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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
JGIA
1126
Jackson Grant Investment Advisers
Connecticut
$1.11M +$1.45K +30 +0.1%
TCM
1127
Tandem Capital Management
New Jersey
$1.11M +$103K +2,130 +11%
AEPWM
1128
Atlantic Edge Private Wealth Management
Florida
$1.11M +$1.03M +21,342 New
MPM
1129
Meritage Portfolio Management
Kansas
$1.1M -$2.32K -48 -0.2%
SIG
1130
Stonegate Investment Group
Alabama
$1.1M +$31K +642 +3%
TVAMP
1131
Tennessee Valley Asset Management Partners
Tennessee
$1.1M +$513K +10,632 +100%
PCH
1132
PGIM Custom Harvest
New Jersey
$1.1M +$181K +3,744 +21%
FSA
1133
Fort Sheridan Advisors
Illinois
$1.1M +$109K +2,268 +12%
SL
1134
SWMG LLC
Texas
$1.09M +$66.9K +1,386 +7%
FNBSF
1135
First National Bank Sioux Falls
South Dakota
$1.08M -$2.9K -60 -0.3%
CT
1136
Caldwell Trust
Florida
$1.08M
CAM
1137
Creekmur Asset Management
Illinois
$1.07M +$998K +20,676 New
LF
1138
Lantz Financial
Illinois
$1.07M -$1.45K -30 -0.1%
WW
1139
Waterfront Wealth
Kansas
$1.06M +$55.3K +1,146 +6%
CAG
1140
Curtis Advisory Group
California
$1.05M -$77.9K -1,614 -7%
MFA
1141
Mayflower Financial Advisors
Massachusetts
$1.05M -$26.6K -552 -3%
WEG
1142
World Equity Group
Illinois
$1.05M -$29K -600 -3%
AGA
1143
Arkos Global Advisors
Texas
$1.04M
SKK
1144
Shepherd Kaplan Krochuk
Massachusetts
$1.04M +$1.45K +30 +0.1%
GBWM
1145
Granite Bay Wealth Management
New Hampshire
$1.04M
FPCG
1146
Fort Pitt Capital Group
Pennsylvania
$1.04M -$11.6K -240 -1%
BTW
1147
Boston Trust Walden
Massachusetts
$1.04M
SWM
1148
Sugarloaf Wealth Management
Georgia
$1.04M +$734K +15,198 +316%
CWM
1149
Circle Wealth Management
New Jersey
$1.03M -$7.24K -150 -0.7%
WP
1150
Westmount Partners
California
$1.03M +$19.7K +408 +2%

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.