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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
BWM
176
Brickley Wealth Management
California
$33.1M +$21.9K +504 +0.1%
PWP
177
Principle Wealth Partners
Connecticut
$32.2M -$567K -13,074 -2%
AIS
178
American Investment Services
Massachusetts
$31.6M -$3.46M -79,884 -11%
BWM
179
Benchmark Wealth Management
Connecticut
$31.1M +$1.7M +39,210 +6%
SI
180
Stephens Inc
Arkansas
$30.9M +$52.3K +1,206 +0.2%
ACA
181
Affinity Capital Advisors
California
$30.9M +$748K +17,250 +3%
PPP
182
Private Portfolio Partners
New Jersey
$30.7M -$474K -10,920 -2%
BDWCC
183
B&D White Capital Company
Texas
$30.5M +$2.79M +64,302 +11%
JCM
184
Jacobsen Capital Management
Utah
$30.3M +$1.77M +40,908 +7%
TNBTD
185
Trustmark National Bank Trust Department
Mississippi
$30.1M +$1.48M +34,206 +6%
GG
186
Gleason Group
Kentucky
$30.1M +$346K +7,968 +1%
GG
187
GenWealth Group
New Jersey
$29.5M +$137K +3,150 +0.5%
AA
188
Axiom Advisory
California
$29M +$462K +10,650 +2%
GSIS
189
Global Strategic Investment Solutions
Arizona
$28.4M -$213K -4,908 -0.8%
MFG
190
Magnus Financial Group
New York
$28.3M +$666K +15,354 +3%
EWA
191
EverSource Wealth Advisors
Alabama
$28.1M +$2.52M +58,176 +11%
CWA
192
Cornerstone Wealth Advisors
Minnesota
$27.8M -$150K -3,468 -0.6%
BSWA
193
Bromfield Sneider Wealth Advisors
Massachusetts
$27.7M -$328K -7,554 -1%
KPWS
194
Kestra Private Wealth Services
Texas
$27.6M +$3.31M +76,308 +15%
FHA
195
First Horizon Advisors
Tennessee
$27.5M +$30.7K +708 +0.1%
ACS
196
Archford Capital Strategies
Illinois
$27.5M +$156K +3,594 +0.6%
CFA
197
Cahill Financial Advisors
Minnesota
$27.4M +$10.1M +231,972 +66%
CAC
198
Certified Advisory Corp
Florida
$27.2M +$966K +22,272 +4%
AAP
199
Arax Advisory Partners
Colorado
$27.1M +$6.95M +160,230 +39%
SAM
200
SP Asset Management
California
$27M +$171K +3,948 +0.7%

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.