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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
MLA
1001
My Legacy Advisors
Oregon
$1.55M -$19.1K -396 -1%
SCA
1002
STALEY CAPITAL ADVISERS
Pennsylvania
$1.55M -$66.6K -1,380 -4%
WA
1003
Wealthstream Advisors
New York
$1.54M -$869 -18 -0.1%
CA
1004
Clearstead Advisors
Ohio
$1.54M -$935K -19,362 -39%
SWA
1005
Sax Wealth Advisors
New Jersey
$1.54M +$66.3K +1,374 +5%
GC
1006
Guidance Capital
Kentucky
$1.53M +$286K +5,928 +25%
HCA
1007
Harbour Capital Advisors
Virginia
$1.53M
BP
1008
Ballentine Partners
Massachusetts
$1.53M +$8.11K +168 +0.6%
AIP
1009
Almanack Investment Partners
Pennsylvania
$1.52M -$144K -2,982 -9%
MC
1010
Moors & Cabot
Massachusetts
$1.52M +$454K +9,408 +47%
MSFS
1011
Main Street Financial Solutions
Pennsylvania
$1.52M +$30.4K +630 +2%
PP
1012
Patten & Patten
Tennessee
$1.52M +$56.2K +1,164 +4%
SFWC
1013
Strategic Family Wealth Counselors
New Jersey
$1.51M +$321K +6,642 +30%
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$1.5M
BFM
1015
Boston Financial Management
Massachusetts
$1.5M -$18.5K -384 -1%
FB
1016
Fulton Bank
Pennsylvania
$1.5M +$128K +2,646 +10%
ATC
1017
Adirondack Trust Company
New York
$1.5M -$15.3K -318 -1%
FVWA
1018
Foster Victor Wealth Advisors
South Carolina
$1.49M -$57.3K -1,188 -4%
SCM
1019
Spreng Capital Management
Ohio
$1.49M +$919K +19,044 +196%
PGFC
1020
Peapack-Gladstone Financial Corp
New Jersey
$1.49M +$159K +3,288 +13%
OWA
1021
Outlook Wealth Advisors
Texas
$1.49M +$2.32K +48 +0.2%
ACM
1022
AUA Capital Management
Pennsylvania
$1.47M +$48.1K +996 +4%
NDSI
1023
Newman Dignan & Sheerar Inc
Rhode Island
$1.46M -$268K -5,556 -16%
CA
1024
Cornerstone Advisory
Maryland
$1.46M +$43.4K +900 +3%
PCA
1025
Pallas Capital Advisors
Massachusetts
$1.46M -$762K -15,780 -36%

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.