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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
WF
1776
Welch & Forbes
Massachusetts
$250K +$233K +4,824 New
AWM
1777
Activest Wealth Management
Florida
$250K -$9.85K -204 -4%
HAC
1778
Harbor Advisory Corp
New Hampshire
$250K
BFS
1779
Bradley Foster & Sargent
Connecticut
$248K
KWS
1780
Keystone Wealth Services
California
$248K +$231K +4,788 New
KCM
1781
Kanawha Capital Management
Virginia
$248K -$109K -2,250 -32%
SWM
1782
StoneCrest Wealth Management
Arizona
$248K +$231K +4,782 New
TW
1783
TrinityPoint Wealth
Connecticut
$247K -$59.1K -1,224 -20%
CCA
1784
Cobblestone Capital Advisors
New York
$247K -$5.79K -120 -2%
RWS
1785
Resolute Wealth Strategies
Mississippi
$246K +$290 +6 +0.1%
IF
1786
IRON Financial
Illinois
$246K +$579 +12 +0.3%
AWA
1787
Acorn Wealth Advisors
Michigan
$245K +$579 +12 +0.3%
MAM
1788
Milestone Asset Management
Pennsylvania
$245K
NF
1789
Nikulski Financial
Iowa
$244K +$11.6K +240 +5%
RFP
1790
Root Financial Partners
California
$244K +$227K +4,710 New
SIC
1791
Sigma Investment Counselors
Michigan
$243K
RWM
1792
Revisor Wealth Management
Ohio
$243K +$226K +4,692 New
AAS
1793
Asset Allocation Strategies
Michigan
$242K -$88.9K -1,842 -28%
SWM
1794
Soundmark Wealth Management
Washington
$242K
ST
1795
Sentinel Trust
Texas
$242K
UCB
1796
United Community Bank
South Carolina
$242K -$15.9K -330 -7%
DP
1797
Divergent Planning
Maryland
$241K
FBT
1798
First Bank & Trust
South Dakota
$241K
EAM
1799
Empirical Asset Management
Massachusetts
$241K -$2.03K -42 -0.9%
AWS
1800
Aspen Wealth Strategies
Colorado
$241K -$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.