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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
QS
1826
Quantitative Strategies
California
$228K -$14.5K -300 -6%
HR
1827
Howe & Rusling
New York
$228K +$183K +3,798 +633%
AWAG
1828
ARS Wealth Advisors Group
Florida
$227K -$58.8K -1,218 -22%
LCM
1829
Lazari Capital Management
California
$227K +$211K +4,374 New
EB
1830
Exchange Bank
California
$226K +$211K +4,368 New
WFS
1831
Widmann Financial Services
Maryland
$224K +$209K +4,332 New
SIAG
1832
Safeguard Investment Advisory Group
California
$224K +$209K +4,332 New
LFWA
1833
LBJ Family Wealth Advisors
Texas
$224K -$17.7K -366 -8%
PJWM
1834
Philip James Wealth Mangement
Georgia
$223K +$208K +4,308 New
WWM
1835
Wiser Wealth Management
Georgia
$222K
RIG
1836
RiverFront Investment Group
Virginia
$221K +$206K +4,272 New
W
1837
WorthPointe
California
$221K +$206K +4,272 New
EL
1838
Essex LLC
Illinois
$221K +$206K +4,260 New
KOC
1839
Koss-Olinger Consulting
Florida
$219K +$204K +4,230 New
TWM
1840
Tolleson Wealth Management
Texas
$219K +$204K +4,230 New
CPSAC
1841
Chas P. Smith & Associates (CPS)
Florida
$219K +$204K +4,236 New
GCIM
1842
Gunn & Company Investment Management
Florida
$219K +$204K +4,236 New
RWA
1843
River Wealth Advisors
Pennsylvania
$219K +$204K +4,224 New
CMS
1844
Capital Market Strategies
Florida
$217K +$202K +4,182 New
LP
1845
LGL Partners
Pennsylvania
$216K +$202K +4,176 New
HPC
1846
HM Payson & Co
Maine
$216K -$869 -18 -0.4%
TCBWMS
1847
Texas Capital Bank Wealth Management Services
Texas
$215K +$200K +4,146 New
CSIA
1848
Charles Schwab Investment Advisory
California
$215K +$200K +4,146 New
MPCL
1849
My Personal CFO LLC
Washington
$215K +$200K +4,146 New
EC
1850
Eaton-Cambridge
Arizona
$214K +$200K +4,134 New

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.