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Vanguard Growth ETF
VUG

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: 292 → 315 (+23)

6% more funds holding

Funds holding: 1,718 → 1,822 (+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

Top Buyers

Rank Fund Capital Flow
1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$5.66B
2
BL
Balentine LLC
Georgia
+$233M
3
JP Morgan Chase
JP Morgan Chase
New York
+$103M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$58.5M
5
VWM
Venturi Wealth Management
Texas
+$53.2M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$604M
2
Bank of America
Bank of America
North Carolina
-$539M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$306M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$135M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1576
Drake & Associates
Wisconsin
$253K – – –
IF
1577
Ironwood Financial
Arizona
$252K -$37.2K -858 -14%
MTIC
1578
Missouri Trust & Investment Company
Missouri
$252K – – –
NRC
1579
New Republic Capital
North Carolina
$252K – – –
AP
1580
Americana Partners
Texas
$252K +$231K +5,334 New
BAMG
1581
Brand Asset Management Group
Missouri
$251K -$14.1K -324 -6%
BC
1582
Bowman & Company
Wisconsin
$250K -$50K -1,152 -18%
PGA
1583
Portland Global Advisors
Maine
$249K – – –
GCM
1584
Gallacher Capital Management
Colorado
$248K +$9.37K +216 +4%
PCM
1585
Pennsylvania Capital Management
Pennsylvania
$247K -$7.55K -174 -3%
CFG
1586
Carr Financial Group
Massachusetts
$247K – – –
JFGLC
1587
Johnson Financial Group LLC (Colorado)
Colorado
$247K +$227K +5,238 New
LWA
1588
Lineweaver Wealth Advisors
Ohio
$247K +$1.3K +30 +0.6%
OWM
1589
Opes Wealth Management
California
$245K +$225K +5,196 New
CWM
1590
Centric Wealth Management
Illinois
$243K – – –
GCM
1591
Gables Capital Management
Florida
$242K -$31.2K -720 -12%
FAM
1592
Frontier Asset Management
Wyoming
$242K +$260 +6 +0.1%
CHC
1593
City Holding Co
West Virginia
$242K – – –
TC
1594
Truvestments Capital
Florida
$241K +$260 +6 +0.1%
CCA
1595
Cobblestone Capital Advisors
New York
$241K +$222K +5,118 New
FWA
1596
FOCUS Wealth Advisors
Texas
$241K – – –
SC
1597
Solstein Capital
California
$240K – – –
NSG
1598
Nalls Sherbakoff Group
Tennessee
$239K – – –
VF
1599
Vawter Financial
Ohio
$239K – – –
6F
1600
626 Financial
Michigan
$236K +$260 +6 +0.1%
62 63
64
65 66

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.