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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
UL
1601
Unionview LLC
Washington
$236K -$4.68K -108 -2%
FWMM
1602
Foundation Wealth Management (Missouri)
Missouri
$236K
FFP
1603
FourThought Financial Partners
Florida
$236K
TWM
1604
Tolleson Wealth Management
Texas
$235K
BIM
1605
Bridges Investment Management
Nebraska
$235K +$216K +4,980 New
HNW
1606
High Note Wealth
Minnesota
$235K
Janus Henderson Group
1607
Janus Henderson Group
United Kingdom
$234K -$9.63K -222 -4%
SWM
1608
Sugarloaf Wealth Management
Georgia
$234K +$260 +6 +0.1%
CW
1609
CIC Wealth
Maryland
$233K -$37.5K -864 -15%
HIG
1610
Heritage Investment Group
Florida
$233K +$214K +4,938 New
WA
1611
Wambolt & Associates
Colorado
$233K -$15.4K -354 -7%
TFF
1612
The Family Firm
Maryland
$232K +$260 +6 +0.1%
FFL
1613
Financial Freedom LLC
Ohio
$232K +$260 +6 +0.1%
WP
1614
WealthPLAN Partners
Nebraska
$231K -$14.8K -342 -7%
ACM
1615
Ategra Capital Management
Virginia
$231K
MFG
1616
Monumental Financial Group
Maryland
$230K
FWP
1617
FAS Wealth Partners
Kansas
$230K +$26K +600 +14%
AWS
1618
Aspen Wealth Strategies
Colorado
$229K -$33.3K -768 -14%
CWP
1619
Curated Wealth Partners
California
$229K
WRPWM
1620
Werba Rubin Papier Wealth Management
California
$229K +$210K +4,848 New
TFM
1621
TFC Financial Management
Massachusetts
$228K +$25K +576 +14%
HAC
1622
Harbor Advisory Corp
New Hampshire
$227K -$20.3K -468 -9%
JWBC
1623
J.W. Burns & Co
New York
$227K -$128K -2,946 -38%
MM
1624
Meridian Management
Arkansas
$227K -$111K -2,562 -35%
VDBMI
1625
Van Den Berg Management I
Texas
$227K -$6.5K -150 -3%

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.