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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
SM
1676
Sensible Money
Arizona
$308K
CWMGP
1677
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$306K +$579 +12 +0.2%
SGWM
1678
Sterling Group Wealth Management
California
$306K
GW
1679
GW & Wade
Massachusetts
$306K
LA
1680
Lifeworks Advisors
Michigan
$303K +$282K +5,850 New
B
1681
Bailard
California
$303K
RK
1682
Rather & Kittrell
Tennessee
$303K
C
1683
Croban
Ohio
$302K +$213K +4,410 New
HAM
1684
Harmony Asset Management
Arizona
$301K +$280K +5,802 New
GAM
1685
GEM Asset Management
Michigan
$300K +$290 +6 +0.1%
LAIC
1686
Lederer & Associates Investment Counsel
California
$298K
OC
1687
Oakworth Capital
Alabama
$297K
WCF
1688
West Coast Financial
California
$297K
XSC
1689
X-Square Capital
Puerto Rico
$296K +$275K +5,706 New
CTA
1690
Camelot Technology Advisors
California
$296K +$275K +5,706 New
TI
1691
Tidal Investments
Wisconsin
$295K +$275K +5,700 New
CWS
1692
Confluence Wealth Services
Pennsylvania
$295K +$579 +12 +0.2%
HCM
1693
Highlander Capital Management
New Jersey
$294K
SNBOSCI
1694
Security National Bank of Sioux City Iowa
Iowa
$294K
LWP
1695
Laurel Wealth Planning
Minnesota
$294K
WC
1696
Waterloo Capital
Texas
$292K +$272K +5,640 New
MTIC
1697
Missouri Trust & Investment Company
Missouri
$292K +$20.9K +432 +8%
APW
1698
Austin Private Wealth
Texas
$291K -$49.2K -1,020 -15%
PWM
1699
Praetorian Wealth Management
California
$290K +$271K +5,604 New
RRWA
1700
Rainey & Randall Wealth Advisors
Florida
$289K -$35K -726 -12%

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.