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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
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$25.1M -$8.06M -207,294 -26%
AA
177
Axiom Advisory
California
$25.1M +$580K +14,910 +3%
JCM
178
Jacobsen Capital Management
Utah
$25M -$4.17M -107,250 -15%
PA
179
Procyon Advisors
Connecticut
$24.9M -$9.91M -254,700 -30%
SIA
180
Schechter Investment Advisors
Michigan
$24.9M +$378K +9,708 +2%
VWM
181
Venturi Wealth Management
Texas
$24.8M +$22.5M +579,414 +3,385%
SCI
182
Stableford Capital II
Arizona
$24.7M +$27.1M +696,678 New
BSWA
183
Bromfield Sneider Wealth Advisors
Massachusetts
$24.7M -$169K -4,356 -0.7%
CWA
184
Cornerstone Wealth Advisors
Minnesota
$24.7M -$556K -14,292 -2%
TPCW
185
TD Private Client Wealth
New York
$24.6M -$1.74M -44,844 -7%
MFG
186
Magnus Financial Group
New York
$24.3M -$166K -4,278 -0.7%
FHA
187
First Horizon Advisors
Tennessee
$24.2M +$567K +14,568 +3%
BDWCC
188
B&D White Capital Company
Texas
$24.2M +$22.6M +581,706 New
SAM
189
SP Asset Management
California
$23.6M +$63.7K +1,638 +0.3%
SIA
190
Strategic Investment Advisors
Michigan
$23.5M +$2.15M +55,398 +11%
FPIS
191
Financial Planning & Information Services
Wisconsin
$23.3M -$1.51M -38,952 -6%
NAM
192
Nissay Asset Management
Japan
$23.3M +$21.8M +561,414 New
ACS
193
Archford Capital Strategies
Illinois
$23.3M +$3.74M +96,036 +20%
WFM
194
Wolff Financial Management
Michigan
$23.2M +$4.24M +108,900 +24%
CAC
195
Certified Advisory Corp
Florida
$23M +$921K +23,670 +4%
ODIJL
196
One Day In July LLC
Vermont
$22.9M +$1.36M +35,004 +7%
PI
197
PFS Investments
Georgia
$22.4M -$610K -15,690 -3%
EWA
198
EverSource Wealth Advisors
Alabama
$22.3M +$1.89M +48,594 +10%
CSPAM
199
Cary Street Partners Asset Management
Virginia
$22.2M +$19.4M +499,002 +174%
PA
200
PFG Advisors
Arizona
$22.1M +$170K +4,362 +0.8%

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.