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Vanguard Growth ETF

2,041 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, 653 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: 389.84%415.37% (+26%)

25% more capital invested

Capital invested by funds: $57.7B → $72.1B (+$14.4B)

23% more repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 653

17% more funds holding in top 10

Funds holding in top 10: 321376 (+55)

12% more funds holding

Funds holding: 1,8292,041 (+212)

Holders
2,041
Holders Change
+212
Holders Change %
+11.59%
% of All Funds
29.76%
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
653
Closed
56
Calls
$61.1M
Puts
$23.1M
Net Calls
+$38M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$76M -$3.73M -77,220 -5%
MCIA
102
Mountain Capital Investment Advisors
Colorado
$75.9M +$943K +19,530 +1%
AWM
103
Avior Wealth Management
Nebraska
$73.8M +$576K +11,928 +0.8%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$72.9M +$408K +8,454 +0.6%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$72.4M -$643K -13,314 -0.9%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$72.4M +$1.56M +32,298 +2%
PW
107
Peninsula Wealth
California
$71.4M -$5.41M -112,158 -8%
SF
108
Safeguard Financial
Wisconsin
$70.4M +$11.1M +230,262 +20%
GT
109
Glenmede Trust
Pennsylvania
$70.3M +$3.74M +77,418 +6%
BCM
110
Becker Capital Management
Oregon
$67.9M +$7.69M +159,294 +14%
SQA
111
Simon Quick Advisors
New Jersey
$67.4M -$3.91M -80,976 -6%
SFA
112
Sequoia Financial Advisors
Ohio
$67.4M +$16.6M +344,406 +36%
CA
113
CSM Advisors
Pennsylvania
$65.8M -$21.8M -450,600 -26%
RZH
114
Relyea Zuckerberg Hanson
Connecticut
$65.4M +$3.65M +75,696 +6%
CM
115
Cornerstone Management
Georgia
$64.7M -$4.31M -89,328 -7%
CWM
116
Campbell Wealth Management
Virginia
$64.7M -$203K -4,212 -0.3%
CF
117
Corrigan Financial
Rhode Island
$64.5M +$665K +13,770 +1%
NRA
118
NSI Retail Advisors
Pennsylvania
$64.3M -$21.8M -450,600 -27%
TC
119
Trust Company
Kansas
$63.8M -$2.72M -56,310 -4%
CHP
120
Cable Hill Partners
Oregon
$62.7M +$414K +8,574 +0.7%
HWA
121
HCR Wealth Advisors
California
$60.8M +$12.9M +266,616 +29%
RWB
122
RMR Wealth Builders
New Jersey
$60.2M +$1.55M +32,130 +3%
AI
123
Atria Investments
North Carolina
$60M +$3.52M +72,972 +7%
Bessemer Group
124
Bessemer Group
New Jersey
$59.3M -$1.01M -20,928 -2%
FSWA
125
Financial Synergies Wealth Advisors
Texas
$59.2M +$506K +10,476 +0.6%

VUG Hedge Fund Activity: Q4 2023 in Review

2,041 of the 6,859 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 653 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.91B. The largest seller was Strategic Investment Solutions, cutting an estimated $251M.

  • 2,041 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2023, up from 1,829 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.