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Vanguard Growth ETF

1,585 hedge funds and large institutions have $42.5B invested in Vanguard Growth ETF in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 688 increasing their positions, 559 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $16.4M

23% more repeat investments, than reductions

Existing positions increased: 688 | Existing positions reduced: 559

3% less funds holding

Funds holding: 1,6351,585 (-50)

7% less funds holding in top 10

Funds holding in top 10: 259242 (-17)

18% less capital invested

Capital invested by funds: $51.7B → $42.5B (-$9.22B)

23% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 137

44.66% less ownership

Funds ownership: 425.97%381.31% (-45%)

Holders
1,585
Holders Change
-50
Holders Change %
-3.06%
% of All Funds
26.7%
Holding in Top 10
242
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.56%
% of All Funds
4.08%
New
106
Increased
688
Reduced
559
Closed
137
Calls
$40.7M
Puts
$16.4M
Net Calls
+$24.3M
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
RWRC
201
R.W. Roge & Company
New York
$17.8M +$2.35M +57,264 +14%
HIF
202
Hill Island Financial
Michigan
$17.8M +$1.15M +28,032 +6%
BHWM
203
Bay Harbor Wealth Management
Maryland
$17.7M -$742K -18,066 -4%
ACS
204
Archford Capital Strategies
Illinois
$17.5M +$510K +12,426 +3%
BMM
205
Berkshire Money Management
Massachusetts
$17.4M -$2.35M -57,246 -11%
KBFS
206
Kohmann Bosshard Financial Services
Ohio
$17.1M +$1.84M +44,730 +11%
SAM
207
Silvercrest Asset Management
New York
$17M +$8.67M +211,110 +86%
IC
208
IEQ Capital
California
$17M +$1.48M +36,132 +9%
FC
209
Forte Capital
New York
$16.9M +$8.76M +213,342 +88%
RSWM
210
Robertson Stephens Wealth Management
California
$16.7M +$6.14M +149,370 +50%
FAIM
211
Financial Advocates Investment Management
Washington
$16.4M +$3.59M +87,504 +25%
CG
212
Colony Group
Massachusetts
$16.4M +$9.9M +240,978 +120%
BFA
213
Beaumont Financial Advisors
Massachusetts
$16.4M -$64.1K -1,560 -0.4%
BF
214
BOK Financial
Oklahoma
$16.3M +$827K +20,136 +5%
RWP
215
RWA Wealth Partners
Massachusetts
$16.2M -$896K -21,798 -5%
AA
216
Aire Advisors
California
$15.9M +$1.81M +44,112 +11%
BCIM
217
Bishop & Co Investment Management
Pennsylvania
$15.9M -$111K -2,706 -0.6%
CAM
218
Cresset Asset Management
Illinois
$15.7M +$2.48M +60,336 +15%
NYLIM
219
New York Life Investment Management
New York
$15.7M +$17.4M +422,682 New
DC
220
Davenport & Co
Virginia
$15.6M +$181K +4,404 +1%
CA
221
CoreCap Advisors
Michigan
$15.5M -$1.04M -25,200 -6%
SF
222
Safeguard Financial
Wisconsin
$15.5M +$9.68M +235,662 +129%
SCA
223
Scott Capital Advisors
Oregon
$15.4M +$7.39M +179,850 +76%
DWA
224
Dougherty Wealth Advisers
Minnesota
$15.4M +$6.41M +155,946 +61%
EA
225
Evolution Advisers
Virginia
$15.3M -$241K -5,868 -1%

VUG Hedge Fund Activity: Q2 2022 in Review

1,585 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2022, worth a combined $42.5B — down 18% from $51.7B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of VUG and 106 opened new positions — a net loss of 31 holders — while 559 trimmed existing stakes and 688 added.

The largest buyer was Bank of America, adding an estimated $685M. The largest seller was CFS Investment Advisory Services, cutting an estimated $5.88B.

  • 1,585 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2022, down from 1,635 in Q1 2022.
  • Funds reported $42.5B of Vanguard Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 106 funds opened new Vanguard Growth ETF positions in Q2 2022 and 137 closed out, a net change of -31 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2022 was Bank of America, an estimated $685M added.
  • The largest Vanguard Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $5.88B sold.

Based on aggregated 13F filings for Q2 2022.