We are live on ! Find out more
VUG icon

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
GFA
626
Gallagher Fiduciary Advisors
Illinois
$4.9M -$348K -7,212 -7%
PAS
627
Park Avenue Securities
New York
$4.88M +$110K +2,286 +2%
CFP
628
Curran Financial Partners
South Carolina
$4.87M -$350K -7,260 -7%
IA
629
Insight Advisors
Pennsylvania
$4.87M -$10.4K -216 -0.2%
Empower Advisory Group
630
Empower Advisory Group
Colorado
$4.83M +$218K +4,518 +5%
SMC
631
Smith, Moore & Co
Missouri
$4.82M +$17.7K +366 +0.4%
CFD
632
Creative Financial Designs
Indiana
$4.82M -$284K -5,874 -6%
CWA
633
Clarus Wealth Advisors
Arizona
$4.78M +$4.39M +91,050 New
SCM
634
SOL Capital Management
Maryland
$4.77M +$204K +4,224 +5%
CIC
635
Carnegie Investment Counsel
Ohio
$4.74M -$213K -4,422 -5%
NPT
636
National Philanthropic Trust
Pennsylvania
$4.73M +$4.41M +91,272 New
WAS
637
WESPAC Advisors SoCal
California
$4.72M +$220K +4,560 +5%
PD
638
Planning Directions
Pennsylvania
$4.68M +$171K +3,552 +4%
AIA
639
Angeles Investment Advisors
California
$4.66M -$3.98M -82,362 -48%
KFGK
640
Keystone Financial Group (Kentucky)
Kentucky
$4.64M +$55.9K +1,158 +1%
GA
641
GFS Advisors
Texas
$4.64M -$18K -372 -0.4%
CA
642
CGN Advisors
Kansas
$4.62M -$251K -5,208 -6%
CANC
643
Culbertson A N & Co
Virginia
$4.61M -$33.3K -690 -0.8%
WP
644
WealthShield Partners
North Carolina
$4.58M -$13.1M -271,518 -75%
IGWM
645
ICA Group Wealth Management
Colorado
$4.56M -$44.6K -924 -1%
LFAS
646
Level Four Advisory Services
Texas
$4.56M -$71.2K -1,476 -2%
SFO
647
Stokes Family Office
Louisiana
$4.55M -$386K -7,998 -8%
MSF
648
Mustard Seed Financial
Arkansas
$4.54M +$4.23M +87,600 New
LSA
649
Lansing Street Advisors
Pennsylvania
$4.54M +$4.23M +87,594 New
DWM
650
Dopkins Wealth Management
New York
$4.53M +$9.56K +198 +0.2%

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.