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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
OC
1526
Oakworth Capital
Alabama
$280K
CFO
1527
CVA Family Office
Colorado
$280K -$10.7K -246 -4%
CWMGP
1528
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$279K +$520 +12 +0.2%
VHAM
1529
Van Hulzen Asset Management
California
$279K
SGWM
1530
Sterling Group Wealth Management
California
$279K
GW
1531
GW & Wade
Massachusetts
$278K
ETIA
1532
Epic Trust Investment Advisors
Washington
$277K -$44.5K -1,026 -15%
B
1533
Bailard
California
$276K
WCF
1534
West Coast Financial
California
$276K -$32.5K -750 -11%
SW
1535
Simplicity Wealth
New Jersey
$273K -$31K -714 -11%
GAM
1536
GEM Asset Management
Michigan
$272K +$26.3K +606 +12%
LAIC
1537
Lederer & Associates Investment Counsel
California
$272K
DP
1538
Denver PWM
Colorado
$271K +$20.6K +474 +9%
Bank Julius Baer & Co
1539
Bank Julius Baer & Co
Switzerland
$271K -$4.68K -108 -2%
WWP
1540
WR Wealth Planners
Missouri
$271K +$169K +3,900 +212%
SNBOSCI
1541
Security National Bank of Sioux City Iowa
Iowa
$271K +$249K +5,736 New
AMM
1542
American Money Management
California
$269K -$15.9K -366 -6%
CWS
1543
Confluence Wealth Services
Pennsylvania
$269K
LWP
1544
Laurel Wealth Planning
Minnesota
$268K
CPSAC
1545
Chas P. Smith & Associates (CPS)
Florida
$268K +$246K +5,676 New
KP
1546
Keel Point
Alabama
$267K -$33.6K -774 -12%
MI
1547
Moneywise Inc
Virginia
$267K +$260 +6 +0.1%
CWM
1548
Calamos Wealth Management
Illinois
$267K +$245K +5,652 New
Amundi
1549
Amundi
France
$266K +$67.9K +1,566 +38%
FWI
1550
Facet Wealth Inc
Maryland
$264K -$183K -4,224 -43%

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.