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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
KI
1826
Kapitalo Investimentos
Brazil
-$37.9M -912,000 Closed
SCI
1827
Stableford Capital II
Arizona
-$24.7M -696,678 Closed
WFM
1828
Wolff Financial Management
Michigan
-$23.2M -557,982 Closed
NYLIM
1829
New York Life Investment Management
New York
-$16.6M -400,170 Closed
PWM
1830
PRW Wealth Management
Massachusetts
-$13.5M -320,778 Closed
DFG
1831
Delta Financial Group
New Jersey
-$9.6M -230,982 Closed
SSA
1832
Schonfeld Strategic Advisors
New York
-$8.12M -195,228 Closed
TFG
1833
Tilson Financial Group
New Jersey
-$7M -168,336 Closed
GMA
1834
Glassy Mountain Advisors
Maryland
-$4.76M -114,378 Closed
FWM
1835
Fortress Wealth Management
California
-$3.24M -77,928 Closed
HFRG
1836
Houlihan Financial Resource Group
Virginia
-$2.61M -62,796 Closed
BWM
1837
BCS Wealth Management
Tennessee
-$2.05M -49,374 Closed
GAM
1838
Grandview Asset Management
Pennsylvania
-$1.92M -46,140 Closed
SPP
1839
Single Point Partners
Massachusetts
-$1.61M -38,778 Closed
HF
1840
HRT Financial
New York
-$992K -23,874 Closed
Renaissance Technologies
1841
Renaissance Technologies
New York
-$848K -20,400 Closed
Qube Research & Technologies (QRT)
1842
Qube Research & Technologies (QRT)
United Kingdom
-$750K -18,042 Closed
LCWP
1843
Legacy Capital Wealth Partners
Arkansas
-$604K -14,538 Closed
Millennium Management
1844
Millennium Management
New York
-$599K -14,400 Closed
SFMG
1845
Sage Financial Management Group
Virginia
-$551K -13,260 Closed
PFA
1846
Petra Financial Advisors
Colorado
-$491K -11,808 Closed
FFG
1847
Frisch Financial Group
New York
-$380K -9,144 Closed
MIFH
1848
Migdal Insurance & Financial Holdings
Israel
-$299K -7,200 Closed
VDI
1849
Vaughan David Investments
Illinois
-$294K -7,062 Closed
DWM
1850
Drive Wealth Management
Utah
-$292K -7,014 Closed

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.