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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
TLA
1301
Tanglewood Legacy Advisors
Texas
$726K -$200K -4,134 -23%
CPWM
1302
Cypress Point Wealth Management
Texas
$725K
KWA
1303
Kingswood Wealth Advisors
California
$723K +$674K +13,962 New
RFN
1304
Redwood Financial Network
Ohio
$719K -$32.1K -666 -5%
WAG
1305
Winthrop Advisory Group
Massachusetts
$718K +$117K +2,430 +21%
FFWA
1306
FRG Family Wealth Advisors
Washington
$714K
AC
1307
Avestar Capital
New York
$714K +$409K +8,472 +160%
PAMG
1308
Patton Albertson Miller Group
Tennessee
$710K -$36.5K -756 -5%
HL
1309
HeadInvest LLC
Maine
$709K -$8.98K -186 -1%
SYBT
1310
Stock Yards Bank & Trust
Kentucky
$706K
PWG
1311
Portside Wealth Group
Utah
$706K +$255K +5,292 +63%
AIC
1312
Archer Investment Corporation
Indiana
$706K -$20.6K -426 -3%
GC
1313
GFG Capital
Florida
$703K
BMWM
1314
Brown Miller Wealth Management
Virginia
$701K
SP
1315
Stablepoint Partners
Massachusetts
$700K +$653K +13,518 New
WA
1316
Wealth Architects
California
$699K
GL
1317
Graypoint LLC
New York
$699K +$290 +6 +0%
BSG
1318
Black Swift Group
Colorado
$698K -$57.9K -1,200 -8%
WAL
1319
W Advisors LLC
Tennessee
$697K -$96.7K -2,004 -13%
CWP
1320
Corepath Wealth Partners
Arizona
$697K -$4.92K -102 -0.7%
FCBT
1321
First Citizens Bank & Trust
North Carolina
$697K +$19.4K +402 +3%
IP
1322
Intellectus Partners
California
$696K -$28.7K -594 -4%
BWA
1323
Beam Wealth Advisors
Louisiana
$696K -$36.5K -756 -5%
CRI
1324
Colonial River Investments
Virginia
$696K -$8.11K -168 -1%
M
1325
MYeCFO
California
$695K

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.