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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: 389.84%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
WTB
1451
Washington Trust Bank
Washington
$524K +$24K +498 +5%
CAM
1452
Congress Asset Management
Massachusetts
$521K +$11.3K +234 +2%
IBOK
1453
Independence Bank of Kentucky
Kentucky
$519K +$3.77K +78 +0.8%
HIC
1454
Holderness Investments Company
North Carolina
$518K +$51K +1,056 +12%
TT
1455
TI-Trust
Illinois
$517K +$19.7K +408 +4%
SFS
1456
Strategic Financial Services
New York
$517K -$37.7K -780 -7%
WT
1457
Washington Trust
Rhode Island
$516K
CT
1458
Cambridge Trust
Massachusetts
$514K -$79.4K -1,644 -14%
BFS
1459
Beacon Financial Strategies
North Carolina
$513K -$28.7K -594 -6%
SG
1460
Sharper & Granite
California
$513K
WA
1461
Wealthstar Advisors
Texas
$510K
AA
1462
AF Advisors
California
$508K
YIA
1463
YHB Investment Advisors
Connecticut
$508K
MYIA
1464
Mount Yale Investment Advisors
Colorado
$507K +$63.7K +1,320 +16%
PO
1465
Private Ocean
California
$506K -$8.98K -186 -2%
EP
1466
Edgestream Partners
New Jersey
$506K -$63.7K -1,320 -12%
TSWM
1467
Tyler-Stone Wealth Management
Ohio
$506K -$2.9K -60 -0.6%
SPC
1468
Stewart & Patten Company
California
$503K
TC
1469
Toews Corporation
New Jersey
$503K -$31.3K -648 -6%
TCM
1470
Twele Capital Management
Minnesota
$502K -$190K -3,936 -29%
GM
1471
Granger Management
New York
$498K
WDL
1472
Well Done LLC
Michigan
$498K +$70.4K +1,458 +18%
AWCI
1473
Alpine Woods Capital Investors
New York
$497K
EA
1474
Eudaimonia Advisors
Tennessee
$496K +$47.8K +990 +12%
ULWM
1475
Upper Left Wealth Management
Florida
$495K -$11.6K -240 -2%

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.