Vanguard Growth ETF
VUG
1,829 hedge funds and large institutions have $57.7B invested in Vanguard Growth ETF in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 752 increasing their positions, 647 reducing their positions, and 80 closing their positions.
44% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 80
16% more repeat investments, than reductions
Existing positions increased: 752 | Existing positions reduced: 647
2% more funds holding in top 10
Funds holding in top 10: 315 → 321 (+6)
0% more funds holding
Funds holding: 1,821 → 1,829 (+8)
4% less capital invested
Capital invested by funds: $60B → $57.7B (-$2.3B)
5% less call options, than puts
Call options by funds: $59.8M | Put options by funds: $62.8M
34.27% less ownership
Funds ownership: 424.11% → 389.84% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$721M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$264M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$221M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$136M |
| 5 |
Morgan Stanley
New York
|
+$99.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$6.19B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$603M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$243M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$143M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$105M |
VUG Hedge Fund Activity: Q3 2023 in Review
1,829 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2023, worth a combined $57.7B — down 3.8% from $60B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new VUG positions and 80 closed out — a net gain of 35 holders — while 752 added to existing stakes and 647 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $721M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $6.19B sold.
- 1,829 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2023, up from 1,821 in Q2 2023.
- Funds reported $57.7B of Vanguard Growth ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
- 115 funds opened new Vanguard Growth ETF positions in Q3 2023 and 80 closed out, a net change of +35 holders.
- The largest Vanguard Growth ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $721M added.
- The largest Vanguard Growth ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $6.19B sold.
Based on aggregated 13F filings for Q3 2023.