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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
AAMC
701
Asset Allocation & Management Company
Illinois
$3.79M
SFS
702
Security Financial Services
Indiana
$3.77M -$16.8K -348 -0.5%
B
703
Bridgeworth
Alabama
$3.76M -$32.1K -666 -0.9%
OHIS
704
Oak Harvest Investment Services
Texas
$3.75M +$1.07M +22,158 +44%
GS
705
GTS Securities
New York
$3.74M -$1.69M -34,920 -33%
CF
706
Centaurus Financial
California
$3.74M +$191K +3,966 +6%
EFP
707
EnRich Financial Partners
Wisconsin
$3.73M +$3.48M +72,072 New
BPFA
708
Barnes Pettey Financial Advisors
Mississippi
$3.73M +$256K +5,298 +8%
RG
709
Retirement Group
California
$3.7M +$4.34K +90 +0.1%
KeyBank National Association
710
KeyBank National Association
Ohio
$3.69M +$2.21M +45,732 +180%
AWM
711
Apollon Wealth Management
South Carolina
$3.67M +$1.5M +31,158 +79%
GFG
712
Greystone Financial Group
Michigan
$3.65M -$676K -14,004 -17%
MMA
713
Miracle Mile Advisors
California
$3.63M -$507K -10,494 -13%
MI
714
Motiv8 Investments
Florida
$3.62M +$3.37M +69,840 New
KIA
715
KCM Investment Advisors
California
$3.61M +$20.3K +420 +0.6%
MA
716
Montag & Associates
Georgia
$3.61M +$640K +13,254 +23%
WWP
717
Walden Wealth Partners
Ohio
$3.6M +$3.36M +69,570 New
FPB
718
First PREMIER Bank
South Dakota
$3.59M +$869K +18,000 +35%
CI
719
CX Institutional
Indiana
$3.58M -$960K -19,884 -22%
LIM
720
Leavell Investment Management
Alabama
$3.57M -$50.4K -1,044 -1%
OC
721
Opinicus Capital
Florida
$3.55M +$3.31M +68,592 New
HWM
722
HFG Wealth Management
Texas
$3.55M +$3.31M +68,508 New
SEP
723
Southland Equity Partners
Missouri
$3.55M +$110K +2,286 +3%
FFN
724
Focus Financial Network
Minnesota
$3.51M -$72.4K -1,500 -2%
PP
725
Prudential plc
United Kingdom
$3.5M -$72.4K -1,500 -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.