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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
PIFP
151
Partners in Financial Planning
Virginia
$46.3M -$262K -5,418 -0.6%
CA
152
Crane Advisory
California
$46.3M +$982K +20,334 +2%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$46.2M +$7.12M +147,528 +20%
SCTC
154
Sanibel Captiva Trust Company
Florida
$45.9M +$42.8M +886,104 New
PCA
155
Prosperity Capital Advisors
Ohio
$45M +$6.65M +137,706 +19%
Comerica Bank
156
Comerica Bank
Texas
$44.5M +$4.26M +88,170 +11%
SWA
157
Strata Wealth Advisors
Texas
$44.5M +$450K +9,330 +1%
CCA
158
Checchi Capital Advisers
California
$43.9M +$1.22M +25,254 +3%
GC
159
Grimes & Company
Massachusetts
$43.1M -$122K -2,520 -0.3%
VVP
160
Venture Visionary Partners
Ohio
$42.7M +$787K +16,314 +2%
OCM
161
One Capital Management
California
$42.4M -$3.13M -64,782 -7%
EWA
162
EverSource Wealth Advisors
Alabama
$42.2M +$4.26M +88,224 +12%
VIA
163
Vantagepoint Investment Advisers
District of Columbia
$42.2M
PPW
164
Presilium Private Wealth
Pennsylvania
$42M +$779K +16,140 +2%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$41M +$35.9K +744 +0.1%
CCM
166
Condor Capital Management
New Jersey
$40.7M +$495K +10,248 +1%
SAI
167
Systematic Alpha Investments
New Jersey
$40.6M
EC
168
Estate Counselors
Wisconsin
$40.3M +$21.4M +442,800 +132%
PFPT
169
Pinnacle Financial Partners (Tennessee)
Tennessee
$40M +$5.23M +108,276 +16%
AFAS
170
Acorn Financial Advisory Services
Virginia
$39.8M -$2.14M -44,286 -5%
TPW
171
TL Private Wealth
Texas
$39.3M +$162K +3,354 +0.4%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$38.7M -$1.16M -24,066 -3%
KPWS
173
Kestra Private Wealth Services
Texas
$38.6M +$3.74M +77,556 +12%
PFA
174
Pathway Financial Advisors
Vermont
$38.6M -$438K -9,078 -1%
IWA
175
Inspirion Wealth Advisors
Illinois
$38M +$246K +5,088 +0.7%

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.