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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
DF
1801
DecisionPoint Financial
Arizona
$6.51K +$5.99K +138 New
CWA
1802
Carolina Wealth Advisors
South Carolina
$6.22K +$5.72K +132 New
AP
1803
Atwood & Palmer
Missouri
$5.66K
NC
1804
NewSquare Capital
Pennsylvania
$5.66K +$5.2K +120 New
SFC
1805
SYM Financial Corp
Indiana
$5.66K +$5.2K +120 New
MRCM
1806
M&R Capital Management
New Jersey
$4.58K
CCP
1807
Carmel Capital Partners
California
$4.53K
PA
1808
PSI Advisors
Florida
$4.3K
EAM
1809
Eukles Asset Management
Ohio
$3.96K +$3.64K +84 New
RDIA
1810
RE Dickinson Investment Advisors
Iowa
$3K -$4.16K -96 -57%
BAM
1811
Byrne Asset Management
New Jersey
$3K
WFA
1812
WestHill Financial Advisors
California
$2.89K -$8.33K -192 -76%
MAWCM
1813
Mine & Arao Wealth Creation & Management
California
$2.83K
MIM
1814
Macroview Investment Management
Maryland
$2.26K +$2.08K +48 New
GTAM
1815
Global Trust Asset Management
Florida
$1.98K -$44K -1,014 -96%
NMG
1816
New Millennium Group
Utah
$1.98K
AIM
1817
ARK Investment Management
Florida
$1.89K +$1.82K +42 New
DWA
1818
Delos Wealth Advisors
Texas
$1.42K
FCAS
1819
First Command Advisory Services
Texas
$1.42K
NL
1820
NVWM LLC
Pennsylvania
$1.13K +$1.04K +24 New
Daiwa Securities Group
1821
Daiwa Securities Group
Japan
$1K
FDCDDQ
1822
Federation des caisses Desjardins du Quebec
Quebec, Canada
$849
ECM
1823
EMC Capital Management
Texas
$337 +$18.2M +419,184 +405%
PWM
1824
Provident Wealth Management
Tennessee
$19
CJL
1825
Cyrus J. Lawrence
New York
$16 -$12.5K -288 -44%

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.