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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
TFA
251
Tobias Financial Advisors
Florida
$23.8M -$84.6K -1,752 -0.4%
AHC
252
Anderson Hoagland & Co
Missouri
$23.6M +$16.2K +336 +0.1%
DC
253
DeDora Capital
California
$23.3M -$42.6K -882 -0.2%
WP
254
Wealthspan Partners
Iowa
$22.8M +$463K +9,582 +2%
FTS
255
Fifth Third Securities
Ohio
$22.7M +$2.68M +55,428 +14%
SIS
256
Strategic Investment Solutions
Illinois
$22.6M -$251M -5,201,406 -92%
WIC
257
Whitegate Investment Counselors
New Hampshire
$22.6M -$11K -228 -0.1%
ACM
258
AlphaStar Capital Management
North Carolina
$22.5M +$3.18M +65,826 +43%
EA
259
Evolution Advisers
Virginia
$22.5M +$268K +5,556 +1%
TW
260
Towerpoint Wealth
California
$22.4M -$375K -7,770 -2%
BCIM
261
Bishop & Co Investment Management
Pennsylvania
$22.4M +$20.8M +431,484 New
HIF
262
Hill Island Financial
Michigan
$22.2M +$359K +7,440 +2%
OBWG
263
Onyx Bridge Wealth Group
New York
$21.9M +$2.68M +55,554 +15%
LFGO
264
Legacy Financial Group (Oklahoma)
Oklahoma
$21.9M +$1.2M +24,798 +6%
PA
265
Procyon Advisors
Connecticut
$21.9M -$708K -14,658 -3%
GA
266
GoalVest Advisory
New York
$21.8M +$5.72M +118,434 +39%
CCM
267
Cambridge Capital Management
Illinois
$21.7M +$20.2M +418,662 New
MFIM
268
Mesirow Financial Investment Management
Illinois
$21.7M +$20.2M +418,194 New
Brown Advisory
269
Brown Advisory
Maryland
$21.7M -$145K -3,006 -0.7%
BHWM
270
Bay Harbor Wealth Management
Maryland
$21.6M -$938K -19,428 -4%
SWA
271
Stratos Wealth Advisors
Ohio
$21.4M +$2.02M +41,934 +11%
EIP
272
Ellis Investment Partners
Pennsylvania
$21.3M +$572K +11,856 +3%
TCM
273
Towneley Capital Management
California
$21.2M +$19.7M +408,726 New
RA
274
Rise Advisors
New York
$21.1M -$7.84M -162,372 -42%
PCIA
275
Prime Capital Investment Advisors
Kansas
$21M +$15.8M +328,086 +428%

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.