We are live on ! Find out more
VUG icon

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
MSWMA
351
Market Street Wealth Management Advisors
Indiana
$15M +$14M +289,116 New
MIA
352
Milestone Investment Advisors
Wisconsin
$14.9M +$117K +2,424 +0.8%
AT
353
American Trust
Kentucky
$14.8M +$13.8M +285,054 New
BDF
354
Black Diamond Financial
Maryland
$14.7M -$408K -8,460 -3%
TDWM
355
Topel & Distasi Wealth Management
California
$14.6M -$1.3M -26,982 -9%
CSPAM
356
Cary Street Partners Asset Management
Virginia
$14.6M -$6.8M -140,952 -33%
LSPW
357
Lake Street Private Wealth
Illinois
$14.4M +$2.25M +46,692 +20%
TCPWM
358
Traverso Chambers Private Wealth Management
California
$14.4M +$231K +4,782 +2%
MCM
359
Manchester Capital Management
Vermont
$14.4M +$57.6K +1,194 +0.4%
FF
360
Francis Financial
$14.4M +$1.1M +22,686 +9%
JFA
361
JNBA Financial Advisors
Minnesota
$14.3M +$1.03M +21,330 +8%
YCG
362
Yeomans Consulting Group
Georgia
$14.2M +$13.2M +273,870 New
MWM
363
Meridian Wealth Management
Kentucky
$14.2M +$1.27M +26,340 +11%
WAAG
364
Wealth Alliance Advisory Group
Kansas
$14.1M +$161K +3,342 +1%
REMPR
365
Roof Eidam Maycock Peralta (REMP)
California
$14.1M -$424K -8,784 -3%
RF
366
Robinswood Financial
Washington
$14.1M +$65.7K +1,362 +0.5%
PP
367
Prosperity Planning
Missouri
$14M +$293K +6,072 +2%
Wealthfront Advisers
368
Wealthfront Advisers
California
$13.9M +$2.29M +47,370 +21%
BCMLT
369
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9M +$2.64M +54,654 +22%
RA
370
RFG Advisory
Alabama
$13.9M +$155K +3,216 +1%
BBA
371
BLB&B Advisors
Pennsylvania
$13.8M -$11.6K -240 -0.1%
GWM
372
Gray Wealth Management
Maine
$13.8M +$617K +12,780 +5%
SVCP
373
Silicon Valley Capital Partners
California
$13.8M -$181K -3,756 -1%
CIA
374
Concurrent Investment Advisors
Florida
$13.8M +$12.8M +265,470 New
PWS
375
Peterson Wealth Services
Utah
$13.6M +$12.7M +263,346 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.