We are live on ! Find out more
VUG icon

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
HFS
1051
Heritage Financial Services
Massachusetts
$1.36M +$30.1K +624 +2%
CIBC World Market
1052
CIBC World Market
Ontario, Canada
$1.35M +$182K +3,768 +17%
CFS
1053
CRA Financial Services
New Jersey
$1.35M -$4.63K -96 -0.4%
GA
1054
Goldstein Advisors
Wisconsin
$1.35M -$358K -7,410 -22%
KFI
1055
Key Financial Inc
Pennsylvania
$1.33M -$38.2K -792 -3%
NRWA
1056
North Ridge Wealth Advisors
Oregon
$1.33M -$10.1K -210 -0.8%
KFS
1057
Kelly Financial Services
Massachusetts
$1.33M -$99.3K -2,058 -7%
SNBOSD
1058
Security National Bank of So Dak
Iowa
$1.32M +$52.1K +1,080 +4%
IWA
1059
Icon Wealth Advisors
Texas
$1.32M +$1.23M +25,506 New
AIA
1060
Arrow Investment Advisors
Maryland
$1.32M -$142K -2,940 -10%
SPC
1061
Sigma Planning Corp
Michigan
$1.32M -$3M -62,130 -71%
SP
1062
Stonebrook Private
Michigan
$1.31M +$1.22M +25,266 New
RPCONE
1063
Retirement Planning Company of New England
Rhode Island
$1.31M -$2.9K -60 -0.2%
NB
1064
Northwest Bancshares
Pennsylvania
$1.31M -$75.9K -1,572 -6%
TA
1065
TFB Advisors
Kansas
$1.31M +$1.22M +25,212 New
CCB
1066
Country Club Bank
Missouri
$1.3M
AWA
1067
Alta Wealth Advisors
Massachusetts
$1.3M -$571K -11,838 -32%
RFA
1068
RTD Financial Advisors
Pennsylvania
$1.3M +$148K +3,060 +14%
SC
1069
Sapient Capital
Indiana
$1.3M +$1.21M +25,008 New
BC
1070
Burney Company
Virginia
$1.28M -$43.2K -894 -3%
CBOR
1071
Community Bank of Raymore
Missouri
$1.28M +$1.2M +24,792 New
PFG
1072
PAX Financial Group
Texas
$1.28M -$7.53K -156 -0.7%
JWM
1073
Jeppson Wealth Management
California
$1.28M -$15.3K -318 -1%
CAG
1074
Compass Advisory Group
New York
$1.27M +$65.7K +1,362 +6%
CWM
1075
Cedar Wealth Management
California
$1.27M +$1.18M +24,450 New

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.