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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
IWM
501
IHT Wealth Management
Illinois
$7.99M +$41.1K +852 +0.6%
LI
502
Latigo Investments
Florida
$7.99M
HA
503
Hofer & Associates
California
$7.97M +$33K +684 +0.4%
NJIM
504
Nabity-Jensen Investment Management
Nebraska
$7.95M +$7.41M +153,486 New
WFA
505
Wellspring Financial Advisors
Ohio
$7.92M -$53K -1,098 -0%
EFG
506
Everhart Financial Group
Ohio
$7.91M +$162K +3,360 +2%
CFSG
507
Clark Financial Services Group
Missouri
$7.9M -$115K -2,376 -2%
EFG
508
Ethos Financial Group
Pennsylvania
$7.87M +$7.07M +146,484 +2,713%
BST
509
Bath Savings Trust
Maine
$7.86M +$471K +9,750 +7%
NAMP
510
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.79M +$119K +2,460 +2%
CWM
511
Cornerstone Wealth Management
Missouri
$7.75M -$482K -9,978 -6%
HNB
512
Huntington National Bank
Ohio
$7.71M
KCM
513
Kathmere Capital Management
Pennsylvania
$7.63M +$36.8K +762 +0.5%
SSB
514
Sandy Spring Bank
Maryland
$7.55M +$709K +14,694 +11%
HB
515
Horizon Bancorp
Indiana
$7.47M +$6.34M +131,340 +1,030%
AWM
516
Angeles Wealth Management
California
$7.46M -$48.1K -996 -0.7%
FA
517
Fountainhead AM
New Jersey
$7.43M +$494K +10,242 +8%
FUBT
518
First United Bank & Trust
Maryland
$7.43M -$6.66K -138 -0.1%
NRI
519
NFP Retirement Inc
California
$7.41M -$11.6K -240 -0.2%
IA
520
IFG Advisory
Georgia
$7.41M +$429K +8,886 +7%
OAJ
521
Ogorek Anthony Joseph
New York
$7.4M -$75.3K -1,560 -1%
ZB
522
Zions Bancorporation
Utah
$7.39M +$3.75M +77,592 +119%
VBWMG
523
Von Berge Wealth Management Group
California
$7.36M -$529K -10,962 -7%
CCA
524
Clearwater Capital Advisors
Illinois
$7.34M -$7.24K -150 -0.1%
FA
525
FDx Advisors
Illinois
$7.26M -$1.97M -40,794 -23%

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.