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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
AP
1776
Arlington Partners
Alabama
$19.5K +$15.6K +360 +667%
LF
1777
Lee Financial
Texas
$19K -$1.82K -42 -9%
EW
1778
Element Wealth
Mississippi
$17.8K +$16.4K +378 New
GGI
1779
Godsey & Gibb Inc
Virginia
$17.5K -$81.4K -1,878 -83%
DWMG
1780
DB Wealth Management Group
California
$17K +$15.6K +360 New
GWM
1781
Grand Wealth Management
Michigan
$16.2K +$14.8K +342 New
KM
1782
Kalos Management
Georgia
$16.1K
SWA
1783
Sutton Wealth Advisors
Florida
$16.1K +$14.8K +342 New
AA
1784
AlphaMark Advisors
Kentucky
$15K -$24.7K -570 -64%
TIM
1785
Thompson Investment Management
Wisconsin
$14.1K
TFP
1786
Tilia Fiduciary Partners
North Carolina
$14.1K +$13K +300 New
CP
1787
Castleview Partners
Texas
$13.9K -$135K -3,120 -91%
PCFFS
1788
Pacific Center for Financial Services
California
$13K
BCM
1789
Blume Capital Management
California
$12.7K
TRCT
1790
Tower Research Capital (TRC)
New York
$12.7K -$467K -10,764 -98%
FGAM
1791
Financial Gravity Asset Management
Texas
$12.4K +$73.6K +1,698 New
MFC
1792
Morris Financial Concepts
South Carolina
$11.6K
FA
1793
Faithward Advisors
Pennsylvania
$10.4K -$4.94K -114 -34%
CIM
1794
Contravisory Investment Management
Massachusetts
$10.2K
SC
1795
SouthState Corp
Florida
$9.62K -$1.3K -30 -13%
AWM
1796
AllSquare Wealth Management
New York
$8.8K
HI
1797
Hoey Investments
Pennsylvania
$8.21K -$9.11K -210 -55%
RTC
1798
Riverview Trust Company
Washington
$7.64K
CAM
1799
Chesapeake Asset Management
New York
$7.07K
RFG
1800
RFP Financial Group
Georgia
$6.56K +$5.2K +120 +667%

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.