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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
AA
426
Addison Advisors
Vermont
$10.4M +$329K +6,810 +4%
C
427
CEDRUS
Colorado
$10.4M +$206K +4,278 +2%
BSW
428
Buckingham Strategic Wealth
Missouri
$10.4M +$563K +11,658 +6%
CAL
429
Capital Analysts LLC
Pennsylvania
$10.4M +$250K +5,184 +3%
MPCG
430
Matrix Private Capital Group
New York
$10.2M +$156K +3,222 +2%
SA
431
Scarborough Advisors
Maryland
$10.2M -$185K -3,834 -2%
SCA
432
Snowden Capital Advisors
New York
$10.2M -$71K -1,470 -0.7%
NFG
433
Nations Financial Group
Iowa
$10.1M +$627K +12,984 +7%
SAG
434
SageView Advisory Group
California
$10.1M -$29.8K -618 -0.3%
FHC
435
First Heartland Consultants
Missouri
$10.1M -$229K -4,740 -2%
LC
436
Lindbrook Capital
California
$10.1M +$972K +20,130 +12%
CGL
437
Clarius Group LLC
Washington
$10.1M -$619K -12,828 -6%
TWM
438
Thrive Wealth Management
Pennsylvania
$10.1M -$381K -7,890 -4%
MFGP
439
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.99M +$523K +10,830 +6%
KDA
440
Kraft Davis & Associates
Missouri
$9.93M +$700K +14,496 +9%
SF
441
Synovus Financial
Georgia
$9.89M -$50.4K -1,044 -0.5%
Mirae Asset Global Investments
442
Mirae Asset Global Investments
South Korea
$9.89M -$550K -11,400 -6%
HWM
443
Hohimer Wealth Management
Washington
$9.83M +$581K +12,042 +7%
BFG
444
Berger Financial Group
Minnesota
$9.82M -$16.5K -342 -0.2%
UB
445
UMB Bank
Missouri
$9.79M -$238K -4,926 -3%
KWM
446
Kingsview Wealth Management
Oregon
$9.79M +$1.19M +24,690 +15%
JFG
447
JMG Financial Group
Illinois
$9.73M -$600K -12,420 -6%
CAL
448
Capital Advisors Ltd
Ohio
$9.67M
WFA
449
Websterrogers Financial Advisors
South Carolina
$9.62M -$4.55M -94,242 -34%
EL
450
EWA LLC
Pennsylvania
$9.56M +$3.79M +78,516 +82%

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.