K +5,118 New
WQ
1550
Wealth Quarterback
New Jersey
$213K +$199K +5,118 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.