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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
SIA
201
Schechter Investment Advisors
Michigan
$26.9M -$1.21M -27,804 -5%
PA
202
PFG Advisors
Arizona
$26.7M +$1.43M +32,874 +6%
LA
203
LVW Advisors
New York
$26.3M -$2.49M -57,486 -9%
CG
204
Colony Group
Massachusetts
$25.9M +$5.48M +126,402 +30%
PFPT
205
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.8M +$1.22M +28,224 +5%
SAM
206
Silvercrest Asset Management
New York
$25.7M +$1.38M +31,782 +6%
RSWM
207
Robertson Stephens Wealth Management
California
$25.6M +$4.4M +101,370 +23%
ODIJL
208
One Day In July LLC
Vermont
$25.4M -$478K -11,016 -2%
TPCW
209
TD Private Client Wealth
New York
$25.3M -$2.41M -55,506 -9%
SCA
210
Scott Capital Advisors
Oregon
$25.3M +$1.14M +26,394 +5%
SCP
211
Stevens Capital Partners
Nebraska
$25.2M +$5.32M +122,640 +30%
PCA
212
Prosperity Capital Advisors
Ohio
$25.2M +$1.9M +43,800 +9%
Members Trust
213
Members Trust
Florida
$24.4M -$5.28M -121,788 -19%
FAP
214
Financial Advisory Partners
Florida
$24.3M -$356K -8,214 -2%
DC
215
Davenport & Co
Virginia
$24.1M +$649K +14,964 +3%
PI
216
PFS Investments
Georgia
$24.1M -$1.39M -32,166 -6%
ECM
217
Evergreen Capital Management
Washington
$23.8M +$794K +18,306 +4%
AA
218
Aire Advisors
California
$23.8M -$378K -8,712 -2%
FPIS
219
Financial Planning & Information Services
Wisconsin
$23.7M -$2.55M -58,740 -10%
CAM
220
Clark Asset Management
New Hampshire
$23.5M +$2.32M +53,592 +12%
TCM
221
TD Capital Management
Tennessee
$23.4M -$3.12K -72 -0%
PA
222
Procyon Advisors
Connecticut
$23.3M -$4.55M -104,904 -18%
PF
223
Parker Financial
Washington
$23M +$546K +12,582 +3%
CWM
224
Capital Wealth Management
Rhode Island
$22.7M -$347K -7,992 -2%
DWA
225
Dougherty Wealth Advisers
Minnesota
$22.6M -$158K -3,636 -0.8%

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.