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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
OMC
1851
Overbrook Management Corp
New York
-$288K -6,936 Closed
LFA
1852
Legacy Financial Advisors
Kentucky
-$280K -6,732 Closed
IWM
1853
Iams Wealth Management
Nebraska
-$279K -6,438 Closed
N
1854
Nuveen
North Carolina
-$251K -6,030 Closed
HFS
1855
Hantz Financial Services
Michigan
-$248K -5,970 Closed
SAM
1856
Strategy Asset Managers
California
-$239K -5,760 Closed
Charles Schwab
1857
Charles Schwab
California
-$233K -5,616 Closed
UI
1858
Unconventional Investor
New Hampshire
-$217K -5,220 Closed
AWM
1859
Activest Wealth Management
Florida
-$205K -5,016 Closed
ADIM
1860
Alpha DNA Investment Management
Maryland
-$207K -4,968 Closed
AFG
1861
AFS Financial Group
Maryland
-$202K -4,860 Closed
GCWM
1862
Graham Capital Wealth Management
District of Columbia
-$549K -1,320 Closed
CG
1863
Cutler Group
California
-$52K -1,200 Closed
ST
1864
Sageworth Trust
Pennsylvania
-$34.2K -822 Closed
WIM
1865
WealthPlan Investment Management
Nebraska
-$26.2K -630 Closed
WC
1866
Wealth CMT
New Jersey
-$23K -564 Closed
GC
1867
Gould Capital
Washington
-$7.48K -180 Closed
CB
1868
CNB Bank
Pennsylvania
-$7.23K -174 Closed
QT
1869
Quantbot Technologies
New York
-$2.99K -72 Closed
MHR
1870
Matthew Hamilton Rosenberg
-$2K -48 Closed
MCI
1871
MRP Capital Investments
Georgia
-$1.75K -42 Closed
TFA
1872
Transamerica Financial Advisors
Florida
-$1K -6 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.