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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
NW
401
NewEdge Wealth
Pennsylvania
$11.7M +$969K +20,076 +10%
SWA
402
Safir Wealth Advisors
New Hampshire
$11.7M -$313K -6,480 -3%
M&T Bank
403
M&T Bank
New York
$11.7M +$231K +4,794 +2%
OW
404
Olistico Wealth
Oklahoma
$11.7M +$1.06M +21,978 +11%
LRIA
405
Leonard Rickey Investment Advisors
Washington
$11.7M -$48.9K -1,014 -0.4%
FHA
406
Flagship Harbor Advisors
Massachusetts
$11.6M +$787K +16,308 +8%
RFG
407
REAP Financial Group
Texas
$11.6M +$10.8M +223,476 New
CFGS
408
Concourse Financial Group Securities
Alabama
$11.6M -$125K -2,586 -1%
LFP
409
Leeward Financial Partners
Washington
$11.5M -$1.2M -24,882 -10%
Fisher Asset Management
410
Fisher Asset Management
Washington
$11.3M -$2.68M -55,518 -20%
CCA
411
Cora Capital Advisors
New Jersey
$11.2M +$156K +3,228 +2%
FCG
412
Financial Connections Group
California
$11.2M +$10.4M +215,580 New
FCI
413
Financial Counselors Inc
Kansas
$11.2M -$79.4K -1,644 -0.8%
TFG
414
Tilson Financial Group
New Jersey
$11.1M +$1M +20,718 +11%
2L
415
25 LLC
Missouri
$11.1M +$113K +2,340 +1%
LIG
416
Lokken Investment Group
Delaware
$11.1M +$287K +5,940 +3%
HWM
417
Howard Wealth Management
Connecticut
$11M +$142K +2,934 +1%
SHF
418
Stage Harbor Financial
Massachusetts
$11M +$10.2M +212,076 New
BA
419
Bristlecone Advisors
Washington
$10.9M +$68.9K +1,428 +0.7%
GAM
420
Gemmer Asset Management
California
$10.8M +$116K +2,394 +1%
PIA
421
Pinion Investment Advisors
Kansas
$10.8M +$3.35M +69,360 +50%
HWMG
422
Hurlow Wealth Management Group
Indiana
$10.8M -$214K -4,434 -2%
GCP
423
Gill Capital Partners
Colorado
$10.7M +$208K +4,308 +2%
MSA
424
McAlister Sweet & Associates
Texas
$10.6M -$2.08M -43,128 -17%
QCM
425
QRG Capital Management
Illinois
$10.5M -$341K -7,062 -3%

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.