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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
APC
301
Aspire Private Capital
North Carolina
$18.8M +$187K +3,882 +1%
MOS
302
MGO One Seven
Ohio
$18.7M +$15M +310,848 +611%
LWM
303
Ledge Wealth Management
Minnesota
$18.6M +$193K +4,002 +1%
TFG
304
Taylor Financial Group
Virginia
$18.6M +$17.3M +358,764 New
ACM
305
Advisors Capital Management
New Jersey
$18.3M +$3.1M +64,200 +22%
MMPW
306
Mitchell McLeod Pugh & Williams
Alabama
$18.2M -$554K -11,478 -3%
OWA
307
Octavia Wealth Advisors
Ohio
$18.1M +$490K +10,146 +3%
OC
308
Oppenheimer & Co
New York
$18M +$758K +15,708 +5%
WA
309
Waterford Advisors
New York
$17.9M -$78.2K -1,620 -0.5%
RPWA
310
Regent Peak Wealth Advisors
Georgia
$17.9M -$429K -8,892 -3%
MAM
311
Meeder Asset Management
Ohio
$17.7M -$424K -8,790 -3%
SFI
312
SPC Financial Inc
Maryland
$17.7M -$1.27M -26,394 -7%
SJGA
313
Stephen J. Garry & Associates
New York
$17.7M +$16.5M +341,544 New
EHC
314
Everett Harris & Co
California
$17.7M +$135K +2,796 +0.8%
CFG
315
Clayton Financial Group
Missouri
$17.6M +$16.4M +339,252 New
ABC
316
Associated Banc-Corp
Wisconsin
$17.5M +$209K +4,320 +1%
IWC
317
Integrated Wealth Concepts
Massachusetts
$17.4M +$1.05M +21,678 +7%
JWCA
318
J.W. Cole Advisors
Florida
$17.3M +$1.9M +39,456 +13%
VC
319
Veery Capital
Delaware
$17.3M -$1.66M -34,392 -9%
NOI
320
Newton One Investments
Delaware
$17.1M +$310K +6,432 +2%
SC
321
Scotia Capital
Ontario, Canada
$17M +$28.1K +582 +0.2%
AWM
322
Axxcess Wealth Management
California
$16.8M -$376K -7,782 -2%
MA
323
MONECO Advisors
Connecticut
$16.8M +$4.98M +103,260 +47%
MSA
324
Marino Stram & Associates
Massachusetts
$16.7M +$279K +5,772 +2%
FH
325
FWG Holdings
Florida
$16.5M +$4.18M +86,604 +37%

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.