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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
SA
1651
Skyline Advisors
Washington
$331K +$309K +6,396 New
WWC
1652
Waypoint Wealth Counsel
Georgia
$331K +$290 +6 +0.1%
ZIG
1653
Zullo Investment Group
Pennsylvania
$330K
RC
1654
Roundview Capital
New Jersey
$329K -$8.11K -168 -3%
WOC
1655
West Oak Capital
California
$328K
WAM
1656
Walker Asset Management
Missouri
$327K
WA
1657
WealthTrust Axiom
Pennsylvania
$327K
DP
1658
DDD Partners
Washington
$326K -$2.32K -48 -0.8%
BWP
1659
Bernardo Wealth Planning
Pennsylvania
$326K +$14.2K +294 +5%
BFP
1660
Beacon Financial Planning
Massachusetts
$325K +$2.61K +54 +0.9%
DAC
1661
Dividend Assets Capital
South Carolina
$324K
SIAP
1662
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$324K
TI
1663
tru Independence
Oregon
$324K -$26.4K -546 -8%
BCM
1664
BluePointe Capital Management
California
$322K +$300K +6,222 New
GFL
1665
Granite FO LLC
New Hampshire
$320K
MWA
1666
MFA Wealth Advisors
Pennsylvania
$315K
CCFCSB
1667
Cape Cod Five Cents Savings Bank
Massachusetts
$314K -$293K -6,060 -50%
GCM
1668
Gables Capital Management
Florida
$312K -$3.77K -78 -1%
GWM
1669
GSB Wealth Management
Connecticut
$311K -$49.8K -1,032 -15%
PSP
1670
Pacific Sage Partners
Washington
$310K
BWCS
1671
Beirne Wealth Consulting Services
Connecticut
$310K +$289K +5,988 New
WSWA
1672
Warren Street Wealth Advisors
California
$309K -$1.45K -30 -0.5%
QCIG
1673
Quad-Cities Investment Group
Iowa
$309K -$123K -2,556 -30%
DBRC
1674
D.B. Root & Company
Pennsylvania
$309K +$290 +6 +0.1%
PCTC
1675
Perkins Coie Trust Company
Washington
$308K -$7.24K -150 -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.