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
WA
1551
Win Advisors
Florida
$408K +$380K +7,866 New
VFP
1552
Verus Financial Partners
Virginia
$406K
TTWM
1553
TCV Trust & Wealth Management
Virginia
$406K
WG
1554
Welch Group
Alabama
$405K +$117K +2,430 +45%
RIP
1555
RAM Investment Partners
Washington
$404K +$376K +7,794 New
CIA
1556
Cladis Investment Advisory
Montana
$403K
FP
1557
Financial Perspectives
Minnesota
$403K +$290 +6 +0.1%
IHWM
1558
Iron Horse Wealth Management
Iowa
$402K
FA
1559
Fiduciary Alliance
South Carolina
$402K -$85.7K -1,776 -19%
CCG
1560
Catalina Capital Group
California
$401K +$374K +7,740 New
JIP
1561
Jaffetilchin Investment Partners
Florida
$401K +$14.2K +294 +4%
TWP
1562
Tyche Wealth Partners
Texas
$399K +$371K +7,692 New
EFMC
1563
Empire Financial Management Company
New York
$397K -$39.4K -816 -10%
AMCA
1564
Arthur M. Cohen & Associates
Illinois
$397K -$63.4K -1,314 -15%
MF
1565
Meridian Financial
Massachusetts
$395K +$64.3K +1,332 +21%
ODG
1566
O'Dell Group
Ohio
$395K +$8.11K +168 +2%
MWM
1567
MBE Wealth Management
Wisconsin
$392K +$15.6K +324 +4%
VFIC
1568
Valley Forge Investment Consultants
Pennsylvania
$390K -$32.7K -678 -8%
NWMG
1569
National Wealth Management Group
Ohio
$390K -$9.56K -198 -3%
AIM
1570
Allen Investment Management
New York
$389K
WAM
1571
Weatherly Asset Management
California
$387K -$4.34K -90 -1%
PCWA
1572
Pacific Capital Wealth Advisors
California
$387K +$25.5K +528 +8%
WIM
1573
Westside Investment Management
California
$387K +$22.3K +462 +7%
FWA
1574
FSM Wealth Advisors
Ohio
$386K +$84.6K +1,752 +31%
RWA
1575
Redhawk Wealth Advisors
Minnesota
$385K -$53.6K -1,110 -13%

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.