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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
DCM
651
Donaldson Capital Management
Indiana
$4.49M +$235K +4,872 +6%
WWM
652
Western Wealth Management
Colorado
$4.48M +$344K +7,128 +9%
DSA
653
Droms Strauss Advisors
Missouri
$4.47M -$15.3K -318 -0.4%
SWC
654
Spectrum Wealth Counsel
Indiana
$4.46M +$4.15M +85,986 New
WG
655
Winton Group
United Kingdom
$4.45M -$29.8K -618 -0.7%
CK
656
Cohen Klingenstein
New York
$4.44M +$29K +600 +0.7%
ECG
657
Edge Capital Group
Georgia
$4.44M
CCWA
658
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.42M -$611K -12,654 -13%
JIC
659
Johnson Investment Counsel
Ohio
$4.41M +$6.66K +138 +0.2%
FWI
660
Facet Wealth Inc
Maryland
$4.37M +$450K +9,330 +13%
SPA
661
Sentinel Pension Advisors
Massachusetts
$4.36M -$670K -13,872 -14%
BRG
662
Bay Rivers Group
Virginia
$4.35M +$5.5K +114 +0.1%
TFCP
663
Twin Focus Capital Partners
Massachusetts
$4.35M +$227K +4,704 +6%
ST
664
Smithfield Trust
Pennsylvania
$4.32M +$480K +9,954 +14%
PFBT
665
Parkside Financial Bank & Trust
Missouri
$4.29M -$88K -1,824 -2%
DWM
666
Dakota Wealth Management
Florida
$4.29M +$77.6K +1,608 +2%
RWP
667
Revolve Wealth Partners
New Jersey
$4.28M +$95.6K +1,980 +2%
NPF
668
Norris Perne & French
Michigan
$4.27M +$27.5K +570 +0.7%
MWA
669
Muirfield Wealth Advisors
North Carolina
$4.26M +$3.97M +82,248 New
SFP
670
Strategic Financial Partners
Oregon
$4.25M -$2.9K -60 -0.1%
CPW
671
Catalyst Private Wealth
California
$4.23M +$95.9K +1,986 +2%
WS
672
Wedbush Securities
California
$4.22M +$318K +6,588 +9%
OBWP
673
O'Brien Wealth Partners
Massachusetts
$4.19M +$1.3M +26,946 +50%
BWM
674
Birchcreek Wealth Management
Ohio
$4.18M -$22.3K -462 -0.6%
DSCM
675
Del-Sette Capital Management
New York
$4.18M -$170K -3,528 -4%

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.