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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
GCA
726
Gradient Capital Advisors
California
$3.49M +$1.74K +36 +0.1%
EWM
727
Evercore Wealth Management
New York
$3.46M +$195K +4,050 +6%
AWMS
728
Advocacy Wealth Management Services
Georgia
$3.45M +$828K +17,148 +35%
FC
729
Family CFO
California
$3.44M
SWA
730
SOA Wealth Advisors
New York
$3.43M -$54.7K -1,134 -2%
AW
731
Avion Wealth
Texas
$3.43M +$1.34M +27,726 +72%
GJWM
732
Gilliland Jeter Wealth Management
Arkansas
$3.43M +$3.19M +66,102 New
TWM
733
Tradition Wealth Management
Minnesota
$3.42M -$43.2K -894 -1%
NAMNJ
734
NorthStar Asset Management (New Jersey)
New Jersey
$3.41M +$3.18M +65,796 New
AL
735
Aspiriant LLC
California
$3.4M -$13K -270 -0.4%
RAM
736
Riggs Asset Management
Pennsylvania
$3.4M +$3.05M +63,276 +2,797%
HPFG
737
Hart & Patterson Financial Group
Massachusetts
$3.39M +$3.15M +65,346 New
DWT
738
Dorsey & Whitney Trust
South Dakota
$3.37M -$240K -4,968 -7%
SMA
739
Sage Mountain Advisors
Georgia
$3.36M +$232K +4,800 +8%
GWMIA
740
Global Wealth Management Investment Advisory
Florida
$3.36M -$211K -4,374 -6%
MAG
741
M3 Advisory Group
Massachusetts
$3.36M +$3.13M +64,866 New
DACG
742
Donor Advised Charitable Giving
California
$3.35M +$1.48M +30,750 +90%
GFPC
743
Global Financial Private Client
Florida
$3.35M -$208K -4,314 -6%
PMFA
744
Plante Moran Financial Advisors
Michigan
$3.35M -$97K -2,010 -3%
EFS
745
Essex Financial Services
Connecticut
$3.34M -$16.2K -336 -0.5%
RBFC
746
Roman Butler Fullerton & Co
Missouri
$3.34M +$183K +3,792 +6%
FFA
747
Farther Finance Advisors
California
$3.31M +$1.37M +28,338 +80%
ITB
748
Idaho Trust Bank
Idaho
$3.29M -$1.69M -35,004 -36%
AFG
749
Altiora Financial Group
Ohio
$3.27M +$825K +17,100 +37%
ZF
750
Zhang Financial
Michigan
$3.26M -$14.2K -294 -0.5%

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.