We are live on ! Find out more
VUG icon

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: 389.84%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: 1,8292,041 (+212)

Holders
2,041
Holders Change
+212
Holders Change %
+11.59%
% 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
HNWA
1426
Henrickson Nauta Wealth Advisors
Michigan
$550K +$513K +10,620 New
CFAM
1427
Center For Asset Management
Florida
$549K -$109K -2,250 -18%
MA
1428
MKT Advisors
California
$549K +$290 +6 +0.1%
TDC
1429
Thompson Davis & Co
Virginia
$548K -$165K -3,420 -24%
RFN
1430
RDA Financial Network
Iowa
$546K +$72.1K +1,494 +17%
VCM
1431
Vision Capital Management
Oregon
$544K +$507K +10,506 New
FFA
1432
Fi3 Financial Advisors
Indiana
$544K
CTA
1433
Colonial Trust Advisors
South Carolina
$541K -$425K -8,808 -46%
SFA
1434
Seneca Financial Advisors
New York
$539K
MCM
1435
Morton Capital Management
California
$538K +$38.5K +798 +8%
FCC
1436
Flower City Capital
New York
$536K
LG
1437
LaFleur & Godfrey
Michigan
$536K +$499K +10,344 New
AFP
1438
Alpha Financial Partners
Kentucky
$535K -$7.24K -150 -1%
PFSC
1439
Peoples Financial Services Corp
Pennsylvania
$535K +$3.48K +72 +0.7%
FG
1440
Fiduciary Group
Georgia
$534K
SWA
1441
SFMG Wealth Advisors
Texas
$534K
KWMG
1442
King Wealth Management Group
Florida
$534K
PIA
1443
Petredis Investment Advisors
Pennsylvania
$533K +$145K +3,012 +41%
AMBIA
1444
Allen Mooney & Barnes Investment Advisors
Georgia
$531K -$11.3K -234 -2%
AFTS
1445
American Financial & Tax Strategies
New York
$530K +$494K +10,236 New
KAS
1446
KPP Advisory Services
Kentucky
$530K +$494K +10,230 New
MWAM
1447
Manhattan West Asset Management
California
$529K
Amundi
1448
Amundi
France
$528K +$121K +2,508 +33%
CT
1449
Colonial Trust
South Carolina
$528K -$16.5K -342 -3%
BFIM
1450
Beese Fulmer Investment Management
Ohio
$524K +$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 1,829 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.