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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
AAG
1626
Armstrong Advisory Group
Massachusetts
$226K -$520 -12 -0.2%
BFS
1627
Bradley Foster & Sargent
Connecticut
$226K +$208K +4,794 New
BWP
1628
Bernardo Wealth Planning
Pennsylvania
$226K +$207K +4,782 New
OFG
1629
Oxford Financial Group
Indiana
$224K -$9.63K -222 -4%
DP
1630
Divergent Planning
Maryland
$224K +$206K +4,740 New
RWS
1631
Resolute Wealth Strategies
Mississippi
$223K +$205K +4,734 New
IF
1632
IRON Financial
Illinois
$223K +$205K +4,728 New
QS
1633
Quantitative Strategies
California
$222K +$204K +4,704 New
AWA
1634
Amplius Wealth Advisors
Pennsylvania
$222K +$204K +4,704 New
EAM
1635
Empirical Asset Management
Massachusetts
$222K +$204K +4,698 New
FG
1636
Foster Group
Iowa
$222K -$15.6K -360 -7%
PWG
1637
Portside Wealth Group
Utah
$222K +$204K +4,698 New
SIC
1638
Sigma Investment Counselors
Michigan
$221K +$203K +4,686 New
ST
1639
Sentinel Trust
Texas
$221K +$203K +4,680 New
LFWA
1640
LBJ Family Wealth Advisors
Texas
$221K +$203K +4,686 New
MCM
1641
Mitchell Capital Management
Kansas
$221K -$32.5K -750 -14%
SWM
1642
Soundmark Wealth Management
Washington
$220K +$203K +4,674 New
WTG
1643
West Tower Group
Virginia
$220K +$202K +4,668 New
FBT
1644
First Bank & Trust
South Dakota
$220K +$202K +4,656 New
ACM
1645
Alamar Capital Management
California
$219K +$202K +4,650 New
YWS
1646
Yarger Wealth Strategies
Ohio
$219K +$201K +4,644 New
TA
1647
Trellis Advisors
Washington
$218K +$201K +4,626 New
FWM
1648
FSA Wealth Management
Massachusetts
$216K +$199K +4,584 New
SC
1649
Sinecera Capital
Texas
$215K +$198K +4,566 New
VCM
1650
Vivaldi Capital Management
Illinois
$215K -$13K -300 -6%
64 65
66
67 68

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.