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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
MPCA
601
Madison Park Capital Advisors
Washington
$5.41M +$5.04M +104,394 New
ECM
602
EMC Capital Management
Texas
$5.37M +$4.92K +102 +0.1%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$5.35M +$811K +16,800 +19%
GIA
604
Gladstone Institutional Advisory
Florida
$5.34M +$109K +2,250 +2%
RFA
605
Register Financial Advisors
Georgia
$5.33M -$173K -3,594 -3%
RCAG
606
Rehmann Capital Advisory Group
Michigan
$5.33M -$360K -7,464 -7%
CFA
607
CWS Financial Advisors
Michigan
$5.32M +$81.1K +1,680 +2%
SSI
608
Scott & Selber Inc
Texas
$5.28M +$2.32K +48 +0%
OCPWS
609
One Charles Private Wealth Services
Massachusetts
$5.25M +$576K +11,934 +13%
SWM
610
Spire Wealth Management
Virginia
$5.24M +$376K +7,788 +9%
FFS
611
Founders Financial Securities
Maryland
$5.21M +$348K +7,206 +8%
SC
612
Savant Capital
Illinois
$5.19M -$90.9K -1,884 -2%
NG
613
Northstar Group
New York
$5.18M +$109K +2,256 +2%
WAM
614
Weinberger Asset Management
California
$5.18M -$85.4K -1,770 -2%
Lido Advisors
615
Lido Advisors
California
$5.17M -$348K -7,212 -7%
AFM
616
Abbot Financial Management
Massachusetts
$5.14M +$104K +2,148 +2%
FWM
617
Fonville Wealth Management
Virginia
$5.13M +$4.78M +98,940 New
AFWM
618
Abich Financial Wealth Management
Virginia
$5.11M +$4.76M +98,664 New
MPW
619
MA Private Wealth
California
$5.11M -$93.5K -1,938 -2%
FCB
620
First County Bank
Connecticut
$5.1M +$133K +2,748 +3%
DAS
621
Dynamic Advisor Solutions
Arizona
$5.06M +$220K +4,554 +5%
HCM
622
Hengehold Capital Management
Ohio
$5.06M -$574K -11,886 -11%
EPA
623
Element Pointe Advisors
Florida
$5.03M
WAM
624
Worth Asset Management
Texas
$4.98M -$4.9M -101,466 -51%
CPA
625
Capital Planning Advisors
California
$4.95M -$129K -2,670 -3%

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.