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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
MC
526
Mathes Company
New York
$7.22M
IFG
527
Independent Financial Group
California
$7.22M +$656K +13,596 +11%
FAG
528
Financial Advisory Group
Texas
$7.2M -$84.9K -1,758 -1%
NAS
529
Nicolet Advisory Services
Wisconsin
$7.17M -$2.92M -60,570 -30%
BC
530
Brio Consultants
California
$7.16M -$110K -2,286 -2%
EFL
531
ERn Financial LLC
Wisconsin
$7.16M -$315K -6,522 -5%
RJT
532
Raymond James Trust
Florida
$7.15M +$1.42M +29,376 +27%
KIM
533
Karpus Investment Management
New York
$7.15M -$306K -6,330 -4%
ACP
534
Aveo Capital Partners
Colorado
$7.14M +$107K +2,208 +2%
MW
535
Marcum Wealth
Ohio
$7.11M -$228K -4,728 -3%
EDRIA
536
Edmonds Duncan Registered Investment Advisors
Kansas
$7.08M -$731K -15,150 -10%
BWM
537
Baystate Wealth Management
Massachusetts
$7.06M +$318K +6,582 +5%
IPW
538
Intergy Private Wealth
Colorado
$7.01M +$6.95K +144 +0.1%
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$7M -$160K -3,318 -2%
VCA
540
Verdence Capital Advisors
Maryland
$6.97M +$374K +7,746 +6%
RA
541
Riversedge Advisors
Delaware
$6.93M -$73K -1,512 -1%
KSWA
542
Kathleen S. Wright Associates
Pennsylvania
$6.89M -$351K -7,278 -5%
MCM
543
MidAtlantic Capital Management
Virginia
$6.81M +$6.34M +131,406 New
YWM
544
Yoder Wealth Management
California
$6.8M +$201K +4,164 +3%
PWM
545
Perigon Wealth Management
California
$6.76M +$1.33M +27,528 +27%
SS
546
Simplicity Solutions
Minnesota
$6.76M +$862K +17,862 +16%
DB
547
Dravo Bay
Delaware
$6.74M -$96.4K -1,998 -2%
AIM
548
Acropolis Investment Management
Missouri
$6.73M +$237K +4,902 +4%
WJA
549
Willis Johnson & Associates
Texas
$6.68M -$309K -6,396 -5%
OIA
550
OneDigital Investment Advisors
Kansas
$6.66M +$1.4M +29,058 +29%

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.