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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
V
1101
ViaWealth
Kansas
$1.19M +$25.5K +528 +2%
AWA
1102
ARQ Wealth Advisors
Arizona
$1.19M
CIA
1103
Capital Investment Advisors
Georgia
$1.18M +$149K +3,090 +16%
KL
1104
KilterHowling LLC
Colorado
$1.18M +$1.74K +36 +0.2%
NLP
1105
Next Level Private
New York
$1.18M -$35.9K -744 -3%
TGAM
1106
TBH Global Asset Management
Tennessee
$1.18M -$1.83M -37,980 -63%
MJRIC
1107
Mogy Joel R Investment Counsel
California
$1.18M -$10.1K -210 -0.9%
AG
1108
Advocate Group
Minnesota
$1.17M -$15.6K -324 -1%
BAG
1109
Bridgewealth Advisory Group
California
$1.17M +$224K +4,650 +26%
ACA
1110
American Capital Advisory
Idaho
$1.16M +$1.08M +22,320 New
RW
1111
RVW Wealth
California
$1.16M -$26.1K -540 -2%
GIA
1112
Guyasuta Investment Advisors
Pennsylvania
$1.14M +$733K +15,180 +220%
HPM
1113
Hoxton Planning & Management
West Virginia
$1.14M -$104K -2,154 -9%
MIM
1114
Moseley Investment Management
Florida
$1.14M +$24.6K +510 +2%
TLCM
1115
Twin Lakes Capital Management
California
$1.14M +$1.74K +36 +0.2%
OA
1116
Operose Advisors
Wisconsin
$1.14M
BTWM
1117
Baker Tilly Wealth Management
Wisconsin
$1.13M +$557K +11,544 +112%
TCOTS
1118
Trust Company of the South
North Carolina
$1.13M +$1.06M +21,888 New
SWM
1119
Sterling Wealth Management
Illinois
$1.13M +$1.06M +21,870 New
PWA
1120
Provenance Wealth Advisors
Florida
$1.13M
AWM
1121
Aspire Wealth Management
Massachusetts
$1.13M -$17.7K -366 -2%
RIM
1122
Rockbridge Investment Management
New York
$1.13M
LIA
1123
LifePlan Investment Advisors
North Carolina
$1.12M +$465K +9,630 +80%
HAS
1124
HBW Advisory Services
California
$1.12M -$7.53K -156 -0.7%
HR
1125
Hardy Reed
Mississippi
$1.11M

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.