We are live on ! Find out more
VUG icon

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
CFG
476
Citizens Financial Group
Rhode Island
$8.74M -$31.3K -648 -0.4%
SFG
477
SNS Financial Group
Minnesota
$8.73M -$486K -10,074 -6%
ORL
478
Oak Root LLC
California
$8.7M +$8.1M +167,862 New
KF
479
Krilogy Financial
Missouri
$8.68M +$215K +4,458 +3%
CF
480
Copperwynd Financial
Arizona
$8.67M +$219K +4,536 +3%
PBF
481
Petix & Botte Financial
California
$8.66M -$361K -7,470 -4%
SCM
482
SCS Capital Management
Massachusetts
$8.65M +$23.5K +486 +0.3%
NPFS
483
Novak & Powell Financial Services
Florida
$8.65M +$8.09M +167,544 New
HH
484
Hilltop Holdings
Texas
$8.62M +$934K +19,344 +13%
HIA
485
Harbor Investment Advisory
Maryland
$8.56M +$88.3K +1,830 +1%
IPW
486
Impact Partnership Wealth
Georgia
$8.51M -$1.05M -21,756 -12%
VC
487
Vicus Capital
Pennsylvania
$8.48M +$3.64M +75,372 +85%
HSWM
488
Hubbell Strickland Wealth Management
Louisiana
$8.42M +$64.6K +1,338 +0.8%
NAS
489
NWF Advisory Services
California
$8.41M +$1.34M +27,852 +21%
NEWAS
490
N.E.W. Advisory Services
Wisconsin
$8.3M -$385K -7,980 -5%
WTA
491
Washington Trust Advisors
Massachusetts
$8.28M -$993K -20,568 -11%
IAA
492
Ironsides Asset Advisors
North Carolina
$8.24M +$29K +600 +0.4%
BWM
493
Brown Wealth Management
Illinois
$8.21M -$1.11M -22,974 -13%
TYCC
494
Texas Yale Capital Corp
Florida
$8.2M -$869 -18 -0%
V
495
VeraBank
Texas
$8.19M +$1.11M +22,944 +17%
FC
496
Fusion Capital
South Carolina
$8.15M -$81.7K -1,692 -1%
FNBOO
497
First National Bank of Omaha
Nebraska
$8.08M +$724K +15,000 +11%
CIC
498
Cutler Investment Counsel
Oregon
$8.07M +$4.61M +95,412 +158%
SWM
499
Segment Wealth Management
Texas
$8.06M
WCM
500
Windham Capital Management
Massachusetts
$8.02M +$1.27M +26,352 +21%

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.