We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,669 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5531,669 (+116)

18.51% less ownership

Funds ownership: 413.84%395.33% (-19%)

Holders
1,669
Holders Change
+116
Holders Change %
+7.47%
% of All Funds
26.83%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
1576
Howe & Rusling
New York
$45.6K -$134K -3,654 -74%
AWM
1577
Avondale Wealth Management
Texas
$44.5K
LAM
1578
Lakewood Asset Management
Illinois
$43K +$44.6K +1,212 New
HWA
1579
Heritage Wealth Advisors
Virginia
$42.6K +$44.1K +1,200 New
LIA
1580
Luken Investment Analytics
Tennessee
$42.6K +$44.1K +1,200 New
WAS
1581
Winch Advisory Services
Wisconsin
$42K +$13.7K +372 +45%
OHWP
1582
Oak Harbor Wealth Partners
North Carolina
$41.6K +$16.6K +450 +63%
FMB
1583
Field & Main Bank
Kentucky
$41.6K
QC
1584
Quent Capital
New York
$40.9K +$42.4K +1,152 New
RLIM
1585
Red Lighthouse Investment Management
New York
$40.7K +$42.2K +1,146 New
NECFA
1586
New England Capital Financial Advisors
Connecticut
$40.1K +$38.8K +1,056 New
BWA
1587
Boulder Wealth Advisors
Colorado
$40K +$41.7K +1,134 New
TCM
1588
Tradewinds Capital Management
Washington
$38.4K -$34.2K -930 -46%
KIA
1589
Kraematon Investment Advisors
Massachusetts
$38.4K +$39.7K +1,080 New
SFC
1590
SYM Financial Corp
Indiana
$38.4K +$39.7K +1,080 New
KOMWMG
1591
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$38K +$39.5K +1,074 New
GTAM
1592
Global Trust Asset Management
Florida
$37.5K -$119K -3,240 -75%
BLC
1593
Brown, Lisle/Cummings
Rhode Island
$37.1K +$16.3K +444 +74%
TRCT
1594
Tower Research Capital (TRC)
New York
$36K +$9.71K +264 +35%
TF
1595
Tompkins Financial
New York
$35K
DWA
1596
Delos Wealth Advisors
Texas
$34.3K
BAM
1597
Bellevue Asset Management
Washington
$34.2K
RMC
1598
Resources Management Corp
Connecticut
$34K
FCAM
1599
First Citizens Asset Management
North Carolina
$33.7K +$34.9K +948 New
MSFP
1600
Mark Sheptoff Financial Planning
Connecticut
$33.1K -$25.4K -690 -43%

VUG Hedge Fund Activity: Q4 2022 in Review

1,669 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,669 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,553 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.