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Vanguard Growth ETF

1,585 hedge funds and large institutions have $42.5B invested in Vanguard Growth ETF in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 688 increasing their positions, 559 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $16.4M

23% more repeat investments, than reductions

Existing positions increased: 688 | Existing positions reduced: 559

3% less funds holding

Funds holding: 1,6351,585 (-50)

7% less funds holding in top 10

Funds holding in top 10: 259242 (-17)

18% less capital invested

Capital invested by funds: $51.7B → $42.5B (-$9.22B)

23% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 137

44.66% less ownership

Funds ownership: 425.97%381.31% (-45%)

Holders
1,585
Holders Change
-50
Holders Change %
-3.06%
% of All Funds
26.7%
Holding in Top 10
242
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.56%
% of All Funds
4.08%
New
106
Increased
688
Reduced
559
Closed
137
Calls
$40.7M
Puts
$16.4M
Net Calls
+$24.3M
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arete Wealth Advisors
Illinois
$26.3M +$13.7M +332,796 +90%
CPIG
152
Chicago Partners Investment Group
Illinois
$26.1M +$72.7K +1,770 +0.3%
CWM
153
Connecticut Wealth Management
Connecticut
$26M +$2.12M +51,648 +8%
PPP
154
Private Portfolio Partners
New Jersey
$24.8M +$2.48M +60,312 +10%
EC
155
EdgeRock Capital
Colorado
$24.8M +$27.4M +667,746 New
GSIS
156
Global Strategic Investment Solutions
Arizona
$24.5M +$563K +13,704 +2%
GG
157
GenWealth Group
New Jersey
$24.1M -$20.5K -498 -0.1%
NFG
158
Nadler Financial Group
Illinois
$24.1M +$305K +7,422 +1%
PFPT
159
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.1M +$347K +8,454 +1%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$23.8M +$172K +4,188 +0.7%
LA
161
LVW Advisors
New York
$23.5M -$3.14M -76,476 -11%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$23.3M -$3.15M -76,590 -11%
RFA
163
Radnor Financial Advisors
Pennsylvania
$23M +$1M +24,348 +4%
BWM
164
Benchmark Wealth Management
Connecticut
$22.9M +$1M +24,390 +4%
JCM
165
Jacobsen Capital Management
Utah
$22.5M +$3.75M +91,278 +18%
ACA
166
Affinity Capital Advisors
California
$22.5M +$2.11M +51,444 +9%
GG
167
Gleason Group
Kentucky
$22.3M +$1.43M +34,734 +6%
NL
168
NWAM LLC
Washington
$21.9M +$2.65M +64,404 +12%
BSWA
169
Bromfield Sneider Wealth Advisors
Massachusetts
$21.8M -$252K -6,126 -1%
FWP
170
Falcon Wealth Planning
California
$21.8M +$3.1M +75,432 +15%
VVP
171
Venture Visionary Partners
Ohio
$21.6M +$395K +9,612 +2%
PI
172
PFS Investments
Georgia
$21.6M +$12.3M +300,588 +107%
FFC
173
Fure Financial Corporation
Minnesota
$21.4M +$23.7M +576,768 New
BWM
174
Brickley Wealth Management
California
$21.2M -$159K -3,882 -0.7%
CWA
175
Cornerstone Wealth Advisors
Minnesota
$21M +$2.08M +50,610 +10%

VUG Hedge Fund Activity: Q2 2022 in Review

1,585 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2022, worth a combined $42.5B — down 18% from $51.7B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of VUG and 106 opened new positions — a net loss of 31 holders — while 559 trimmed existing stakes and 688 added.

The largest buyer was Bank of America, adding an estimated $685M. The largest seller was CFS Investment Advisory Services, cutting an estimated $5.88B.

  • 1,585 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2022, down from 1,635 in Q1 2022.
  • Funds reported $42.5B of Vanguard Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 106 funds opened new Vanguard Growth ETF positions in Q2 2022 and 137 closed out, a net change of -31 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2022 was Bank of America, an estimated $685M added.
  • The largest Vanguard Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $5.88B sold.

Based on aggregated 13F filings for Q2 2022.