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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
ARC
876
Advisor Resource Council
Texas
$2.17M +$2.03M +41,952 New
SFPG
877
Stonebridge Financial Planning Group
Florida
$2.17M +$245K +5,076 +14%
AL
878
ADE LLC
Maryland
$2.15M -$46K -954 -2%
PCM
879
Parsons Capital Management
Rhode Island
$2.14M +$339K +7,014 +20%
KPWG
880
KFA Private Wealth Group
Virginia
$2.13M +$622K +12,894 +46%
IAN
881
Integrated Advisors Network
Texas
$2.12M +$34.8K +720 +2%
SWM
882
SigFig Wealth Management
California
$2.11M +$64.3K +1,332 +3%
AA
883
Ancora Advisors
Ohio
$2.11M -$77.6K -1,608 -4%
CWG
884
Crown Wealth Group
North Carolina
$2.1M +$483K +9,996 +33%
BZWA
885
Blue Zone Wealth Advisors
California
$2.09M
SSWM
886
Smith Salley Wealth Management
North Carolina
$2.08M -$8.4K -174 -0.4%
CCWM
887
Cassaday & Co Wealth Management
Virginia
$2.06M -$283K -5,862 -13%
CCM
888
Ciovacco Capital Management
Georgia
$2.06M -$2.55M -52,902 -57%
AWP
889
Accretive Wealth Partners
New Jersey
$2.05M -$60.8K -1,260 -3%
RWM
890
Rockwood Wealth Management
Pennsylvania
$2.05M
FAM
891
Fenimore Asset Management
New York
$2.05M
SPI
892
Sutton Place Investors
New York
$2.03M +$1.16K +24 +0.1%
LSA
893
Lion Street Advisors
Texas
$2.02M +$236K +4,884 +14%
EWM
894
Evergreen Wealth Management
Michigan
$2.02M +$290 +6 +0%
KLCM
895
KG&L Capital Management
Louisiana
$2.02M +$321K +6,654 +21%
WIA
896
World Investment Advisors
California
$2.02M +$125K +2,592 +7%
RCI
897
RS Crum Inc
California
$2.02M
CA
898
Continuum Advisory
Idaho
$2.02M +$173K +3,576 +10%
RIA
899
Realta Investment Advisors
Delaware
$2.01M +$234K +4,842 +14%
FNWM
900
Financial Network Wealth Management
Utah
$2.01M +$86.9K +1,800 +5%

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.