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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
RFA
1776
Resurgent Financial Advisors
Georgia
-$62.5K -1,758 Closed
AC
1777
Arjuna Capital
North Carolina
-$58K -1,632 Closed
AIM
1778
ARK Investment Management
Florida
-$55.4K -1,560 Closed
FGAM
1779
Financial Gravity Asset Management
Texas
-$1.07K -1,278 Closed
LAM
1780
Lakewood Asset Management
Illinois
-$43K -1,212 Closed
HWA
1781
Heritage Wealth Advisors
Virginia
-$42.6K -1,200 Closed
QC
1782
Quent Capital
New York
-$40.9K -1,152 Closed
KIA
1783
Kraematon Investment Advisors
Massachusetts
-$38.4K -1,080 Closed
SFC
1784
SYM Financial Corp
Indiana
-$38.4K -1,080 Closed
KOMWMG
1785
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$38K -1,074 Closed
FCAM
1786
First Citizens Asset Management
North Carolina
-$33.7K -948 Closed
TWA
1787
Tandem Wealth Advisors
Arizona
-$32.2K -906 Closed
NC
1788
NewSquare Capital
Pennsylvania
-$29.2K -822 Closed
ACP
1789
Arcus Capital Partners
Georgia
-$24.3K -684 Closed
JGCM
1790
Joseph Group Capital Management
Ohio
-$20K -564 Closed
EW
1791
Element Wealth
Mississippi
-$14.1K -396 Closed
FPFS
1792
First Personal Financial Services
North Carolina
-$7.03K -198 Closed
IFA
1793
Interactive Financial Advisors
Illinois
-$6.82K -192 Closed
AF
1794
Affiance Financial
Minnesota
-$6.61K -186 Closed
CWAF
1795
Core Wealth Advisors (Florida)
Florida
-$4.05K -114 Closed
BA
1796
Bellwether Advisors
Nebraska
-$3.2K -90 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.