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Vanguard Growth ETF
VUG

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: 321 → 376 (+55)

12% more funds holding

Funds holding: 1,829 → 2,041 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.91B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$377M
3
Bank of America
Bank of America
North Carolina
+$372M
4
Goldman Sachs
Goldman Sachs
New York
+$236M
5
JP Morgan Chase
JP Morgan Chase
New York
+$199M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$251M
2
Osaic Holdings
Osaic Holdings
Arizona
-$128M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$109M
4
UCFA
United Capital Financial Advisors
Texas
-$109M
5
RIA
Retirement Investment Advisors
Oklahoma
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1751
Gateway Wealth Partners
Wisconsin
$261K -$152K -3,144 -38%
UL
1752
Unionview LLC
Washington
$260K +$290 +6 +0.1%
FNC
1753
First National Corp
Massachusetts
$259K +$242K +5,004 New
MWA
1754
Motive Wealth Advisors
Michigan
$259K -$6.37K -132 -3%
FFP
1755
FourThought Financial Partners
Florida
$259K – – –
JWM
1756
JPL Wealth Management
Colorado
$259K +$242K +5,004 New
FWMM
1757
Foundation Wealth Management (Missouri)
Missouri
$259K +$290 +6 +0.1%
GCM
1758
Gallacher Capital Management
Colorado
$259K -$1.45K -30 -0.6%
FSA
1759
Financial Security Advisor
Virginia
$257K +$579 +12 +0.2%
SCM
1760
Steele Capital Management
Iowa
$257K +$239K +4,956 New
Chevy Chase Trust
1761
Chevy Chase Trust
Maryland
$256K – – –
CPC
1762
Consolidated Planning Corp
Georgia
$256K -$13.3K -276 -5%
TFF
1763
The Family Firm
Maryland
$256K +$579 +12 +0.2%
HIG
1764
Heritage Investment Group
Florida
$256K – – –
FFL
1765
Financial Freedom LLC
Ohio
$255K +$290 +6 +0.1%
YWS
1766
Yarger Wealth Strategies
Ohio
$255K +$579 +12 +0.2%
SWIG
1767
Strategic Wealth Investment Group
Kentucky
$254K +$237K +4,902 New
Janus Henderson Group
1768
Janus Henderson Group
United Kingdom
$254K +$236K +4,896 New
PCM
1769
Princeton Capital Management
New Jersey
$253K +$236K +4,890 New
ACM
1770
Ategra Capital Management
Virginia
$253K – – –
SAS
1771
SMI Advisory Services
Indiana
$252K +$579 +12 +0.2%
HS
1772
Horan Securities
United States
$252K +$235K +4,866 New
CWP
1773
Curated Wealth Partners
California
$252K – – –
WRPWM
1774
Werba Rubin Papier Wealth Management
California
$251K – – –
MC
1775
Matisse Capital
Oregon
$250K -$15.6K -324 -6%
69 70
71
72 73

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.