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
PWW
1526
Pettyjohn Wood & White
Virginia
$435K
CGA
1527
Crescent Grove Advisors
Illinois
$435K
CWM
1528
Collaborative Wealth Management
Florida
$431K -$3.19K -66 -0.8%
Jennison Associates
1529
Jennison Associates
New York
$430K -$763K -15,798 -66%
CKAIS
1530
Christensen King & Associates Investment Services
Washington
$430K +$401K +8,298 New
AFA
1531
Arlington Financial Advisors
California
$430K +$400K +8,292 New
GAG
1532
GM Advisory Group
New York
$427K -$67.5K -1,398 -15%
PCM
1533
Pointe Capital Management
Michigan
$425K
JWBC
1534
John W. Brooker & Co
California
$423K +$106K +2,196 +37%
BMC
1535
Benin Management Corp
Connecticut
$422K -$65.5K -1,356 -14%
PFG
1536
Prosperity Financial Group
California
$421K
AQR Capital Management
1537
AQR Capital Management
Connecticut
$419K +$390K +8,088 New
SCA
1538
St. Clair Advisors
Ohio
$416K
ACG
1539
Allen Capital Group
Nebraska
$415K -$69.8K -1,446 -15%
HHGA
1540
Halbert Hargrove Global Advisors
California
$415K -$1.45K -30 -0.4%
CAWM
1541
Capital Advisors Wealth Management
Washington
$414K +$13.6K +282 +4%
GF
1542
Gries Financial
Ohio
$413K +$384K +7,962 New
CWS
1543
Cypress Wealth Services
California
$412K
FCA
1544
Fortis Capital Advisors
Kansas
$411K
SCM
1545
Schnieders Capital Management
California
$411K
KMWM
1546
Keudell/Morrison Wealth Management
Oregon
$410K
CGFA
1547
Colton Groome Financial Advisors
North Carolina
$410K +$382K +7,914 New
AWM
1548
Abound Wealth Management
Tennessee
$409K +$7.53K +156 +2%
WPW
1549
Watershed Private Wealth
Illinois
$408K -$43.4K -900 -10%
CIS
1550
Continental Investors Services
Washington
$408K +$8.11K +168 +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.