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Vanguard Growth ETF

2,042 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, 654 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)

22% more repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 654

17% more funds holding in top 10

Funds holding in top 10: 321376 (+55)

12% more funds holding

Funds holding: 1,8302,042 (+212)

Holders
2,042
Holders Change
+212
Holders Change %
+11.58%
% of All Funds
29.77%
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
654
Closed
56
Calls
$61.1M
Puts
$23.1M
Net Calls
+$38M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
776
Richardson Financial Services
Massachusetts
$2.95M +$2.75M +56,976 New
BW
777
BIP Wealth
Georgia
$2.95M +$18.5K +384 +0.7%
WKWM
778
Walter & Keenan Wealth Management
Indiana
$2.95M -$3.77K -78 -0.1%
MA
779
MAS Advisors
Florida
$2.95M -$51.6K -1,068 -2%
GA
780
GSG Advisors
New Jersey
$2.93M +$743K +15,390 +36%
PA
781
Parallel Advisors
California
$2.93M +$228K +4,722 +9%
AFG
782
Atomi Financial Group
New York
$2.92M +$663K +13,734 +32%
RIL
783
Rothschild Investment LLC
Illinois
$2.91M +$4.63K +96 +0.2%
CFGSD
784
Compass Financial Group (South Dakota)
South Dakota
$2.89M +$4.05K +84 +0.2%
1WM
785
1900 Wealth Management
Texas
$2.89M -$1.17M -24,240 -30%
BGA
786
Battery Global Advisors
Massachusetts
$2.87M +$2.68M +55,446 New
PFG
787
Pacific Financial Group
Washington
$2.86M -$3.48K -72 -0.1%
QPWM
788
Quadrant Private Wealth Management
Pennsylvania
$2.83M +$2.64M +54,702 New
HNWAG
789
High Net Worth Advisory Group
Florida
$2.83M +$373K +7,734 +17%
WA
790
WESPAC Advisors
California
$2.82M +$440K +9,120 +20%
NPT
791
Nixon Peabody Trust
Massachusetts
$2.82M +$431K +8,934 +20%
AIA
792
Arcadia Investment Advisors
Idaho
$2.81M
SAMC
793
Spectrum Asset Management (California)
California
$2.8M -$55K -1,140 -2%
MW
794
Maia Wealth
Colorado
$2.79M +$2.6M +53,928 New
WPC
795
Wedmont Private Capital
Pennsylvania
$2.79M -$285K -5,910 -10%
CP
796
Capital Planning
Washington
$2.78M +$737K +15,258 +40%
PMG
797
ProVise Management Group
Florida
$2.76M +$284K +5,880 +12%
KCIC
798
Kuhn & Co Investment Counsel
Illinois
$2.75M +$2.56M +53,070 New
AF
799
Apexium Financial
Texas
$2.73M -$82.5K -1,710 -3%
HFS
800
Hoge Financial Services
Pennsylvania
$2.73M +$2.54M +52,662 New

VUG Hedge Fund Activity: Q4 2023 in Review

2,042 of the 6,860 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 654 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.91B. The largest seller was Strategic Investment Solutions, cutting an estimated $251M.

  • 2,042 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.