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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
CRC
676
Curi RMB Capital
Illinois
$4.17M +$6.66K +138 +0.2%
BC
677
Barrett & Company
Rhode Island
$4.17M -$173K -3,588 -4%
WCM
678
Winthrop Capital Management
Indiana
$4.15M +$3.87M +80,124 New
RPGK
679
Retirement Planning Group (Kansas)
Kansas
$4.14M +$2.07M +42,966 +117%
IFWM
680
Institute for Wealth Management
Colorado
$4.12M -$99.9K -2,070 -3%
BMCM
681
Bryn Mawr Capital Management
Pennsylvania
$4.1M -$18K -372 -0.5%
SWA
682
Sightline Wealth Advisors
Connecticut
$4.09M +$752K +15,570 +25%
VFA
683
Valeo Financial Advisors
Indiana
$4.09M -$110K -2,274 -3%
SFPM
684
Sensible Financial Planning & Management
Massachusetts
$4.06M +$3.77K +78 +0.1%
EWA
685
Emergent Wealth Advisors
New York
$4.06M +$3.78M +78,402 New
GWSG
686
GPS Wealth Strategies Group
Colorado
$4.05M +$283K +5,856 +8%
FC
687
Forte Capital
New York
$4.04M -$59.4K -1,230 -2%
KFA
688
Kelleher Financial Advisors
New York
$4.02M +$232K +4,800 +7%
IF
689
Intrua Financial
Texas
$4.02M -$103K -2,142 -3%
GJIA
690
Glass Jacobson Investment Advisors
Maryland
$4M -$20.3K -420 -0.5%
PHWM
691
Pine Harbor Wealth Management
Maryland
$3.96M +$3.69M +76,458 New
KL
692
KWMG LLC
Kansas
$3.94M -$184K -3,816 -5%
CIA
693
Choate Investment Advisors
Massachusetts
$3.91M -$373K -7,734 -9%
GLA
694
Great Lakes Advisors
Illinois
$3.91M +$60.8K +1,260 +2%
HIA
695
HTG Investment Advisors
Connecticut
$3.88M +$294K +6,090 +9%
MBI
696
May Barnhard Investments
Maryland
$3.87M +$3.61M +74,772 New
RWM
697
Ritholtz Wealth Management
New York
$3.86M +$341K +7,062 +10%
NCM
698
NCM Capital Management
New Jersey
$3.84M +$149K +3,084 +4%
LFA
699
Laraway Financial Advisors
Minnesota
$3.8M +$54.7K +1,134 +2%
SAG
700
Spotlight Asset Group
Illinois
$3.8M

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.