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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
LTI
1676
Laffer Tengler Investments
Tennessee
$190K -$26K -600 -13%
LWA
1677
Lowe Wealth Advisors
Maryland
$187K
SIS
1678
Sound Income Strategies
Florida
$173K +$66.3K +1,530 +71%
ACA
1679
Atlas Capital Advisors
Wyoming
$173K +$4.68K +108 +3%
IF
1680
Integrity Financial
Wyoming
$170K -$45.3K -1,044 -22%
CMP
1681
Coston McIsaac & Partners
Maine
$169K
CYG
1682
Clean Yield Group
Vermont
$161K +$260 +6 +0.2%
CWA
1683
Clearview Wealth Advisors
Oregon
$161K -$7.03K -162 -5%
FAM
1684
Family Asset Management
South Carolina
$160K +$148K +3,402 New
TIM
1685
Tortoise Investment Management
New York
$158K
AF
1686
Arrow Financial
New York
$157K
WPA
1687
West Paces Advisors
Georgia
$141K
TAM
1688
Tucker Asset Management
Colorado
$139K -$39K -900 -23%
NSIM
1689
North Star Investment Management
Illinois
$136K
HPIA
1690
Hamilton Point Investment Advisors
North Carolina
$135K
WB
1691
Webster Bank
Connecticut
$132K
SCA
1692
Stonebridge Capital Advisors
Minnesota
$129K -$39.5K -912 -25%
PAG
1693
Paladin Advisory Group
Iowa
$127K +$260 +6 +0.2%
DSC
1694
Duncker Streett & Co
Missouri
$118K +$260 +6 +0.2%
BNP Paribas Financial Markets
1695
BNP Paribas Financial Markets
France
$118K -$85.3K -1,968 -44%
PP
1696
PrairieView Partners
Minnesota
$117K -$3.64K -84 -3%
LFA
1697
Legend Financial Advisors
Pennsylvania
$114K -$343K -7,908 -77%
POIA
1698
Pin Oak Investment Advisors
Texas
$111K -$2.34K -54 -2%
ANBT
1699
American National Bank & Trust
Texas
$110K +$78.3K +1,806 +346%
MCA
1700
Maryland Capital Advisors
Maryland
$108K

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.