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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
UBV
751
United Bank (Virginia)
Virginia
$3.26M -$360K -7,458 -11%
HFRG
752
Houlihan Financial Resource Group
Virginia
$3.25M +$11.6K +240 +0.4%
LPAM
753
Lodestar Private Asset Management
California
$3.24M -$213K -4,416 -7%
Prudential Financial
754
Prudential Financial
New Jersey
$3.21M -$474K -9,816 -14%
TVWM
755
Tower View Wealth Management
Wisconsin
$3.21M +$49.5K +1,026 +2%
HWA
756
Hillcrest Wealth Advisors
New Jersey
$3.2M
FPCG
757
Forum Private Client Group
Indiana
$3.2M +$2.98M +61,722 New
SLT
758
St Louis Trust
Missouri
$3.19M
HSG
759
Helen Stephens Group
Texas
$3.19M -$49.2K -1,020 -2%
PA
760
Probity Advisors
Texas
$3.19M +$22K +456 +0.7%
HP
761
Holistic Planning
Texas
$3.16M +$2.94M +60,942 New
BIP
762
Blueprint Investment Partners
North Carolina
$3.13M +$146K +3,024 +5%
COCM
763
Charter Oak Capital Management
New Hampshire
$3.12M -$65.2K -1,350 -2%
CWM
764
Certus Wealth Management
California
$3.12M +$130K +2,694 +5%
SVWAG
765
Sound View Wealth Advisors Group
Georgia
$3.12M +$213K +4,410 +8%
KLI
766
Kelman-Lazarov Inc
Tennessee
$3.11M -$371K -7,680 -11%
USCWA
767
U.S. Capital Wealth Advisors
Texas
$3.09M +$489K +10,122 +20%
WTC
768
WhitTier Trust Company
Nevada
$3.08M +$580K +12,006 +25%
TAM
769
Titleist Asset Management
Texas
$3.07M +$278K +5,754 +11%
AWE
770
Avidian Wealth Enterprises
Texas
$3.05M -$21.7K -450 -0.8%
CWA
771
Canvas Wealth Advisors
Kansas
$3.01M -$1.83M -37,938 -40%
NF
772
Norwood Financial
Pennsylvania
$3M -$138K -2,868 -5%
BAM
773
Belpointe Asset Management
Nevada
$2.98M +$519K +10,758 +23%
CCFM
774
Clear Creek Financial Management
Washington
$2.98M +$734K +15,204 +35%
DTC
775
Davidson Trust Company
Washington
$2.98M -$33.9K -702 -1%

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.