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Vanguard Growth ETF

1,669 hedge funds and large institutions have $54.1B invested in Vanguard Growth ETF in 2022 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 668 increasing their positions, 577 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $10.4M

203% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 74

31% more capital invested

Capital invested by funds: $41.4B → $54.1B (+$12.7B)

16% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 577

8% more funds holding in top 10

Funds holding in top 10: 247267 (+20)

7% more funds holding

Funds holding: 1,5531,669 (+116)

18.51% less ownership

Funds ownership: 413.84%395.33% (-19%)

Holders
1,669
Holders Change
+116
Holders Change %
+7.47%
% of All Funds
26.83%
Holding in Top 10
267
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.1%
% of All Funds
4.29%
New
224
Increased
668
Reduced
577
Closed
74
Calls
$31.8M
Puts
$10.4M
Net Calls
+$21.4M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
TNA
1701
True North Advisors
Texas
-$276K -7,746 Closed
SOAG
1702
Silver Oak Advisory Group
Oregon
-$257K -7,218 Closed
SWIG
1703
Strategic Wealth Investment Group
Kentucky
-$257K -7,206 Closed
TSA
1704
Tri-Star Advisors
Texas
-$256K -7,086 Closed
SIC
1705
Sigma Investment Counselors
Michigan
-$245K -6,870 Closed
IFPG
1706
Intrepid Financial Planning Group
Indiana
-$237K -6,642 Closed
HIC
1707
Hartline Investment Corp
Illinois
-$235K -6,600 Closed
CWA
1708
Capital Wealth Alliance
Arizona
-$234K -6,534 Closed
EWA
1709
Encompass Wealth Advisors
Oregon
-$229K -6,420 Closed
PAA
1710
Peregrine Asset Advisers
Oregon
-$228K -6,402 Closed
IFS
1711
Ifrah Financial Services
Arkansas
-$224K -6,288 Closed
DE
1712
Day & Ennis
Georgia
-$222K -6,228 Closed
AWA
1713
Amplius Wealth Advisors
Pennsylvania
-$216K -6,060 Closed
LA
1714
LexAurum Advisors
Kansas
-$211K -5,916 Closed
OFS
1715
OneAscent Financial Services
Alabama
-$209K -5,874 Closed
MCM
1716
McDonough Capital Management
Florida
-$205K -5,736 Closed
AP
1717
Adero Partners
California
-$200K -5,412 Closed
RP
1718
Rice Partnership
Hawaii
-$94K -2,634 Closed
LDFR
1719
Lehman & Derafelo Financial Resources
Pennsylvania
-$81K -2,274 Closed
GWA
1720
Gibson Wealth Advisors
Texas
-$72K -2,028 Closed
WB
1721
West Bancorporation
Iowa
-$68K -1,902 Closed
HI
1722
Hudock Inc
Pennsylvania
-$67K -1,878 Closed
OCM
1723
Orion Capital Management
California
-$67K -1,866 Closed
IAMOG
1724
Investors Asset Management of Georgia
Georgia
-$65K -1,812 Closed
IF
1725
Integrity Financial
Wyoming
-$51K -1,422 Closed

VUG Hedge Fund Activity: Q4 2022 in Review

1,669 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2022, worth a combined $54.1B — up 31% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new VUG positions and 74 closed out — a net gain of 150 holders — while 668 added to existing stakes and 577 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $602M. The largest seller was Citigroup, cutting an estimated $204M.

  • 1,669 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2022, up from 1,553 in Q3 2022.
  • Funds reported $54.1B of Vanguard Growth ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 224 funds opened new Vanguard Growth ETF positions in Q4 2022 and 74 closed out, a net change of +150 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $602M added.
  • The largest Vanguard Growth ETF seller in Q4 2022 was Citigroup, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.