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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
MCCP
1026
Mission Creek Capital Partners
California
$1.46M -$18.8K -390 -1%
3F
1027
360 Financial
Minnesota
$1.45M +$579K +11,988 +75%
CBFP
1028
Cedar Brook Financial Partners
Ohio
$1.45M +$11.3K +234 +0.8%
UAG
1029
United Advisor Group
Ohio
$1.44M +$1.33M +27,648 New
IGGA
1030
Iron Gate Global Advisors
Utah
$1.44M -$135K -2,790 -9%
IWN
1031
Independent Wealth Network
Iowa
$1.43M +$93K +1,926 +7%
Wolverine Trading
1032
Wolverine Trading
Illinois
$1.43M -$1.57M -32,628 -54%
FLPIM
1033
F.L. Putnam Investment Management
Massachusetts
$1.42M -$55.6K -1,152 -4%
RFP
1034
RCS Financial Planning
Maryland
$1.42M -$31.9K -660 -2%
PC
1035
Pecaut & Co
Iowa
$1.41M +$12.5K +258 +1%
IFPL
1036
Investments & Financial Planning LLC
Kentucky
$1.41M -$33.6K -696 -2%
JFG
1037
Jefferies Financial Group
New York
$1.41M +$44.9K +930 +4%
BFC
1038
Bedel Financial Consulting
Indiana
$1.41M +$49.2K +1,020 +4%
LWM
1039
Liberty Wealth Management
California
$1.41M -$147K -3,048 -12%
WCP
1040
Wick Capital Partners
Pennsylvania
$1.4M +$976K +20,214 +301%
ADL
1041
Asset Dedication LLC
California
$1.39M -$13.3K -276 -1%
BWM
1042
Boyd Wealth Management
California
$1.38M -$160K -3,306 -11%
KWM
1043
Kaydan Wealth Management
Michigan
$1.38M +$11.6K +240 +0.9%
BBHC
1044
Brown Brothers Harriman & Co
New York
$1.38M +$363K +7,512 +39%
PNC
1045
Park National Corp
Ohio
$1.37M
ISL
1046
Ingalls & Snyder LLC
New York
$1.37M
NHC
1047
Nicholas Hoffman & Company
Georgia
$1.37M +$4.34K +90 +0.3%
AMG
1048
Asset Management Group
Connecticut
$1.37M -$45.5K -942 -3%
PIA
1049
Powell Investment Advisors
Florida
$1.37M -$198K -4,092 -13%
AWM
1050
Alterna Wealth Management
Texas
$1.37M +$72.1K +1,494 +6%

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.