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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
RPCA
1726
Running Point Capital Advisors
California
$60.8K
AWM
1727
Avondale Wealth Management
Texas
$59.1K
GKIM
1728
GW&K Investment Management
Massachusetts
$57K +$52K +1,200 New
LIA
1729
Luken Investment Analytics
Tennessee
$56.6K
PAI
1730
Pittenger & Anderson Inc
Nebraska
$56.6K
HR
1731
Howe & Rusling
New York
$55.2K +$16.4K +378 +48%
OHWP
1732
Oak Harbor Wealth Partners
North Carolina
$55.2K
FMB
1733
Field & Main Bank
Kentucky
$55.2K
AIA
1734
Armor Investment Advisors
North Carolina
$54K
RLIM
1735
Red Lighthouse Investment Management
New York
$54K
MCM
1736
McMillion Capital Management
North Carolina
$50.4K +$46.3K +1,068 New
BLC
1737
Brown, Lisle/Cummings
Rhode Island
$49.2K
WAM
1738
Worth Asset Management
Texas
$48.4K -$201K -4,632 -82%
ASBI
1739
American State Bank (Iowa)
Iowa
$48.1K
BAM
1740
Bellevue Asset Management
Washington
$46K
CWP
1741
Concord Wealth Partners
Virginia
$44.4K -$19.5K -450 -32%
MSFP
1742
Mark Sheptoff Financial Planning
Connecticut
$44K
MMG
1743
Monetary Management Group
Missouri
$42.4K
TCM
1744
Tradewinds Capital Management
Washington
$42.4K
CCA
1745
Column Capital Advisors
Indiana
$42.3K
CWM
1746
CarsonAllaria Wealth Management
Illinois
$40.6K
TF
1747
Tompkins Financial
New York
$39.6K -$6.25K -144 -15%
RWML
1748
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$39.3K -$16.4K -378 -31%
MWM
1749
Mascoma Wealth Management
New Hampshire
$39.2K
BBPWM
1750
Blue Bell Private Wealth Management
Pennsylvania
$39K +$35.9K +828 New

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.