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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
WFAG
551
Wescott Financial Advisory Group
Pennsylvania
$6.59M -$263K -5,442 -4%
WRTC
552
Wind River Trust Company
Wyoming
$6.53M
D
553
Dentgroup
Louisiana
$6.52M -$2.21M -45,852 -27%
MPW
554
MGO Private Wealth
California
$6.5M +$41.4K +858 +0.7%
WFA
555
Wells Financial Advisors
Massachusetts
$6.48M -$55.6K -1,152 -0.9%
LWL
556
Leo Wealth LLC
Texas
$6.47M +$5.8M +120,228 New
HCM
557
Hollencrest Capital Management
California
$6.43M +$11K +228 +0.2%
QWM
558
Quaker Wealth Management
New Jersey
$6.42M -$10.1K -210 -0.2%
SAW
559
Signal Advisors Wealth
Michigan
$6.4M +$5.97M +123,588 New
BFG
560
Bleakley Financial Group
New Jersey
$6.37M +$884K +18,324 +18%
TFA
561
TPG Financial Advisors
Oregon
$6.36M +$78.5K +1,626 +1%
PIAS
562
PCA Investment Advisory Services
Ohio
$6.29M -$667K -13,812 -10%
BFG
563
Beacon Financial Group
Texas
$6.25M +$1.44M +29,844 +33%
MLRA
564
Main Line Retirement Advisors
Montana
$6.25M +$5.82M +120,546 New
MCWS
565
McKinley Carter Wealth Services
West Virginia
$6.24M -$72.1K -1,494 -1%
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$6.21M +$101K +2,088 +2%
KA
567
Kovack Advisors
Florida
$6.19M +$282K +5,850 +5%
LWM
568
LongView Wealth Management
Georgia
$6.16M +$5.79M +119,850 New
SB
569
Simmons Bank
Arkansas
$6.14M -$286K -5,916 -5%
KA
570
Kure Advisory
Minnesota
$6.13M +$271K +5,610 +5%
RCA
571
Riverview Capital Advisers
Massachusetts
$6.12M +$60K +1,242 +1%
AG
572
AlTi Global
New York
$6.09M +$5.67M +117,504 New
CG
573
Caprock Group
Idaho
$6.05M -$80.8K -1,674 -1%
OPCM
574
Osborne Partners Capital Management
California
$6.05M +$35.9K +744 +0.6%
AWA
575
Arkadios Wealth Advisors
Georgia
$6.05M -$350K -7,248 -6%

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.