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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
OCM
1576
Orleans Capital Management
Louisiana
$384K -$21.7K -450 -6%
SRCM
1577
Signature Resources Capital Management
California
$383K +$357K +7,392 New
FFA
1578
Fragasso Financial Advisors
Pennsylvania
$381K -$6.08K -126 -2%
PI
1579
Pachira Investments
California
$381K +$869 +18 +0.2%
FIM
1580
FWL Investment Management
Texas
$381K
BTIM
1581
BancFirst Trust & Investment Management
Oklahoma
$379K
JC
1582
JB Capital
Connecticut
$379K +$54.2K +1,122 +18%
EWM
1583
Endowment Wealth Management
Wisconsin
$378K -$24K -498 -6%
FCH
1584
Freestone Capital Holdings
Washington
$377K +$112K +2,316 +47%
AAMA
1585
Advanced Asset Management Advisors
Ohio
$377K -$10.4M -215,964 -97%
SF
1586
Slagle Financial
Illinois
$376K +$335K +6,948 +92%
FWM
1587
FFT Wealth Management
Pennsylvania
$376K +$36.2K +750 +12%
MAC
1588
Mason & Associates (California)
California
$374K
GWANC
1589
Guardian Wealth Advisors (North Carolina)
North Carolina
$374K +$869 +18 +0.2%
BP
1590
BBR Partners
New York
$373K +$116K +2,400 +50%
DFA
1591
DHJJ Financial Advisors
Illinois
$372K -$31K -642 -8%
SPWG
1592
Syntegra Private Wealth Group
Missouri
$372K
WP
1593
WMS Partners
Maryland
$370K -$418K -8,652 -55%
LA
1594
Latitude Advisors
Florida
$369K -$59.1K -1,224 -15%
VCM
1595
Vivaldi Capital Management
Illinois
$368K +$290 +6 +0.1%
WWP
1596
WR Wealth Planners
Missouri
$367K +$22.6K +468 +7%
PWA
1597
Pillar Wealth Advisors
Pennsylvania
$366K
DP
1598
Denver PWM
Colorado
$365K +$29.8K +618 +9%
GSC
1599
G&S Capital
Colorado
$365K -$26.9K -558 -7%
CAI
1600
Capital Advisors Inc
Oklahoma
$365K -$33.9K -702 -9%

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.