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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: 389.85%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: 1,8302,041 (+211)

Holders
2,041
Holders Change
+211
Holders Change %
+11.53%
% 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
VWA
576
Visionary Wealth Advisors
Illinois
$6.04M -$696K -14,418 -11%
MAG
577
Mayfair Advisory Group
Alabama
$6.04M +$522K +10,812 +10%
NFP
578
NorthLanding Financial Partners
New York
$6M -$590K -12,228 -10%
RFC
579
Regions Financial Corp
Alabama
$5.96M +$151K +3,120 +3%
GWM
580
Geneos Wealth Management
Colorado
$5.94M +$4.63K +96 +0.1%
HSA
581
HBK Sorce Advisory
Pennsylvania
$5.91M -$471K -9,762 -8%
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$5.9M +$2.54M +52,554 +86%
HCP
583
Hexagon Capital Partners
Arkansas
$5.89M -$772K -16,002 -12%
KCPG
584
Kavar Capital Partners Group
Kansas
$5.88M +$2.75M +57,000 +101%
DWM
585
Defined Wealth Management
Oregon
$5.86M +$63.4K +1,314 +1%
DPI
586
Diversified Portfolios Inc
Michigan
$5.76M -$112K -2,328 -2%
DI
587
Disciplined Investments
Oklahoma
$5.73M -$575K -11,910 -10%
GAM
588
Gotham Asset Management
New York
$5.7M +$1.21M +24,990 +29%
CPA
589
Cardiff Park Advisors
California
$5.69M -$439K -9,102 -8%
GHA
590
GW Henssler & Associates
Georgia
$5.68M +$235K +4,866 +5%
IIA
591
Integral Investment Advisors
California
$5.63M +$424K +8,790 +9%
CA
592
Calton & Associates
Florida
$5.6M +$4.66M +96,564 +842%
ES
593
Eagle Strategies
New York
$5.57M +$769K +15,936 +17%
PVI
594
Pine Valley Investments
New Jersey
$5.57M +$118K +2,454 +2%
CAG
595
Csenge Advisory Group
Florida
$5.54M +$838K +17,364 +19%
BJL
596
Brighton Jones LLC
Washington
$5.49M -$308K -6,384 -6%
MCA
597
MSH Capital Advisors
Arizona
$5.49M -$349K -7,230 -6%
AFP
598
Ausdal Financial Partners
Iowa
$5.44M -$31.3K -648 -0.6%
PIA
599
Perennial Investment Advisors
California
$5.42M +$249K +5,154 +5%
EA
600
Emerald Advisors
Washington
$5.42M +$66K +1,368 +1%

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 1,830 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.