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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
MAWA
1801
Moss Adams Wealth Advisors
Washington
$241K -$174K -3,600 -44%
TFM
1802
TFC Financial Management
Massachusetts
$239K
SC
1803
Sinecera Capital
Texas
$237K
APG
1804
Abacus Planning Group
South Carolina
$236K +$220K +4,554 New
TWM
1805
Trevian Wealth Management
Massachusetts
$234K
HBW
1806
Hazlett, Burt & Watson
West Virginia
$234K +$4.34K +90 +2%
AMM
1807
American Money Management
California
$234K -$37.7K -780 -15%
MP
1808
McDonald Partners
Ohio
$233K
CFP
1809
Cypress Financial Planning
New Jersey
$233K -$235K -4,866 -51%
MNG
1810
Manning & Napier Group
New York
$233K
IP
1811
Investment Partners
Ohio
$232K -$1.45K -30 -0.7%
Luther King Capital Management (LKCM)
1812
Luther King Capital Management (LKCM)
Texas
$232K
RS
1813
Rakuten Securities
Japan
$232K +$216K +4,476 New
JFG
1814
JDM Financial Group
Texas
$231K -$48.4K -1,002 -18%
PG
1815
Patten Group
Tennessee
$231K
AWA
1816
Amplius Wealth Advisors
Pennsylvania
$230K -$11K -228 -5%
ACM
1817
Alamar Capital Management
California
$230K
CCM
1818
Canal Capital Management
Virginia
$230K
PWM
1819
Prosperity Wealth Management
California
$230K -$208K -4,302 -49%
DFC
1820
DBK Financial Counsel
Ohio
$229K
FIB
1821
First Interstate Bank
Montana
$229K -$92.7K -1,920 -30%
SWM
1822
SilverOak Wealth Management
Minnesota
$229K +$213K +4,422 New
HT
1823
Heritage Trust
Oklahoma
$229K +$213K +4,416 New
AWM
1824
Atticus Wealth Management
Florida
$228K +$1.45K +30 +0.7%
Jane Street
1825
Jane Street
New York
$228K -$6.92M -143,370 -97%

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.