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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
SFG
1751
Steward Financial Group
Texas
$38K +$35.1K +810 New
GWSA
1752
Global Wealth Strategies & Associates
Colorado
$37.6K
MIM
1753
MTM Investment Management
South Carolina
$36.5K
GM
1754
GeoWealth Management
Illinois
$35K +$31.7K +732 New
MBFW
1755
Morton Brown Family Wealth
Pennsylvania
$34.5K
MIH
1756
Meitav Investment House
Israel
$34K +$31.5K +726 New
WAS
1757
Winch Advisory Services
Wisconsin
$34K
JWM
1758
Janiczek Wealth Management
Colorado
$33.1K
TSW
1759
Thompson Siegel & Walmsley
Virginia
$33K
CWM
1760
Compass Wealth Management
Connecticut
$29.1K
GBT
1761
Grove Bank & Trust
Florida
$28.3K
SN
1762
Sittner & Nelson
Oregon
$28.3K
RMC
1763
Resources Management Corp
Connecticut
$28K -$71.3K -1,644 -73%
NECFA
1764
New England Capital Financial Advisors
Connecticut
$27K
BCM
1765
Bourgeon Capital Management
Connecticut
$26.4K
AFS
1766
Annapolis Financial Services
Maryland
$26.3K
BWP
1767
Baldwin Wealth Partners
Massachusetts
$26.3K
NRG
1768
Nemes Rush Group
Michigan
$24.6K +$22.6K +522 New
UIA
1769
Ulland Investment Advisors
Minnesota
$24K
FDCC
1770
Foster Dykema Cabot & Co
Massachusetts
$24K +$22.1K +510 New
AC
1771
AlphaCore Capital
California
$21.5K +$19.8K +456 New
EWM
1772
Endurance Wealth Management
Rhode Island
$21K
AW
1773
Avion Wealth
Texas
$21K +$12.2K +282 +157%
MFT
1774
Moisand Fitzgerald Tamayo
Florida
$20.1K +$5.46K +126 +42%
PCM
1775
Penserra Capital Management
California
$20K +$18.7K +432 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.