We are live on ! Find out more
VUG icon

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
YLHM
851
Yelin Lapidot Holdings Management
Israel
$2.39M -$363K -7,530 -14%
KWM
852
Keebeck Wealth Management
Illinois
$2.38M -$139K -2,880 -6%
EA
853
Eclectic Associates
California
$2.38M -$2.56M -53,058 -54%
TCA
854
Transcend Capital Advisors
New Jersey
$2.38M -$742K -15,372 -25%
LRPA
855
L. Roy Papp & Associates
Arizona
$2.35M
AL
856
ACAS LLC
California
$2.33M -$177K -3,660 -8%
CIA
857
Covington Investment Advisors
Pennsylvania
$2.31M -$30.4K -630 -1%
VA
858
Valmark Advisers
Ohio
$2.31M +$202K +4,194 +10%
FFM
859
Forum Financial Management
Illinois
$2.31M -$170K -3,522 -7%
BBNB
860
Baker Boyer National Bank
Washington
$2.3M
RSWA
861
Robinson Smith Wealth Advisors
Maine
$2.3M +$2.14M +44,430 New
MA
862
MJP Associates
Connecticut
$2.3M -$159K -3,288 -7%
CBA
863
Coastal Bridge Advisors
Connecticut
$2.3M +$378K +7,830 +21%
GIA
864
GHP Investment Advisors
Colorado
$2.29M +$320K +6,624 +18%
I
865
INVST
Indiana
$2.29M +$1.56M +32,406 +346%
IAIM
866
International Assets Investment Management
Florida
$2.29M +$2.13M +44,112 New
GP
867
Girard Partners
Pennsylvania
$2.28M +$17.4K +360 +0.8%
OPPS
868
Obsidian Personal Planning Solutions
Maryland
$2.26M -$90.7K -1,878 -4%
APIM
869
Agate Pass Investment Management
Washington
$2.25M +$576K +11,940 +38%
PS
870
Principal Securities
Iowa
$2.25M +$2.1M +43,470 New
ACM
871
Advance Capital Management
Michigan
$2.25M +$2.9K +60 +0.1%
VT
872
Vise Technologies
New York
$2.24M +$1.52M +31,488 +270%
Vontobel Holding
873
Vontobel Holding
Switzerland
$2.22M +$40.3K +834 +2%
PL
874
Plancorp LLC
Missouri
$2.21M +$5.21K +108 +0.3%
QCM
875
Quantinno Capital Management
New York
$2.18M +$2.03M +42,120 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.