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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
CCM
1276
Carlson Capital Management
Minnesota
$754K +$251K +5,208 +56%
PAG
1277
Private Advisory Group
Washington
$754K
WGCA
1278
Wolf Group Capital Advisors
Virginia
$754K +$136K +2,826 +21%
FCAS
1279
First Command Advisory Services
Texas
$753K
TWA
1280
TCI Wealth Advisors
Arizona
$752K +$198K +4,092 +39%
HIS
1281
Horizon Investment Services
Indiana
$751K -$9.56K -198 -1%
TAM
1282
Tocqueville Asset Management
New York
$749K
RMDI
1283
R.M. Davis Inc
Maine
$748K -$25.2K -522 -3%
MAS
1284
Madden Advisory Services
Florida
$746K +$55.6K +1,152 +9%
PP
1285
PDS Planning
Ohio
$745K -$4.63K -96 -0.7%
AIM
1286
Athena Investment Management
California
$744K
ICP
1287
Interchange Capital Partners
Pennsylvania
$744K +$10.1K +210 +1%
AIM
1288
Anchor Investment Management
South Carolina
$744K +$48.7K +1,008 +8%
BFS
1289
Burkett Financial Services
South Carolina
$743K +$692K +14,334 New
FA
1290
FSA Advisors
Michigan
$741K +$691K +14,310 New
WH
1291
Willner & Heller
California
$741K +$690K +14,304 New
APW
1292
Atlantic Private Wealth
North Carolina
$738K -$15.6K -324 -2%
AWM
1293
Accel Wealth Management
Iowa
$737K +$17.4K +360 +3%
1WA
1294
180 Wealth Advisors
Washington
$736K -$11.6K -240 -2%
AIMC
1295
Alley Investment Management Company
Illinois
$733K +$296K +6,138 +77%
IAG
1296
Investmark Advisory Group
Connecticut
$731K -$90.7K -1,878 -12%
MCM
1297
Mainstay Capital Management
Michigan
$731K +$290 +6 +0%
D.E. Shaw & Co
1298
D.E. Shaw & Co
New York
$730K +$680K +14,088 New
ACM
1299
Absolute Capital Management
Pennsylvania
$729K +$41.7K +864 +7%
SWP
1300
Summit Wealth Partners
Florida
$729K +$73.6K +1,524 +12%

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.