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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
CAS
1326
Coppell Advisory Solutions
Texas
$692K +$265K +5,490 +70%
CAM
1327
Carret Asset Management
New York
$692K -$16.2K -336 -2%
FIBT
1328
First International Bank & Trust
North Dakota
$690K
PFA
1329
Petra Financial Advisors
Colorado
$689K -$53.3K -1,104 -8%
DWP
1330
Daymark Wealth Partners
Ohio
$687K +$11.3K +234 +2%
SFMG
1331
Sage Financial Management Group
Virginia
$687K
FWM
1332
Fingerlakes Wealth Management
New York
$685K +$1.16K +24 +0.2%
BWM
1333
BNC Wealth Management
Oregon
$683K +$636K +13,182 New
ITIM
1334
Indiana Trust & Investment Management
Indiana
$683K +$25.5K +528 +4%
TCM
1335
Towercrest Capital Management
Pennsylvania
$681K +$84.9K +1,758 +15%
WA
1336
WP Advisors
California
$677K +$1.16K +24 +0.2%
GM
1337
GeoWealth Management
Illinois
$675K -$5.36M -110,994 -90%
CAAM
1338
Cornerstone Advisors Asset Management
Pennsylvania
$675K
AC
1339
Apella Capital
Connecticut
$671K +$6.08K +126 +1%
LIWM
1340
Long Island Wealth Management
New York
$670K +$624K +12,936 New
CG
1341
Cynosure Group
Utah
$670K +$869 +18 +0.1%
IA
1342
IFG Advisors
Missouri
$667K
AF
1343
Apollon Financial
South Carolina
$667K +$621K +12,864 New
BAM
1344
BOS Asset Management
Illinois
$666K +$66.9K +1,386 +12%
SWP
1345
Strategic Wealth Partners
Ohio
$666K +$138K +2,862 +29%
IFAM
1346
Institutional & Family Asset Management
Colorado
$665K +$4.34K +90 +0.7%
FNT
1347
First National Trust
Pennsylvania
$665K
FFO
1348
Fiduciary Family Office
Florida
$665K +$619K +12,828 New
PCG
1349
Prosperity Consulting Group
Maryland
$663K -$10.4K -216 -2%
AUB
1350
Atlantic Union Bankshares
Virginia
$658K

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.