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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
Bank of America
1
Bank of America
North Carolina
$8.59B +$685M +16,671,246 +8%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.84B +$340M +8,279,970 +9%
Morgan Stanley
3
Morgan Stanley
New York
$2.54B +$86.9M +2,116,398 +3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.51B +$74.3M +1,808,286 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.12B +$3.29M +80,088 +0.1%
UBS Group
6
UBS Group
Switzerland
$1.21B -$59.4M -1,445,676 -4%
LPL Financial
7
LPL Financial
California
$945M +$53.9M +1,311,852 +5%
TF
8
TIAA FSB
Florida
$847M +$44.6M +1,085,928 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$763M -$6.45M -156,984 -0.8%
Wells Fargo
10
Wells Fargo
California
$665M +$50.8M +1,237,530 +7%
EWA
11
EP Wealth Advisors
California
$569M +$68M +1,656,258 +12%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$565M +$7.31M +178,014 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$534M -$1.04M -25,284 -0.2%
Ameriprise
14
Ameriprise
Minnesota
$532M -$67.9M -1,652,712 -10%
DADC
15
D.A. Davidson & Co
Montana
$400M +$8.51M +207,060 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$369M +$7.53M +183,252 +2%
UCFA
17
United Capital Financial Advisors
Texas
$345M -$3.14M -76,320 -0.8%
SEI Investments
18
SEI Investments
Pennsylvania
$344M -$3.44M -83,730 -0.9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$307M +$32M +778,890 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$263M +$603K +14,688 +0.2%
Goldman Sachs
21
Goldman Sachs
New York
$260M +$18.7M +453,978 +7%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$257M +$25.8M +628,182 +10%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$245M +$22.8M +554,010 +9%
MFG
24
Merit Financial Group
Georgia
$240M +$19.6M +476,100 +8%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$224M +$3.67M +89,334 +2%

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.