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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
TC
1551
Truvestments Capital
Florida
$213K +$233 +6 +0.1%
FWA
1552
FOCUS Wealth Advisors
Texas
$213K +$199K +5,112 New
UL
1553
Unionview LLC
Washington
$213K +$199K +5,112 New
OHIS
1554
Oak Harvest Investment Services
Texas
$212K +$199K +5,106 New
SC
1555
Solstein Capital
California
$212K
CHJWM
1556
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K +$194K +4,998 New
VF
1557
Vawter Financial
Ohio
$211K +$197K +5,064 New
FG
1558
Foster Group
Iowa
$210K -$25K -642 -11%
GCM
1559
Gallacher Capital Management
Colorado
$210K +$196K +5,046 New
6F
1560
626 Financial
Michigan
$208K +$195K +5,004 New
FWMM
1561
Foundation Wealth Management (Missouri)
Missouri
$208K +$194K +4,998 New
FFP
1562
FourThought Financial Partners
Florida
$208K +$194K +4,998 New
JC
1563
JB Capital
Connecticut
$208K +$194K +4,992 New
BL
1564
Balentine LLC
Georgia
$207K -$41.1K -1,056 -17%
TWM
1565
Tolleson Wealth Management
Texas
$207K +$194K +4,980 New
OFG
1566
Oxford Financial Group
Indiana
$207K +$12.4K +318 +7%
HNW
1567
High Note Wealth
Minnesota
$207K +$193K +4,974 New
ADIM
1568
Alpha DNA Investment Management
Maryland
$207K +$193K +4,968 New
VDBMI
1569
Van Den Berg Management I
Texas
$206K -$933 -24 -0.5%
NFSG
1570
Newbridge Financial Services Group
Florida
$206K +$11.7K +300 +6%
SWM
1571
Sugarloaf Wealth Management
Georgia
$206K
FCM
1572
Fortis Capital Management
Washington
$205K -$56.9K -1,464 -23%
AWM
1573
Activest Wealth Management
Florida
$205K +$195K +5,016 New
FFL
1574
Financial Freedom LLC
Ohio
$205K
TFF
1575
The Family Firm
Maryland
$205K +$191K +4,920 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.