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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
LFG
1201
Larson Financial Group
Missouri
$889K -$67.2K -1,392 -8%
RCM
1202
Raleigh Capital Management
North Carolina
$888K -$103K -2,136 -11%
SIMG
1203
Sonora Investment Management Group
Arizona
$886K +$66.3K +1,374 +9%
TA
1204
Tectonic Advisors
Texas
$882K +$16.8K +348 +2%
Kayne Anderson Rudnick Investment Management
1205
Kayne Anderson Rudnick Investment Management
California
$881K +$290 +6 +0%
CIA
1206
Cohen Investment Advisors
New Hampshire
$880K -$20.3K -420 -2%
AWM
1207
Aprio Wealth Management
Georgia
$880K -$10.1K -210 -1%
CPIA
1208
Cornell Pochily Investment Advisors
New York
$879K -$7.82K -162 -0.9%
LC
1209
Lincoln Capital
Nebraska
$879K +$4.63K +96 +0.6%
MWM
1210
Marion Wealth Management
Pennsylvania
$878K
TNB
1211
Thomasville National Bank
Georgia
$877K +$17.7K +366 +2%
BWL
1212
Bogart Wealth LLC
Virginia
$873K +$462K +9,570 +132%
HWA
1213
Hilltop Wealth Advisors
North Carolina
$872K -$24.6K -510 -3%
KA
1214
Klingman & Associates
New York
$872K -$123K -2,550 -13%
SFS
1215
Summit Financial Strategies
Ohio
$871K -$579 -12 -0.1%
BCG
1216
Breakwater Capital Group
New Jersey
$871K +$21.1K +438 +3%
W
1217
Wealthquest
Ohio
$870K +$35.6K +738 +5%
EP
1218
Eudaimonia Partners
Tennessee
$870K -$18.8K -390 -2%
FFA
1219
First Foundation Advisors
California
$869K -$6.66K -138 -0.8%
GT
1220
Glenview Trust
Kentucky
$866K +$28.7K +594 +4%
LW
1221
Libra Wealth
California
$864K -$20.6K -426 -2%
HF
1222
HRT Financial
New York
$862K +$803K +16,644 New
NCM
1223
Noesis Capital Mangement
Florida
$859K
FNB
1224
Farmers National Bank
Kentucky
$856K -$3.77K -78 -0.5%
9WM
1225
9258 Wealth Management
Ohio
$855K -$10.7K -222 -1%

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.