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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
BIA
1701
Bell Investment Advisors
California
$108K
BHWM
1702
Beaird Harris Wealth Management
Texas
$107K
RAM
1703
Riggs Asset Management
Pennsylvania
$107K +$98.1K +2,262 New
FCAG
1704
First Capital Advisors Group
New Jersey
$106K +$26K +600 +36%
KHC
1705
Koesten Hirschmann & Crabtree
Kansas
$105K -$3.9K -90 -4%
CMBA
1706
C.M. Bidwell & Associates
Hawaii
$99.3K
BEI
1707
Benjamin Edwards Inc
Missouri
$99K
FFC
1708
First Financial Corp
Indiana
$98.5K +$8.59K +198 +10%
CA
1709
Crewe Advisors
Utah
$93.4K
USB
1710
Union Savings Bank
Connecticut
$92.4K +$82.2K +1,896 New
FCMT
1711
Founders Capital Management (Texas)
Texas
$91.7K -$2.6K -60 -3%
NBT
1712
Northwest Bank & Trust
Iowa
$91.4K +$84K +1,938 New
LFA
1713
LGT Financial Advisors
Texas
$84K +$77.3K +1,782 New
BSB
1714
Bangor Savings Bank
Maine
$81.5K -$781 -18 -1%
BCPWM
1715
Bradley & Co Private Wealth Management
Florida
$80.4K
PPWM
1716
PFG Private Wealth Management
Florida
$80.4K +$61.4K +1,416 +492%
RBC
1717
Roble Belko & Company
Pennsylvania
$79K
SAG
1718
Spotlight Asset Group
Illinois
$78.7K +$72.3K +1,668 New
EDRH
1719
Edmond de Rothschild Holding
Switzerland
$78.1K +$71.8K +1,656 New
HFS
1720
HBC Financial Services
Washington
$76K -$5.2K -120 -11%
WWM
1721
Wolff Wiese Magana
California
$75.3K
BCA
1722
Bray Capital Advisors
Florida
$74.9K -$29.9K -690 -30%
AIP
1723
Ameritas Investment Partners
Nebraska
$65K +$260 +6 +0.4%
Barclays
1724
Barclays
United Kingdom
$64.2K +$59.1K +1,362 New
IIL
1725
Insight Inv LLC
California
$63.1K

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.