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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
ATPW
901
Ashton Thomas Private Wealth
Arizona
$1.98M +$450K +9,324 +32%
GIA
902
Goodwin Investment Advisory
Georgia
$1.98M +$611K +12,660 +50%
EWM
903
Empirical Wealth Management
Washington
$1.97M +$31.3K +648 +2%
MG
904
MilWealth Group
Wisconsin
$1.97M -$67.8K -1,404 -4%
SIAS
905
Summit Investment Advisory Services
Minnesota
$1.96M -$65.5K -1,356 -3%
NSAM
906
North Star Asset Management
Wisconsin
$1.96M -$1.45K -30 -0.1%
DAM
907
Derbend Asset Management
Georgia
$1.95M -$869 -18 -0%
AIFAIM
908
American Institute for Advanced Investment Management
Arizona
$1.93M -$579 -12 -0%
FTWA
909
Fifth Third Wealth Advisors
Ohio
$1.93M +$94.1K +1,950 +6%
DI
910
DFPG Investments
Utah
$1.93M +$51.6K +1,068 +3%
VF
911
VitalStone Financial
Texas
$1.92M -$2.24M -46,476 -56%
JAG
912
Journey Advisory Group
Kentucky
$1.9M -$21.7K -450 -1%
WAG
913
Wiser Advisor Group
Arizona
$1.9M +$1.77M +36,744 New
SFG
914
Sunburst Financial Group
Alabama
$1.9M -$11K -228 -0.6%
TFS
915
Thoroughbred Financial Services
Tennessee
$1.9M -$127K -2,634 -7%
PRI
916
Prepared Retirement Institute
Pennsylvania
$1.89M +$1.76M +36,564 New
STA
917
Summit Trail Advisors
New York
$1.89M +$290 +6 +0%
MIM
918
Marco Investment Management
Georgia
$1.88M +$293K +6,066 +20%
ACI
919
Alpha Cubed Investments
California
$1.87M +$35K +726 +2%
BGDI
920
BW Gestao de Investimentos
Brazil
$1.87M +$1.74M +36,060 New
JPG
921
Jordan Park Group
California
$1.87M +$1.74M +36,000 New
JHCP
922
Jackson Hole Capital Partners
Oklahoma
$1.86M -$230K -4,770 -12%
GT
923
Greenleaf Trust
Michigan
$1.86M
RW
924
REDW Wealth
New Mexico
$1.86M -$248K -5,136 -13%
WMWM
925
Whitaker-Myers Wealth Managers
Ohio
$1.85M -$547K -11,334 -24%

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.