We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,718 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 674 increasing their positions, 626 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $24.1M

121% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 77

9% more funds holding in top 10

Funds holding in top 10: 267292 (+25)

3% more funds holding

Funds holding: 1,6701,718 (+48)

8% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 626

3% less capital invested

Capital invested by funds: $54.1B → $52.4B (-$1.7B)

2.32% less ownership

Funds ownership: 395.34%393.02% (-2.3%)

Holders
1,718
Holders Change
+48
Holders Change %
+2.87%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.65%
New
170
Increased
674
Reduced
626
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1676
Annapolis Financial Services
Maryland
$23.2K
BWP
1677
Baldwin Wealth Partners
Massachusetts
$23.2K
BCM
1678
Bourgeon Capital Management
Connecticut
$23.2K
WC
1679
Wealth CMT
New Jersey
$23K +$21.9K +564 New
ANBT
1680
American National Bank & Trust
Texas
$21.7K
UIA
1681
Ulland Investment Advisors
Minnesota
$21K
EWM
1682
Endurance Wealth Management
Rhode Island
$19K
LF
1683
Lee Financial
Texas
$18.5K
HI
1684
Hoey Investments
Pennsylvania
$16K +$8.17K +210 +121%
FA
1685
Faithward Advisors
Pennsylvania
$14.3K +$11.2K +288 +600%
KM
1686
Kalos Management
Georgia
$14.2K
LWCFA
1687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.7K -$3.5K -90 -21%
MFT
1688
Moisand Fitzgerald Tamayo
Florida
$12.5K
TIM
1689
Thompson Investment Management
Wisconsin
$12.5K +$11.7K +300 New
PPWM
1690
PFG Private Wealth Management
Florida
$12K
PCFFS
1691
Pacific Center for Financial Services
California
$11.5K +$10.7K +276 New
BCM
1692
Blume Capital Management
California
$11.2K
WFA
1693
WestHill Financial Advisors
California
$10.5K -$7.7K -198 -44%
MFC
1694
Morris Financial Concepts
South Carolina
$10.2K
SC
1695
SouthState Corp
Florida
$9.73K -$131K -3,372 -94%
CIM
1696
Contravisory Investment Management
Massachusetts
$8.98K
AWM
1697
AllSquare Wealth Management
New York
$8.23K
GC
1698
Gould Capital
Washington
$7.48K
CB
1699
CNB Bank
Pennsylvania
$7.23K +$6.77K +174 New
RDIA
1700
RE Dickinson Investment Advisors
Iowa
$7K -$467 -12 -7%

VUG Hedge Fund Activity: Q1 2023 in Review

1,718 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2023, worth a combined $52.4B — down 3.1% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VUG positions and 77 closed out — a net gain of 93 holders — while 674 added to existing stakes and 626 trimmed.

The largest buyer was Bank of America, adding an estimated $562M. The largest seller was Westwood Holdings Group, cutting an estimated $122M.

  • 1,718 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2023, up from 1,670 in Q4 2022.
  • Funds reported $52.4B of Vanguard Growth ETF stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Growth ETF positions in Q1 2023 and 77 closed out, a net change of +93 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2023 was Bank of America, an estimated $562M added.
  • The largest Vanguard Growth ETF seller in Q1 2023 was Westwood Holdings Group, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2023.