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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
WQ
1701
Wealth Quarterback
New Jersey
$289K +$33.9K +702 +14%
FAM
1702
Frontier Asset Management
Wyoming
$288K +$579 +12 +0.2%
AP
1703
Appleton Partners
Massachusetts
$288K
DE
1704
Day & Ennis
Georgia
$288K +$290 +6 +0.1%
RA
1705
Rockingstone Advisors
Massachusetts
$286K -$69.5K -1,440 -21%
AA
1706
Apriem Advisors
California
$286K -$41.4K -858 -13%
FWP
1707
FAS Wealth Partners
Kansas
$286K +$30.7K +636 +13%
CWM
1708
Centric Wealth Management
Illinois
$285K
OFG
1709
Oxford Financial Group
Indiana
$285K +$36.2K +750 +16%
MBT
1710
Montecito Bank & Trust
California
$284K
FFP
1711
Forbes Financial Planning
Rhode Island
$284K
WW
1712
Westshore Wealth
California
$284K
OPWM
1713
Oxinas Partners Wealth Management
Indiana
$284K
BOS
1714
Bank of Stockton
California
$283K -$5.79K -120 -2%
SCP
1715
Shorepoint Capital Partners
Massachusetts
$282K -$35.3K -732 -12%
HIP
1716
HUB Investment Partners
Texas
$281K +$39.4K +816 +18%
SC
1717
Schiavi & Co
Delaware
$280K +$261K +5,412 New
NSG
1718
Nalls Sherbakoff Group
Tennessee
$280K
GA
1719
Greenspring Advisors
Maryland
$280K
FFA
1720
Florida Financial Advisors
Florida
$280K +$260K +5,394 New
PCM
1721
Pennsylvania Capital Management
Pennsylvania
$279K
MSG
1722
Main Street Group
Virginia
$279K +$260K +5,394 New
MGWA
1723
Monument Group Wealth Advisors
Massachusetts
$279K +$260K +5,382 New
AP
1724
Atwood & Palmer
Missouri
$278K +$253K +5,250 +4,375%
WFS
1725
Weitzel Financial Services
Iowa
$278K

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.