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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
MBTD
376
Mechanics Bank - Trust Department
California
$13.6M -$1.64M -33,960 -11%
IAG
377
Investment Advisory Group
Massachusetts
$13.3M +$676K +14,010 +6%
HFW
378
Horizon Family Wealth
Illinois
$13.2M -$195K -4,044 -2%
ATC
379
Advantage Trust Company
Kansas
$13.2M +$12.3M +254,058 New
PRWA
380
Platte River Wealth Advisors
Colorado
$13.2M +$1.18M +24,438 +11%
DWMS
381
Dominguez Wealth Management Solutions
Virginia
$13.1M -$153K -3,168 -1%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$13.1M +$3.01M +62,448 +33%
AWA
383
Arete Wealth Advisors
Illinois
$13M +$11.3M +234,216 +1,451%
PA
384
Planning Alternatives
Michigan
$12.8M -$150K -3,108 -1%
KCM
385
Kennicott Capital Management
California
$12.8M +$4.63K +96 +0%
DFG
386
Delta Financial Group
New Jersey
$12.8M -$1.16K -24 -0%
TCA
387
Taconic Capital Advisors
New York
$12.7M
FA
388
FC Advisory
Pennsylvania
$12.7M -$66K -1,368 -0.6%
KNFPWM
389
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$12.7M +$11.8M +244,692 New
HI
390
Harbour Investments
Wisconsin
$12.5M +$453K +9,378 +4%
BCA
391
Bay Colony Advisors
Massachusetts
$12.5M +$380K +7,866 +3%
DI
392
DDFG Inc
California
$12.4M -$210K -4,356 -2%
Citadel Advisors
393
Citadel Advisors
Florida
$12.4M +$11.5M +238,020 +16,061%
GDP
394
Great Diamond Partners
Maine
$12.3M -$35K -726 -0.3%
SWP
395
Stratos Wealth Partners
Ohio
$12.3M +$1.63M +33,792 +17%
AG
396
Ascent Group
Virginia
$12.3M -$547K -11,328 -5%
RA
397
Rodgers & Associates
Pennsylvania
$12.3M -$296K -6,126 -3%
GAG
398
Goodman Advisory Group
Massachusetts
$12.1M +$11.3M +233,232 New
CWP
399
Cyndeo Wealth Partners
Florida
$11.9M -$1.92M -39,798 -15%
CSWM
400
Cassady Schiller Wealth Management
Ohio
$11.9M +$1.11M +23,070 +11%

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.