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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
ZCM
451
Ziegler Capital Management
Illinois
$9.49M +$7.94M +164,478 +880%
RBC
452
Romano Brothers & Co
Illinois
$9.39M +$937K +19,410 +12%
PG
453
Prostatis Group
Maryland
$9.37M +$2.02M +41,928 +30%
SFA
454
Semmax Financial Advisors
North Carolina
$9.33M +$326K +6,744 +4%
CWM
455
Cranbrook Wealth Management
Michigan
$9.33M +$40K +828 +0.5%
MA
456
MCF Advisors
Kentucky
$9.32M +$4.05K +84 +0%
SAMT
457
Select Asset Management & Trust
Pennsylvania
$9.19M +$1.9M +39,348 +29%
SW
458
SVB Wealth
Massachusetts
$9.18M +$4.91M +101,646 +135%
ECA
459
Elevated Capital Advisors
Utah
$9.16M +$165K +3,420 +2%
SHWM
460
Smith & Howard Wealth Management
Georgia
$9.16M +$235K +4,860 +3%
SF
461
SWP Financial
California
$9.12M +$8.49M +175,920 New
JWM
462
Jackson Wealth Management
Florida
$9.1M +$8.48M +175,662 New
AWM
463
Aries Wealth Management
Maine
$9.07M +$1.38M +28,620 +20%
WHG
464
Westwood Holdings Group
Texas
$9.06M -$20.3K -420 -0.2%
GCAC
465
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.05M
CWM
466
Congress Wealth Management
Massachusetts
$9.03M +$273K +5,658 +3%
Koshinski Asset Management
467
Koshinski Asset Management
Illinois
$9.02M +$88.9K +1,842 +1%
AM
468
AGF Management
Ontario, Canada
$9M +$35.9K +744 +0.4%
BWFA
469
Baltimore-Washington Financial Advisors
Maryland
$8.99M +$737K +15,276 +10%
HCM
470
Howard Capital Management
Georgia
$8.99M -$7.55M -156,492 -47%
WCA
471
Waypoint Capital Advisors
Minnesota
$8.93M +$654K +13,554 +9%
CPRC
472
Consolidated Portfolio Review Corp
New York
$8.85M -$853K -17,664 -9%
ACA
473
Aptus Capital Advisors
Alabama
$8.83M +$2.48M +51,282 +43%
FLA
474
Financial Life Advisors
Texas
$8.8M -$359K -7,434 -4%
IWS
475
Integrity Wealth Solutions
Colorado
$8.77M +$8.17M +169,254 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.