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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
LC
1251
Lavaca Capital
Texas
$804K +$749K +15,516 New
SAM
1252
Synergy Asset Management
Washington
$801K +$25.2K +522 +3%
SFP
1253
Shepherd Financial Partners
Massachusetts
$798K -$140K -2,892 -16%
BONH
1254
Bank of New Hampshire
New Hampshire
$797K +$51.8K +1,074 +8%
DFCM
1255
Dark Forest Capital Management
Puerto Rico
$792K +$738K +15,288 New
PFWA
1256
Paces Ferry Wealth Advisors
Georgia
$792K +$738K +15,282 New
SBIA
1257
Sheaff Brock Investment Advisors
Indiana
$790K +$2.61K +54 +0.4%
EWM
1258
Executive Wealth Management
Michigan
$790K +$2.03K +42 +0.3%
LWCFA
1259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$790K
SW
1260
SteelPeak Wealth
California
$785K +$53K +1,098 +8%
FWM
1261
Focused Wealth Management
New York
$784K +$4.63K +96 +0.6%
WAOI
1262
Wealth Advisors of Iowa
Iowa
$783K -$3.19K -66 -0.4%
NL
1263
Navalign LLC
California
$783K -$78.2K -1,620 -10%
BFA
1264
Beacon Financial Advisory
Ohio
$781K +$16.8K +348 +2%
SCM
1265
Shelton Capital Management
Colorado
$777K
LFA
1266
Level Financial Advisors
New York
$777K -$14.5K -300 -2%
CFG
1267
Cosner Financial Group
Colorado
$776K +$723K +14,982 New
BFG
1268
Bouchey Financial Group
New York
$774K -$579 -12 -0.1%
HA
1269
Herold Advisors
New York
$764K -$290 -6 -0%
EWA
1270
Evolution Wealth Advisors
Florida
$763K
RWPA
1271
Richard W. Paul & Associates
Michigan
$761K -$81.1K -1,680 -10%
FGA
1272
Fortis Group Advisors
New Jersey
$759K +$10.1K +210 +1%
TWA
1273
Talisman Wealth Advisors
New Jersey
$758K -$26.9K -558 -4%
GWA
1274
GGM Wealth Advisors
Maryland
$757K +$579 +12 +0.1%
ONB
1275
Old National Bancorp
Indiana
$755K +$151K +3,126 +27%

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.