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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
OWM
1376
Orgel Wealth Management
Wisconsin
$622K -$2.32K -48 -0.4%
NIC
1377
Northwest Investment Counselors
Oregon
$621K +$869 +18 +0.2%
LSA
1378
L & S Advisors
California
$621K -$3.19K -66 -0.5%
CMA
1379
Cedar Mountain Advisors
Oregon
$619K +$51K +1,056 +10%
JCM
1380
Jacobi Capital Management
Pennsylvania
$618K -$8.69K -180 -1%
SVWG
1381
Shared Vision Wealth Group
United States
$615K +$573K +11,868 New
G
1382
GenTrust
Florida
$615K -$94.1K -1,950 -14%
CFS
1383
CGC Financial Services
Oregon
$614K +$142K +2,934 +33%
CAAS
1384
Capital Asset Advisory Services
Michigan
$614K +$181K +3,744 +46%
FNBT
1385
FineMark National Bank & Trust
Florida
$614K -$188K -3,894 -25%
Qube Research & Technologies (QRT)
1386
Qube Research & Technologies (QRT)
United Kingdom
$611K +$394K +8,160 +225%
AIA
1387
Ally Invest Advisors
North Carolina
$610K +$49.8K +1,032 +10%
SPP
1388
Single Point Partners
Massachusetts
$610K
FB
1389
First Bancorp
Maine
$607K +$10.1K +210 +2%
GI
1390
GAMMA Investing
California
$604K +$551K +11,406 New
MIAS
1391
Mason Investment Advisory Services
Virginia
$603K -$13.3K -276 -2%
FWM
1392
Fairhaven Wealth Management
Illinois
$602K
ANTB
1393
AMG National Trust Bank
Colorado
$599K -$25.2K -522 -4%
SWM
1394
SFG Wealth Management
Maryland
$597K
AWM
1395
AAF Wealth Management
Massachusetts
$597K +$290 +6 +0.1%
BFEC
1396
Benjamin F. Edwards & Company
Missouri
$595K +$2.03K +42 +0.4%
LWM
1397
LJI Wealth Management
Indiana
$593K +$10.1K +210 +2%
DWM
1398
Denver Wealth Management
Colorado
$593K +$869 +18 +0.2%
GSEP
1399
Golden State Equity Partners
California
$592K +$221K +4,584 +67%
SSC
1400
Syverson Strege & Co
Iowa
$592K

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.