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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
FIM
1151
Freedom Investment Management
Connecticut
$1.03M +$628K +13,020 +190%
GKWIM
1152
Gerber Kawasaki Wealth & Investment Management
California
$1.03M -$132K -2,742 -12%
AOWM
1153
Alpha Omega Wealth Management
Virginia
$1.03M -$5.79K -120 -0.6%
OFS
1154
OneAscent Financial Services
Alabama
$1.01M +$501K +10,380 +113%
FPW
1155
Flagship Private Wealth
Massachusetts
$1.01M +$12.5K +258 +1%
CSC
1156
Caldwell Sutter Capital
California
$1.01M -$62K -1,284 -6%
EIA
1157
Eldridge Investment Advisors
New Hampshire
$1M
NFSG
1158
Newbridge Financial Services Group
Florida
$1M +$450K +9,330 +93%
IAA
1159
Independent Advisor Alliance
North Carolina
$1M +$497K +10,296 +100%
TFP
1160
Traction Financial Partners
Wyoming
$998K +$930K +19,266 New
RF
1161
RHS Financial
California
$993K +$57.1K +1,182 +7%
QCG
1162
Quadrant Capital Group
Ohio
$993K
TFA
1163
Trinity Financial Advisors
Ohio
$990K +$5.5K +114 +0.6%
PIMG
1164
Patriot Investment Management Group
Tennessee
$988K +$96.4K +1,998 +12%
RG
1165
Rathbones Group
United Kingdom
$983K +$481K +9,960 +110%
SCA
1166
Sandy Cove Advisors
Massachusetts
$981K +$357K +7,404 +64%
GSC
1167
Grey Street Capital
Illinois
$980K +$137K +2,844 +18%
PTP
1168
Platform Technology Partners
New York
$980K +$622K +12,882 +278%
CFO
1169
CVA Family Office
Colorado
$980K +$601K +12,450 +193%
HTC
1170
Haverford Trust Company
Pennsylvania
$980K -$29K -600 -3%
CFO
1171
Collective Family Office
Pennsylvania
$978K -$157K -3,252 -15%
PCMC
1172
Private Capital Management (Colorado)
Colorado
$975K -$10.1K -210 -1%
TFM
1173
Trademark Financial Management
Minnesota
$965K +$899K +18,624 New
RPG
1174
Resource Planning Group
Georgia
$964K -$301K -6,234 -25%
QWM
1175
Quadcap Wealth Management
Texas
$959K +$894K +18,516 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.