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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
Bank of America
1
Bank of America
North Carolina
$10.8B +$562M +14,459,136 +6%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.67B -$37.9M -975,138 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$2.97B -$62.2M -1,599,114 -2%
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.9B -$13.9M -358,446 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.5B +$73M +1,876,734 +3%
UBS Group
6
UBS Group
Switzerland
$1.33B +$20.1M +517,350 +2%
LPL Financial
7
LPL Financial
California
$1.04B -$67.6M -1,739,394 -7%
TF
8
TIAA FSB
Florida
$897M +$12M +309,786 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$809M -$14.7M -377,370 -2%
Wells Fargo
10
Wells Fargo
California
$770M +$15M +385,104 +2%
RWP
11
RWA Wealth Partners
Massachusetts
$719M +$15.1M +388,866 +2%
Ameriprise
12
Ameriprise
Minnesota
$695M +$4.76M +122,304 +0.7%
MCCA
13
Mill Creek Capital Advisors
Pennsylvania
$630M -$4.57M -117,528 -0.8%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$627M -$2.77M -71,268 -0.5%
DADC
15
D.A. Davidson & Co
Montana
$487M +$19.7M +506,526 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$470M +$5.26M +135,132 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$458M -$120M -3,088,374 -22%
SEI Investments
18
SEI Investments
Pennsylvania
$412M +$22.9M +587,850 +6%
Goldman Sachs
19
Goldman Sachs
New York
$395M -$39.1M -1,005,258 -10%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$391M +$50M +1,285,326 +16%
UCFA
21
United Capital Financial Advisors
Texas
$388M +$10.3M +264,708 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$378M -$28.4M -730,632 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$368M +$9.91M +254,784 +3%
EWA
24
EP Wealth Advisors
California
$361M -$84.8M -2,179,650 -12%
Mariner
25
Mariner
Kansas
$289M +$18M +461,580 +7%

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.