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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
WDG
1351
Wealth Dimensions Group
Ohio
$657K -$15.1K -312 -2%
NWM
1352
Northwest Wealth Management
Iowa
$656K +$199K +4,122 +48%
CGPCS
1353
Capital Group Private Client Services
California
$655K -$4.63K -96 -0.8%
FFA
1354
Founders Financial Alliance
North Carolina
$655K -$9.27K -192 -1%
DPW
1355
DiNuzzo Private Wealth
Pennsylvania
$653K +$609K +12,612 New
SJL
1356
Shayne & Jacobs LLC
Tennessee
$653K
PSF
1357
Pacific Sun Financial
California
$650K -$50.7K -1,050 -8%
BWAM
1358
Boyd Watterson Asset Management
Ohio
$649K
WMP
1359
Wealth Management Partners
Arizona
$649K +$5.5K +114 +0.9%
MAM
1360
McLean Asset Management
Virginia
$648K
XF
1361
XML Financial
Maryland
$648K +$579 +12 +0.1%
AAS
1362
Annex Advisory Services
Wisconsin
$645K -$27.2K -564 -4%
PWA
1363
Phoenix Wealth Advisors
North Carolina
$640K
CD
1364
Chapin Davis
Maryland
$640K +$151K +3,132 +34%
OWA
1365
One Wealth Advisors
California
$640K
TPWA
1366
TRUE Private Wealth Advisors
Oregon
$638K -$58.2K -1,206 -9%
FAT
1367
First American Trust
California
$638K +$65.7K +1,362 +12%
FTC
1368
Farmers Trust Company
Ohio
$637K -$43.4K -900 -7%
BAM
1369
Berkshire Asset Management
Pennsylvania
$635K
TA
1370
TruWealth Advisors
Louisiana
$633K +$2.9K +60 +0.5%
OP
1371
ORG Partners
Indiana
$632K +$438K +9,078 +291%
WCM
1372
Windsor Capital Management
Arizona
$631K -$1.16K -24 -0.2%
MWA
1373
Meridian Wealth Advisors
Texas
$627K -$97.3K -2,016 -14%
HWM
1374
Hemington Wealth Management
Virginia
$626K -$24.3K -504 -4%
WFPG
1375
Waller Financial Planning Group
Ohio
$622K -$19.1K -396 -3%

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.