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Vanguard Growth ETF

2,041 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, 653 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: 389.84%415.37% (+26%)

25% more capital invested

Capital invested by funds: $57.7B → $72.1B (+$14.4B)

23% more repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 653

17% more funds holding in top 10

Funds holding in top 10: 321376 (+55)

12% more funds holding

Funds holding: 1,8292,041 (+212)

Holders
2,041
Holders Change
+212
Holders Change %
+11.59%
% of All Funds
29.76%
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
653
Closed
56
Calls
$61.1M
Puts
$23.1M
Net Calls
+$38M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$108M +$100M +2,079,630 New
SGAM
77
Stephens Group Asset Management
Arkansas
$107M -$2.32M -48,054 -2%
BCM
78
Brookstone Capital Management
Illinois
$106M +$27.8M +576,552 +39%
CCM
79
Coldstream Capital Management
Washington
$105M -$5.6M -115,962 -5%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104M -$6.47M -133,938 -6%
AWS
81
Atria Wealth Solutions
New York
$101M +$528K +10,938 +0.6%
NA
82
NewEdge Advisors
Louisiana
$99.9M +$6.25M +129,564 +7%
BPA
83
Beacon Pointe Advisors
California
$98.2M -$13.7M -284,688 -13%
WANY
84
Wealthspire Advisors (New York)
New York
$97.4M -$1.64M -34,008 -2%
SWA
85
Strategies Wealth Advisors
Michigan
$92.6M +$2.47M +51,270 +3%
SMDAM
86
Sumitomo Mitsui DS Asset Management
Japan
$89.8M -$2.87M -59,400 -3%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$89.5M -$5.06M -104,820 -6%
CTC
88
Central Trust Company
Missouri
$88.1M +$292K +6,042 +0.4%
BRWA
89
B. Riley Wealth Advisors
Florida
$84.2M -$22.5M -466,920 -22%
Creative Planning
90
Creative Planning
Kansas
$83.6M +$14.2M +293,532 +22%
MFWP
91
Mosaic Family Wealth Partners
Missouri
$83.5M -$5.28M -109,368 -6%
AAS
92
Avantax Advisory Services
Texas
$81.6M +$5.76M +119,256 +8%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$81.3M +$11M +228,750 +17%
RWM
94
Rezny Wealth Management
Florida
$81.1M +$17.8M +368,298 +31%
MWA
95
Martel Wealth Advisors
Washington
$80.3M -$951K -19,692 -1%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$79.3M +$28.1M +581,400 +61%
BCI
97
Brinker Capital Investments
Pennsylvania
$78.5M -$3.09M -64,056 -4%
OPS
98
Orion Portfolio Solutions
Nebraska
$78.5M -$3.09M -64,056 -4%
AllianceBernstein
99
AllianceBernstein
Tennessee
$78.5M +$1.92M +39,756 +3%
VCP
100
Vista Capital Partners
Oregon
$77.3M -$2.67M -55,392 -4%

VUG Hedge Fund Activity: Q4 2023 in Review

2,041 of the 6,859 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 653 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.91B. The largest seller was Strategic Investment Solutions, cutting an estimated $251M.

  • 2,041 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2023, up from 1,829 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.