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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
EBA
1501
Eagle Bay Advisors
New York
$466K
UWPG
1502
Ullmann Wealth Partners Group
Florida
$465K +$29K +600 +7%
EFA
1503
Evernest Financial Advisors
Indiana
$465K +$433K +8,976 New
CC
1504
Cannell & Co
New York
$464K
BDL
1505
Bey-Douglas LLC
Georgia
$464K +$432K +8,946 New
PG
1506
Proffitt & Goodson
Tennessee
$463K
OA
1507
Oxbow Advisors
Texas
$459K +$113K +2,340 +36%
RP
1508
Rowlandmiller & Partners
Georgia
$459K
FCM
1509
Fortis Capital Management
Washington
$458K +$167K +3,468 +65%
SA
1510
Strategic Advocates
Utah
$457K -$151K -3,138 -26%
HW
1511
Hancock Whitney
Mississippi
$455K +$424K +8,790 New
BCP
1512
Berkeley Capital Partners
Georgia
$452K -$7.53K -156 -2%
EA
1513
Everpar Advisors
Oklahoma
$449K +$418K +8,658 New
RWA
1514
Rainsberger Wealth Advisors
Colorado
$448K +$579 +12 +0.1%
CWM
1515
Chemistry Wealth Management
New York
$448K +$7.24K +150 +2%
MFG
1516
Monumental Financial Group
Maryland
$448K +$182K +3,762 +77%
FA
1517
Flagstar Advisors
New York
$447K +$7.53K +156 +2%
LWMI
1518
Landmark Wealth Management (Illinois)
Illinois
$445K +$415K +8,592 New
AAG
1519
Armstrong Advisory Group
Massachusetts
$445K +$188K +3,888 +83%
CG
1520
CFO4Life Group
Texas
$442K +$579 +12 +0.1%
CMAI
1521
Capital Management Associates Inc
Minnesota
$441K +$411K +8,520 New
JWCA
1522
J.W. Coons Advisors
Ohio
$441K +$3.48K +72 +0.9%
WJWM
1523
Williams Jones Wealth Management
New York
$436K +$33K +684 +9%
PCS
1524
Private Client Services
Kentucky
$436K +$406K +8,418 New
VCM
1525
Viewpoint Capital Management
Washington
$436K

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.