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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
CA
326
CoreCap Advisors
Michigan
$16.5M -$282K -5,832 -2%
SL
327
Salomon & Ludwin
Virginia
$16.4M
CB
328
Commerce Bank
Missouri
$16.4M +$327K +6,780 +2%
AF
329
Advisornet Financial
Minnesota
$16.3M +$3.46M +71,628 +29%
KBFS
330
Kohmann Bosshard Financial Services
Ohio
$16.3M +$43.7K +906 +0.3%
SFM
331
Signet Financial Management
New Jersey
$16.3M -$303K -6,282 -2%
E
332
ETFidea
New York
$16.3M +$290 +6 +0%
PWMG
333
Prestige Wealth Management Group
New Jersey
$16.1M -$101K -2,088 -0.7%
FI
334
Financial Insights
Washington
$15.9M -$166K -3,432 -1%
IWP
335
IAG Wealth Partners
Wisconsin
$15.9M -$55.9K -1,158 -0.4%
RIA
336
Regal Investment Advisors
Michigan
$15.8M +$4.05K +84 +0%
MA
337
Mutual Advisors
Nebraska
$15.8M +$3.46M +71,754 +31%
TC
338
TownSquare Capital
Utah
$15.7M +$1.31M +27,240 +10%
AWMNH
339
Arcadia Wealth Management (New Hampshire)
New Hampshire
$15.7M +$1.22M +25,212 +9%
SFG
340
Sovereign Financial Group
Connecticut
$15.6M +$1.74M +36,120 +14%
DWP
341
Destiny Wealth Partners
Florida
$15.6M +$619K +12,834 +4%
IWA
342
IVC Wealth Advisors
Pennsylvania
$15.5M -$327K -6,774 -2%
IA
343
IFP Advisors
Florida
$15.4M -$3.5M -72,540 -20%
H
344
HoyleCohen
California
$15.4M +$1.07M +22,218 +8%
JIC
345
Joel Isaacson & Co
New York
$15.3M +$1.12M +23,100 +8%
Neuberger Berman Group
346
Neuberger Berman Group
New York
$15.3M +$9.56K +198 +0.1%
MCM
347
MAI Capital Management
Ohio
$15.2M -$735K -15,234 -5%
SFS
348
Sowell Financial Services
Arkansas
$15.2M -$2.11M -43,800 -13%
BSSFA
349
Baron Silver Stevens Financial Advisors
Florida
$15M -$382K -7,908 -3%
TC
350
Tenret Company
Florida
$15M +$14M +289,740 New

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.