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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
AP
1551
Appleton Partners
Massachusetts
$263K
T
1552
TCWP
Ohio
$263K -$35.6K -822 -13%
SXL
1553
Summit X LLC
Missouri
$263K
BOS
1554
Bank of Stockton
California
$262K
MPWT
1555
MassMutual Private Wealth & Trust
Connecticut
$261K +$197K +4,548 +459%
DE
1556
Day & Ennis
Georgia
$261K +$260 +6 +0.1%
AWA
1557
Acorn Wealth Advisors
Michigan
$261K +$9.63K +222 +4%
VF
1558
VitalStone Financial
Texas
$261K -$5.6M -129,144 -95%
APWM
1559
Atlas Private Wealth Management
New York
$261K +$28.1K +648 +13%
LNB
1560
Ledyard National Bank
$260K -$2.6K -60 -1%
FFP
1561
Forbes Financial Planning
Rhode Island
$259K
OPWM
1562
Oxinas Partners Wealth Management
Indiana
$258K +$15.1K +348 +7%
VCM
1563
Versant Capital Management
Arizona
$258K +$178K +4,116 +304%
FT
1564
Fiduciary Trust
Massachusetts
$258K -$15.4K -354 -6%
JFG
1565
JDM Financial Group
Texas
$258K
WFS
1566
Weitzel Financial Services
Iowa
$258K
CB
1567
Community Bank
New York
$258K -$6.5K -150 -3%
GA
1568
Greenspring Advisors
Maryland
$257K -$12.5K -288 -5%
DFC
1569
DBK Financial Counsel
Ohio
$257K
HF
1570
Halpern Financial
Virginia
$256K -$3.64K -84 -2%
SW
1571
SteelPeak Wealth
California
$256K +$235K +5,424 New
UCB
1572
United Community Bank
South Carolina
$256K -$20.6K -474 -8%
HPC
1573
HM Payson & Co
Maine
$256K -$381K -8,784 -62%
AP
1574
Adero Partners
California
$255K
WQ
1575
Wealth Quarterback
New Jersey
$254K +$12K +276 +5%

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.