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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
MAS
951
Meeder Advisory Services
Ohio
$1.73M +$134K +2,778 +9%
SIC
952
Salem Investment Counselors
North Carolina
$1.73M +$33.3K +690 +2%
PWLP
953
Prio Wealth Limited Partnership
Massachusetts
$1.73M -$23.2K -480 -1%
BC
954
Bowman & Company
Wisconsin
$1.73M +$1.35M +28,008 +529%
C
955
Certuity
Florida
$1.72M +$40K +828 +3%
OCM
956
Orser Capital Management
Texas
$1.72M -$26.6K -552 -2%
ML
957
McAdam LLC
Pennsylvania
$1.71M -$52.7K -1,092 -3%
NB
958
Nicolet Bankshares
Wisconsin
$1.69M -$171K -3,540 -10%
BWA
959
Bordeaux Wealth Advisors
California
$1.69M +$95K +1,968 +6%
MGWM
960
Marks Group Wealth Management
Minnesota
$1.69M +$16.8K +348 +1%
SSW
961
Stone Summit Wealth
Florida
$1.68M -$125K -2,580 -7%
TC
962
TAP Consulting
Missouri
$1.66M +$101K +2,100 +7%
TSWM
963
Triangle Securities Wealth Management
North Carolina
$1.66M -$97.9K -2,028 -6%
JSL
964
JT Stratford LLC
Georgia
$1.65M -$322K -6,672 -17%
RPC
965
Rossmore Private Capital
Connecticut
$1.65M +$290 +6 +0%
FCFC
966
First Commonwealth Financial Corp
Pennsylvania
$1.65M +$357K +7,386 +30%
SS
967
Sunbelt Securities
Texas
$1.65M -$73K -1,512 -5%
BWM
968
BKM Wealth Management
Wisconsin
$1.64M +$1.53M +31,746 New
LF
969
LifeSteps Financial
California
$1.64M +$579 +12 +0%
PFGIA
970
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$138K +2,856 +10%
PPWM
971
Paragon Private Wealth Management
Kentucky
$1.64M +$234K +4,854 +18%
VFPW
972
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.64M +$467K +9,678 +44%
LAM
973
LifePro Asset Management
California
$1.63M -$1.74K -36 -0.1%
THWM
974
Taylor Hoffman Wealth Management
Virginia
$1.63M -$34.8K -720 -2%
TC
975
Trilogy Capital
California
$1.63M -$1.45K -30 -0.1%

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.