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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
HighTower Advisors
26
HighTower Advisors
Illinois
$390M +$23.4M +483,846 +7%
BL
27
Balentine LLC
Georgia
$379M +$89.1M +1,846,326 +34%
PWP
28
Perfromance Wealth Partners
Illinois
$365M +$18.6M +385,986 +6%
Osaic Holdings
29
Osaic Holdings
Arizona
$362M -$128M -2,652,558 -28%
Truist Financial
30
Truist Financial
North Carolina
$352M +$16.6M +343,662 +5%
MWM
31
Mission Wealth Management
California
$303M +$2.01M +41,544 +0.7%
CL
32
Choreo LLC
Illinois
$297M -$2.13M -44,226 -0.8%
RJA
33
Raymond James & Associates
Florida
$297M +$18.8M +389,568 +7%
MWM
34
Modera Wealth Management
New Jersey
$287M +$23.2M +481,644 +10%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$284M +$1.62M +33,528 +0.6%
MML Investors Services
36
MML Investors Services
Massachusetts
$228M +$14.4M +298,608 +7%
Charles Schwab
37
Charles Schwab
California
$221M -$19.6M -406,794 -9%
NFC
38
Northeast Financial Consultants
Connecticut
$218M +$6.47M +134,076 +3%
Stifel Financial
39
Stifel Financial
Missouri
$216M +$2.1M +43,416 +1%
MFG
40
Merit Financial Group
Georgia
$215M +$2.73M +56,544 +1%
CIAS
41
CBIZ Investment Advisory Services
Ohio
$206M -$2.22M -46,080 -1%
EH
42
Equitable Holdings
New York
$206M -$6.34M -131,424 -3%
SEIA
43
Signature Estate & Investment Advisors
California
$203M +$1.16M +23,940 +0.6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$200M -$7.86M -162,900 -4%
UCFA
45
United Capital Financial Advisors
Texas
$186M -$109M -2,255,364 -39%
WA
46
Waverly Advisors
Alabama
$180M +$12M +248,022 +8%
MGIA
47
Moneta Group Investment Advisors
Missouri
$178M +$9.21M +190,740 +6%
MG
48
Mather Group
Illinois
$178M +$3.57M +73,998 +2%
CFB
49
Cullen/Frost Bankers
Texas
$171M +$12.8M +265,698 +9%
AWM
50
AE Wealth Management
Kansas
$160M +$17.7M +367,332 +14%

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.