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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
D
926
Diversified
Delaware
$1.83M +$76.5K +1,584 +5%
CWC
927
Carolinas Wealth Consulting
North Carolina
$1.83M +$17.7K +366 +1%
T
928
TrueFG
Texas
$1.82M +$4.92K +102 +0.3%
BC
929
Bartlett & Co
Ohio
$1.81M -$10.7K -222 -0.6%
BCWM
930
Bartlett & Co Wealth Management
Ohio
$1.81M -$10.7K -222 -0.6%
PA
931
Paragon Advisors
Texas
$1.81M -$105K -2,184 -6%
ATC
932
Argent Trust Co
Tennessee
$1.8M +$119K +2,460 +8%
WFA
933
West Financial Advisors
Iowa
$1.8M +$92.7K +1,920 +6%
CPSC
934
Carl P. Sherr & Co
Massachusetts
$1.8M +$558K +11,556 +50%
RCS
935
Retirement Capital Strategies
California
$1.79M +$1.67M +34,584 New
NCM
936
Novare Capital Management
North Carolina
$1.79M
EIP
937
Easterly Investment Partners
Massachusetts
$1.79M
EAM
938
Evanson Asset Management
California
$1.79M +$97K +2,010 +6%
RIS
939
Retirement Income Solutions
Michigan
$1.79M +$194K +4,026 +13%
OGF
940
Orin Green Financial
California
$1.78M -$119K -2,466 -7%
CSB
941
City State Bank
Iowa
$1.78M +$46.6K +966 +3%
SIG
942
Spinnaker Investment Group
California
$1.78M -$586K -12,144 -26%
RCM
943
Rain Capital Management
Oregon
$1.76M +$137K +2,844 +9%
WCFA
944
Walkner Condon Financial Advisors
Wisconsin
$1.76M +$495K +10,260 +43%
PB
945
Pinnacle Bancorp
Nebraska
$1.75M -$20K -414 -1%
M
946
MOTCO
Texas
$1.75M -$53K -1,098 -3%
DT
947
Diversified Trust
Tennessee
$1.75M +$208K +4,302 +15%
CIAS
948
Capital Investment Advisory Services
North Carolina
$1.74M +$107K +2,220 +7%
WE
949
Wealth Effects
Massachusetts
$1.74M +$11.6K +240 +0.7%
WAM
950
WNY Asset Management
New York
$1.73M -$6.95K -144 -0.4%

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.