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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
FAN
276
Financial Advisors Network
California
$20.9M -$549K -11,364 -3%
HHWM
277
Hiley Hunt Wealth Management
Nebraska
$20.7M +$19.3M +400,260 New
CFS
278
Cannon Financial Strategists
Georgia
$20.7M +$257K +5,322 +1%
BFA
279
Beaumont Financial Advisors
Massachusetts
$20.7M -$460K -9,534 -2%
LNC
280
Lincoln National Corp
Pennsylvania
$20.6M +$545K +11,298 +3%
GVAG
281
Great Valley Advisor Group
Delaware
$20.5M +$934K +19,350 +5%
PFS
282
Prospera Financial Services
Texas
$20.4M +$2.56M +53,106 +16%
TW
283
TritonPoint Wealth
Maryland
$20.3M +$18.9M +391,446 New
SFP
284
Sandbox Financial Partners
Maryland
$20.3M +$608K +12,594 +3%
NFW
285
Noble Family Wealth
Florida
$20.2M -$666K -13,794 -3%
HWM
286
HB Wealth Management
Georgia
$20.1M +$1.06M +21,942 +6%
WF
287
Warner Financial
Maryland
$20.1M +$515K +10,674 +3%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$20M -$611K -12,666 -3%
Members Trust
289
Members Trust
Florida
$19.9M -$8.32M -172,326 -31%
FPF
290
First Pacific Financial
Washington
$19.8M -$30.1K -624 -0.2%
AAS
291
Ameritas Advisory Services
Nebraska
$19.8M -$2.93M -60,756 -14%
ACC
292
Acorn Creek Capital
Colorado
$19.7M +$18.4M +381,042 New
SIM
293
Stratos Investment Management
Ohio
$19.7M -$1.51M -31,338 -8%
AA
294
Advisory Alpha
Michigan
$19.5M -$445K -9,228 -2%
BFA
295
Bragg Financial Advisors
North Carolina
$19.3M +$309K +6,402 +2%
BMM
296
Berkshire Money Management
Massachusetts
$19.3M -$251K -5,208 -1%
HWA
297
Heartwood Wealth Advisors
Virginia
$19.3M -$432K -8,952 -2%
GRP
298
Global Retirement Partners
California
$19.1M -$1.26M -26,040 -7%
FIA
299
Foundations Investment Advisors
Arizona
$19M -$2.36M -48,936 -12%
HIM
300
Hanlon Investment Management
New Jersey
$18.9M -$2.39M -49,566 -12%

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.