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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
NRC
1726
New Republic Capital
North Carolina
$276K
LCWP
1727
Legacy Capital Wealth Partners
Arkansas
$274K +$256K +5,298 New
SWM
1728
Stockman Wealth Management
Montana
$273K -$1.09M -22,560 -81%
FBC
1729
Fairfield, Bush & Co
Connecticut
$272K +$254K +5,256 New
MI
1730
Moneywise Inc
Virginia
$272K -$19.7K -408 -7%
PWM
1731
Power Wealth Management
Georgia
$271K +$253K +5,238 New
LWM
1732
Laidlaw Wealth Management
New York
$271K -$498K -10,308 -66%
WP
1733
WealthPLAN Partners
Nebraska
$271K -$16.2K -336 -6%
CFG
1734
Carr Financial Group
Massachusetts
$271K
FG
1735
Fairman Group
Pennsylvania
$271K +$253K +5,232 New
OWM
1736
Opes Wealth Management
California
$269K
CB
1737
Community Bank
New York
$269K +$14.5K +300 +6%
HFA
1738
High Falls Advisors
New York
$269K -$57.9K -1,200 -19%
HNW
1739
High Note Wealth
Minnesota
$268K +$9.85K +204 +4%
TC
1740
Truvestments Capital
Florida
$266K +$579 +12 +0.2%
EBT
1741
Enterprise Bank & Trust
Massachusetts
$266K -$18.8K -390 -7%
TAM
1742
Tucker Asset Management
Colorado
$266K +$109K +2,256 +78%
FWA
1743
FOCUS Wealth Advisors
Texas
$265K
SC
1744
Schoolcraft Capital
Colorado
$265K +$247K +5,112 New
CC
1745
Callan Capital
California
$264K
SC
1746
Solstein Capital
California
$264K
BAMG
1747
Brand Asset Management Group
Missouri
$264K +$27.8K +576 +13%
VF
1748
Vawter Financial
Ohio
$262K
AIA
1749
AIMZ Investment Advisors
California
$262K +$290 +6 +0.1%
BIM
1750
Bridges Investment Management
Nebraska
$261K +$2.9K +60 +1%

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.