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Vanguard Growth ETF

2,041 hedge funds and large institutions have $72.1B invested in Vanguard Growth ETF in 2023 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 801 increasing their positions, 653 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 56

165% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $23.1M

25.53% more ownership

Funds ownership: 389.84%415.37% (+26%)

25% more capital invested

Capital invested by funds: $57.7B → $72.1B (+$14.4B)

23% more repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 653

17% more funds holding in top 10

Funds holding in top 10: 321376 (+55)

12% more funds holding

Funds holding: 1,8292,041 (+212)

Holders
2,041
Holders Change
+212
Holders Change %
+11.59%
% of All Funds
29.76%
Holding in Top 10
376
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+17.13%
% of All Funds
5.48%
New
296
Increased
801
Reduced
653
Closed
56
Calls
$61.1M
Puts
$23.1M
Net Calls
+$38M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
LVW Advisors
New York
$27.8M -$1.81M -37,596 -7%
CCM
227
Chaney Capital Management
Washington
$27.8M +$25.9M +536,808 New
FAP
228
Financial Advisory Partners
Florida
$27.6M +$760K +15,744 +3%
Franklin Resources
229
Franklin Resources
California
$27.6M +$5.57M +115,470 +28%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$27.5M +$24.7M +512,136 +2,672%
SIA
231
Schechter Investment Advisors
Michigan
$27.5M -$1.7M -35,184 -6%
IC
232
IEQ Capital
California
$27.3M +$3.74M +77,460 +17%
FAIM
233
Financial Advocates Investment Management
Washington
$27.2M +$6.88M +142,446 +37%
FPIS
234
Financial Planning & Information Services
Wisconsin
$26.5M +$1.27M +26,322 +5%
Vanguard Group
235
Vanguard Group
Pennsylvania
$26.5M +$10.9M +226,578 +80%
BF
236
BOK Financial
Oklahoma
$26.4M +$2.38M +49,278 +11%
ECM
237
Evergreen Capital Management
Washington
$26.1M +$295K +6,120 +1%
TPCW
238
TD Private Client Wealth
New York
$26M -$1.03M -21,360 -4%
QWP
239
Quotient Wealth Partners
Texas
$26M +$24.2M +501,660 New
CA
240
Cetera Advisors
Colorado
$25.9M +$2.57M +53,328 +12%
GFWA
241
Grey Fox Wealth Advisors
Delaware
$25.7M +$1.7M +35,118 +8%
TCM
242
TD Capital Management
Tennessee
$25.6M -$13K -270 -0.1%
PF
243
Parker Financial
Washington
$25.5M -$593K -12,282 -2%
AA
244
Aire Advisors
California
$25.3M -$526K -10,890 -2%
Loomis, Sayles & Company
245
Loomis, Sayles & Company
Massachusetts
$24.7M +$15.3M +317,424 +200%
BF
246
Blankinship & Foster
California
$24.3M -$98.2K -2,034 -0.4%
MAM
247
Mainsail Asset Management
Alabama
$24M +$22.3M +462,882 New
OPAM
248
Ocean Park Asset Management
California
$24M +$769K +15,936 +4%
RWRC
249
R.W. Roge & Company
New York
$23.8M +$435K +9,006 +2%
CWM
250
Capital Wealth Management
Rhode Island
$23.8M -$661K -13,704 -3%

VUG Hedge Fund Activity: Q4 2023 in Review

2,041 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2023, worth a combined $72.1B — up 25% from $57.7B a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new VUG positions and 56 closed out — a net gain of 240 holders — while 801 added to existing stakes and 653 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.91B. The largest seller was Strategic Investment Solutions, cutting an estimated $251M.

  • 2,041 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2023, up from 1,829 in Q3 2023.
  • Funds reported $72.1B of Vanguard Growth ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 296 funds opened new Vanguard Growth ETF positions in Q4 2023 and 56 closed out, a net change of +240 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.91B added.
  • The largest Vanguard Growth ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2023.