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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
IHL
1726
Investment House LLC
California
-$3.43M -96,468 Closed
AC
1727
Avestar Capital
New York
-$3.01M -84,786 Closed
BBW
1728
Blue Barn Wealth
Utah
-$2.55M -71,892 Closed
Sands Capital Management
1729
Sands Capital Management
Virginia
-$2.55M -71,700 Closed
WAG
1730
Wallace Advisory Group
California
-$2.25M -63,330 Closed
PSCM
1731
Per Stirling Capital Management
Texas
-$2.21M -62,268 Closed
MWM
1732
MTC Wealth Management
Florida
-$2.19M -61,650 Closed
TWA
1733
Tillar-Wenstrup Advisors
Ohio
-$2.06M -58,104 Closed
GG
1734
Greenwood Gearhart
Arkansas
-$1.86M -52,500 Closed
MCC
1735
Money Concepts Capital
Florida
-$1.76M -49,488 Closed
MHS
1736
M Holdings Securities
Oregon
-$1.86M -47,946 Closed
NCMW
1737
Northern Capital Management (Washington)
Washington
-$1.64M -46,044 Closed
KOC
1738
Koss-Olinger Consulting
Florida
-$1.28M -36,000 Closed
RTL
1739
Red Tortoise LLC
Georgia
-$1.16M -32,724 Closed
AWAU
1740
Alliance Wealth Advisors (Utah)
Utah
-$1.08M -30,456 Closed
NLP
1741
Next Level Private
New York
-$981K -27,252 Closed
Principal Financial Group
1742
Principal Financial Group
Iowa
-$878K -24,714 Closed
TCOK
1743
Trust Company of Kansas
Kansas
-$488K -13,752 Closed
PFWA
1744
Paces Ferry Wealth Advisors
Georgia
-$452K -12,732 Closed
FTUS
1745
Flow Traders U.S.
New York
-$447K -12,582 Closed
CB
1746
Cadence Bank
Mississippi
-$441K -12,420 Closed
FWM
1747
FSA Wealth Management
Massachusetts
-$390K -10,986 Closed
AAS
1748
Asset Allocation Strategies
Michigan
-$380K -10,704 Closed
FA
1749
Fiducient Advisors
Illinois
-$359K -10,098 Closed
LL
1750
LWMG LLC
Minnesota
-$358K -10,068 Closed

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.