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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: 389.85%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: 1,8302,041 (+211)

Holders
2,041
Holders Change
+211
Holders Change %
+11.53%
% 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
TA
1226
TrueWealth Advisors
Alabama
$851K -$28.1K -582 -3%
BPWM
1227
Badgley Phelps Wealth Managers
Washington
$847K +$255K +5,292 +48%
UFAC
1228
Urban Financial Advisory Corp
Illinois
$845K +$787K +16,308 New
VNA
1229
Valley National Advisers
Pennsylvania
$843K -$37.1K -768 -5%
WB
1230
WesBanco Bank
West Virginia
$842K -$69.8K -1,446 -8%
AWM
1231
Aviso Wealth Management
Washington
$840K +$783K +16,212 New
CFG
1232
Cooper Financial Group
California
$840K +$66.6K +1,380 +9%
First Manhattan
1233
First Manhattan
New York
$838K +$36.5K +756 +5%
FGAM
1234
Financial Gravity Asset Management
Texas
$836K +$779K +16,134 New
Millennium Management
1235
Millennium Management
New York
$833K -$3.14M -65,058 -80%
TFGT
1236
TS Financial Group (TSFG)
Illinois
$831K -$24K -498 -3%
PGA
1237
Portland Global Advisors
Maine
$830K +$518K +10,740 +203%
FRA
1238
Frank Rimerman Advisors
California
$829K
LL
1239
LPWM LLC
Minnesota
$824K +$21.7K +450 +3%
BAAM
1240
Baker Avenue Asset Management
California
$820K +$318K +6,594 +71%
WIP
1241
WealthCare Investment Partners
Rhode Island
$820K -$16.8K -348 -2%
JFGIW
1242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$814K -$106K -2,190 -12%
ZIM
1243
Zacks Investment Management
Illinois
$809K +$266K +5,508 +54%
CHA
1244
Carmichael Hill & Associates
Maryland
$809K
CA
1245
Claro Advisors
Massachusetts
$808K -$65.5K -1,356 -8%
NAM
1246
NorthCrest Asset Manangement
Minnesota
$808K -$41.1K -852 -5%
CCA
1247
Conservest Capital Advisors
Pennsylvania
$807K -$869 -18 -0.1%
BBNA
1248
Bremer Bank National Association
Minnesota
$807K
AWA
1249
Alaska Wealth Advisors
Alaska
$804K -$45.8K -948 -6%
TCOV
1250
Trust Company of Vermont
Vermont
$804K

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 1,830 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.