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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
PWP
1626
Precedent Wealth Partners
Texas
$344K +$321K +6,642 New
LPT
1627
Legacy Private Trust
Wisconsin
$343K
PWM
1628
PBMares Wealth Management
Virginia
$343K +$23.2K +480 +8%
Kovitz Investment Group Partners
1629
Kovitz Investment Group Partners
Illinois
$342K -$1.08M -22,290 -77%
WTFG
1630
Wells Trecaso Financial Group
Ohio
$342K -$8.69K -180 -3%
AP
1631
Adero Partners
California
$341K -$84K -1,740 -21%
FMN
1632
Financial Management Network
California
$340K -$4.34K -90 -1%
HFS
1633
Horizon Financial Services
North Carolina
$339K -$54.4K -1,128 -15%
GWS
1634
Glassman Wealth Services
Virginia
$338K -$145K -3,006 -32%
SIC
1635
Shoker Investment Counsel
Ohio
$338K
AWP
1636
Abacus Wealth Partners
California
$337K
FWM
1637
FSA Wealth Management
Massachusetts
$337K -$92.1K -1,908 -23%
FNT
1638
First Nebraska Trust
Nebraska
$337K
CW
1639
Connectus Wealth
Ohio
$337K +$290 +6 +0.1%
DOA
1640
D'Orazio & Associates
Virginia
$336K -$71K -1,470 -18%
WCM
1641
WealthBridge Capital Management
Ohio
$336K +$3.48K +72 +1%
PFA
1642
Pinnacle Family Advisors
Missouri
$335K -$533K -11,040 -63%
VHAM
1643
Van Hulzen Asset Management
California
$335K +$26.6K +552 +9%
MA
1644
Mezzasalma Advisors
New Jersey
$335K +$6.37K +132 +2%
MWM
1645
MY Wealth Management
Maryland
$334K -$20.6K -426 -6%
LNB
1646
Ledyard National Bank
$333K -$31K -642 -9%
VP
1647
Verum Partners
North Carolina
$333K -$48.7K -1,008 -14%
CW
1648
CIC Wealth
Maryland
$332K +$310K +6,414 New
Harris Associates
1649
Harris Associates
Illinois
$332K +$309K +6,408 New
CPP
1650
Capasso Planning Partners
South Carolina
$332K +$19.1K +396 +7%

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.