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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
SAM
1401
S.A. Mason
Michigan
$591K
IW
1402
Imprint Wealth
South Carolina
$589K -$19.7K -408 -3%
AWMG
1403
Alliance Wealth Management Group
New Jersey
$588K +$548K +11,346 New
PPC
1404
Park Place Capital
Alabama
$586K -$5.11M -105,960 -90%
CF
1405
Clarity Financial
Texas
$585K +$9.27K +192 +2%
MWM
1406
Maltin Wealth Management
New Jersey
$583K +$869 +18 +0.2%
TCM
1407
Traynor Capital Management
Pennsylvania
$583K -$42.9K -888 -7%
Winslow Capital Management
1408
Winslow Capital Management
Minnesota
$580K -$34.5K -714 -6%
GAB
1409
German American Bancorp
Indiana
$573K -$2.9K -60 -0.5%
OWMIAS
1410
One Wealth Management Investment & Advisory Services
Florida
$572K +$533K +11,046 New
VR
1411
Valued Retirements
Texas
$570K +$531K +10,998 New
WI
1412
Wintrust Investments
Illinois
$569K +$20.9K +432 +4%
EGWAG
1413
Elwood & Goetz Wealth Advisory Group
Georgia
$568K
NCM
1414
Next Capital Management
New York
$568K
DIM
1415
DLK Investment Management
California
$567K +$529K +10,950 New
CCM
1416
Chilton Capital Management
Texas
$563K -$98.5K -2,040 -16%
SFP
1417
Sterling Financial Planning
New Jersey
$563K
MCC
1418
Money Concepts Capital
Florida
$562K +$74.7K +1,548 +17%
SRWM
1419
Shira Ridge Wealth Management
California
$561K -$1.45K -30 -0.3%
NCM
1420
Narwhal Capital Management
Georgia
$560K
DI
1421
DAGCO Inc
Ohio
$558K -$45.9M -951,234 -99%
DWS
1422
Dynamic Wealth Strategies
California
$558K +$520K +10,764 New
AFO
1423
Arrowroot Family Office
California
$556K +$15.1K +312 +3%
APP
1424
Avantax Planning Partners
Iowa
$554K +$11K +228 +2%
CTB
1425
Country Trust Bank
Illinois
$554K -$290 -6 -0.1%

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.