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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
DA
1176
Detalus Advisors
Missouri
$955K
NEPWA
1177
New England Private Wealth Advisors
Massachusetts
$954K +$579 +12 +0.1%
HAG
1178
HF Advisory Group
Maryland
$952K -$17.4K -360 -2%
ICG
1179
InterOcean Capital Group
Tennessee
$949K -$651K -13,494 -42%
AP
1180
Americana Partners
Texas
$948K +$883K +18,294 New
MAA
1181
Matrix Asset Advisors
New York
$948K +$3.19K +66 +0.4%
FCA
1182
FinTrust Capital Advisors
South Carolina
$943K -$13.9K -288 -2%
CHJWM
1183
Carlton Hofferkamp & Jenks Wealth Management
Texas
$941K +$201K +4,170 +31%
VCP
1184
Verus Capital Partners
Arizona
$939K +$869 +18 +0.1%
EWM
1185
EPG Wealth Management
Georgia
$937K -$54.2K -1,122 -6%
MLA
1186
MB, Levis & Associates
Pennsylvania
$930K +$1.74K +36 +0.2%
RWM
1187
RKL Wealth Management
Pennsylvania
$927K +$213K +4,422 +33%
LW
1188
Linscomb Wealth
Texas
$917K -$12.2K -252 -1%
SSA
1189
Sierra Summit Advisors
Nevada
$915K +$853K +17,664 New
WA
1190
WBH Advisory
Maryland
$913K +$24K +498 +3%
MFS
1191
McNamara Financial Services
Massachusetts
$910K -$54.4K -1,128 -6%
UWS
1192
Unique Wealth Strategies
Illinois
$909K +$847K +17,544 New
RA
1193
Ruggaard & Associates
Ohio
$908K +$54.2K +1,122 +7%
FMII
1194
Farmers & Merchants Investments Inc
Nebraska
$908K +$24.3K +504 +3%
RRA
1195
Round Rock Advisors
Connecticut
$900K
T. Rowe Price Associates
1196
T. Rowe Price Associates
Maryland
$898K -$61.1K -1,266 -7%
PFA
1197
Pure Financial Advisors
California
$896K -$21.4K -444 -3%
CAM
1198
CPA Asset Management
Florida
$894K +$75.3K +1,560 +10%
NAG
1199
Northstar Advisory Group
New Jersey
$894K -$18.8K -390 -2%
OHWA
1200
Oak Hill Wealth Advisors
Virginia
$889K +$6.95K +144 +0.8%

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.