We are live on ! Find out more
VUG icon

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
Bank of America
1
Bank of America
North Carolina
$11.7B -$539M -12,434,520 -5%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$5.18B -$105M -2,416,716 -2%
Morgan Stanley
3
Morgan Stanley
New York
$3.37B -$4.41M -101,598 -0.1%
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.96B -$306M -7,062,210 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.84B +$2.78M +64,086 +0.1%
UBS Group
6
UBS Group
Switzerland
$1.52B +$1.33M +30,642 +0.1%
LPL Financial
7
LPL Financial
California
$1.23B +$46.4M +1,069,266 +4%
TF
8
TIAA FSB
Florida
$988M -$27M -621,552 -3%
EWA
9
EP Wealth Advisors
California
$917M -$604M -13,923,924 -89%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$892M -$23.6M -543,144 -3%
Wells Fargo
11
Wells Fargo
California
$882M +$7.8M +179,796 +1%
Ameriprise
12
Ameriprise
Minnesota
$844M +$49.7M +1,146,384 +7%
RWP
13
RWA Wealth Partners
Massachusetts
$760M -$51.6M -1,189,554 -7%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$715M +$932K +21,492 +0.1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$686M -$23.5M -541,722 -4%
DADC
16
D.A. Davidson & Co
Montana
$555M +$2.34M +53,916 +0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$529M -$3.83M -88,332 -0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$521M +$1.77M +40,920 +0.4%
SEI Investments
19
SEI Investments
Pennsylvania
$470M +$2.32M +53,508 +0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$457M +$11.9M +275,490 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$457M +$26.2M +605,238 +7%
Goldman Sachs
22
Goldman Sachs
New York
$438M -$8.86M -204,192 -2%
UCFA
23
United Capital Financial Advisors
Texas
$419M -$20.1M -463,062 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$390M -$25.7M -592,686 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$361M -$75.3M -1,735,824 -18%

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.