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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
ST
1651
Spinnaker Trust
Maine
$213K +$196K +4,512 New
AIA
1652
AIMZ Investment Advisors
California
$213K +$196K +4,512 New
SWIG
1653
Strategic Wealth Investment Group
Kentucky
$211K -$265K -6,102 -58%
PIA
1654
Petredis Investment Advisors
Pennsylvania
$211K +$194K +4,464 New
PG
1655
Patten Group
Tennessee
$211K +$194K +4,464 New
WG
1656
Welch Group
Alabama
$210K +$193K +4,458 New
FSA
1657
Financial Sense Advisors
California
$210K +$193K +4,452 New
CCM
1658
Canal Capital Management
Virginia
$209K +$193K +4,440 New
LI
1659
LMCG Investments
Massachusetts
$209K +$193K +4,440 New
WF
1660
Welch & Forbes
Massachusetts
$207K +$190K +4,392 New
AWM
1661
Atticus Wealth Management
Florida
$207K +$4.68K +108 +3%
FCM
1662
Fortis Capital Management
Washington
$205K -$25.5K -588 -12%
GC
1663
Gilbert & Cook
Iowa
$204K +$187K +4,320 New
SIAG
1664
Safeguard Investment Advisory Group
California
$204K +$187K +4,320 New
LCM
1665
Lazari Capital Management
California
$203K +$187K +4,314 New
WFS
1666
Widmann Financial Services
Maryland
$202K +$186K +4,284 New
BW
1667
Bison Wealth
Georgia
$202K +$186K +4,278 New
SC
1668
Schiavi & Co
Delaware
$201K +$185K +4,272 New
EL
1669
Essex LLC
Illinois
$201K +$185K +4,260 New
RFP
1670
Root Financial Partners
California
$201K +$184K +4,254 New
AFG
1671
Albion Financial Group
Utah
$199K -$56.5K -1,302 -24%
HBW
1672
Hazlett, Burt & Watson
West Virginia
$198K +$14.6K +336 +9%
FBC
1673
Fairfield, Bush & Co
Connecticut
$195K +$179K +4,128 New
PFM
1674
Phillips Financial Management
Indiana
$193K +$10.1K +234 +6%
TCWA
1675
Ten Capital Wealth Advisors
Washington
$190K

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.