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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
Betterment LLC
126
Betterment LLC
New York
$59.1M +$197K +4,074 +0.4%
HB
127
HTLF Bank
Colorado
$58M +$54M +1,119,036 New
SF
128
Summit Financial
New Jersey
$57.4M -$603K -12,498 -1%
CW
129
CreativeOne Wealth
Kansas
$57.3M -$1.07M -22,116 -2%
SPIA
130
Steward Partners Investment Advisory
New York
$56.3M +$2.19M +45,336 +4%
HCC
131
Hirtle Callaghan & Co
Pennsylvania
$56.2M -$414K -8,574 -0.8%
PC
132
Permanens Capital
New York
$56.1M -$12.2M -253,560 -19%
JC
133
Jentner Corp
Ohio
$54.5M +$4.94M +102,288 +11%
S
134
SignatureFD
Georgia
$54.3M -$234K -4,848 -0.5%
William Blair & Company
135
William Blair & Company
Illinois
$53.7M +$568K +11,772 +1%
SFG
136
Sage Financial Group
Pennsylvania
$52.3M -$770K -15,942 -2%
PPW
137
Pasadena Private Wealth
California
$51.6M +$8.4K +174 +0%
DWM
138
Destination Wealth Management
California
$51.5M -$1.02M -21,114 -2%
NFG
139
Nadler Financial Group
Illinois
$50.2M +$692K +14,340 +2%
BEC
140
Blue Edge Capital
Virginia
$50M +$694K +14,370 +2%
AF
141
Allworth Financial
California
$49.6M -$1.79M -37,170 -4%
TWM
142
TMD Wealth Management
Arizona
$49.5M +$3.08M +63,894 +7%
Cerity Partners
143
Cerity Partners
New York
$49M +$31.9M +661,554 +233%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$48.5M +$4.16M +86,280 +10%
CA
145
Cambridge Associates
Massachusetts
$48.2M
PPFA
146
Provida Pension Fund Administrator
Chile
$47.4M +$16.7M +345,540 +61%
Northern Trust
147
Northern Trust
Illinois
$47.3M -$2.2M -45,576 -5%
ME
148
McIlrath & Eck
Washington
$47M -$1.76M -36,546 -4%
CPIG
149
Chicago Partners Investment Group
Illinois
$46.9M +$3.23M +66,900 +8%
TWP
150
Total Wealth Planning
Ohio
$46.7M +$610K +12,636 +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.