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
GGS
1601
Galvin Gaustad & Stein
Arizona
$365K
HW
1602
Hamilton Wealth
California
$365K +$1.16K +24 +0.3%
HCA
1603
Horan Capital Advisors
Ohio
$363K +$339K +7,014 New
IF
1604
Ironwood Financial
Arizona
$363K +$6.08K +126 +2%
RDWM
1605
Red Door Wealth Management
Tennessee
$362K
CWA
1606
Clarity Wealth Advisors
California
$362K +$29K +600 +9%
LWM
1607
Lyell Wealth Management
California
$361K
SC
1608
Sepio Capital
Utah
$360K -$8.11K -168 -2%
HGA
1609
Hobbs Group Advisors
South Carolina
$360K +$336K +6,954 New
CWM
1610
Curi Wealth Management
North Carolina
$359K -$6.95K -144 -2%
PP
1611
Pacifica Partners
Canada
$358K -$14.2K -294 -4%
MLFP
1612
MPS Loria Financial Planners
Illinois
$358K -$26.9K -558 -7%
VW
1613
Vance Wealth
California
$357K
FCM
1614
Firestone Capital Management
Florida
$356K +$7.82K +162 +2%
WC
1615
Wynn Capital
Georgia
$354K +$330K +6,828 New
WLG
1616
Williamson Legacy Group
Indiana
$352K +$328K +6,798 New
BFA
1617
Buttonwood Financial Advisors
Maryland
$351K
OPA
1618
Old Port Advisors
Maine
$350K -$15.6K -324 -5%
FDDB
1619
Fidelity D&D Bancorp
Pennsylvania
$350K +$96.7K +2,004 +42%
IWS
1620
Insight Wealth Strategies
California
$348K -$42.6K -882 -12%
T
1621
TNF
Montana
$347K +$308K +6,372 New
TWM
1622
TriaGen Wealth Management
California
$347K
GWAG
1623
Garrett Wealth Advisory Group
Texas
$346K +$579 +12 +0.2%
BBA
1624
Braun-Bostich & Associates
Pennsylvania
$346K
SIA
1625
Soltis Investment Advisors
Utah
$345K -$35.9K -744 -10%

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.