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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: 389.84%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: 1,8292,041 (+212)

Holders
2,041
Holders Change
+212
Holders Change %
+11.59%
% 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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$155M +$2.56M +53,070 +2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$150M -$13M -270,312 -9%
GC
53
Garde Capital
Washington
$148M -$1.03M -21,408 -0.7%
TI
54
Truepoint Inc
Ohio
$145M -$5.54M -114,852 -4%
AssetMark Inc
55
AssetMark Inc
California
$145M -$4.39M -91,038 -3%
RIA
56
Retirement Investment Advisors
Oklahoma
$140M -$105M -2,179,860 -45%
CAN
57
Cetera Advisor Networks
California
$140M +$2.56M +53,082 +2%
WPW
58
Waldron Private Wealth
Pennsylvania
$137M +$13.9M +287,094 +12%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$132M +$232K +4,806 +0.2%
Two Sigma Investments
60
Two Sigma Investments
New York
$127M +$52.2M +1,082,400 +79%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$124M -$2.58M -53,448 -2%
PAG
62
Private Advisor Group
New Jersey
$121M +$211K +4,362 +0.2%
KAS
63
Kestra Advisory Services
Texas
$121M +$9.98M +206,670 +10%
WIC
64
Woodmont Investment Counsel
Tennessee
$116M +$12.8M +265,242 +13%
IPW
65
Invictus Private Wealth
Colorado
$116M +$1.67M +34,674 +2%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$116M -$1.3M -26,970 -1%
KAM
67
Kensington Asset Management
Texas
$115M +$4.43M +91,800 +4%
GC
68
Gratus Capital
Georgia
$114M -$2.39M -49,434 -2%
BOH
69
Bank of Hawaii
Hawaii
$113M -$3.26M -67,500 -3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$112M +$5.03M +104,244 +5%
US Bancorp
71
US Bancorp
Minnesota
$111M -$3.02M -62,652 -3%
BFPW
72
BOK Financial Private Wealth
Colorado
$111M -$3.06M -63,366 -3%
Citigroup
73
Citigroup
New York
$110M +$18.7M +387,756 +22%
LSIA
74
LaSalle St. Investment Advisors
Illinois
$109M +$427K +8,856 +4%
VWM
75
Venturi Wealth Management
Texas
$108M +$7.14M +147,888 +8%

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 1,829 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.