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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
B
1851
Bensler
Washington
$214K +$200K +4,134 New
FFG
1852
Frisch Financial Group
New York
$214K +$199K +4,128 New
GPWA
1853
Great Point Wealth Advisors
Massachusetts
$213K +$198K +4,104 New
PCMF
1854
Private Capital Management (Florida)
Florida
$212K +$197K +4,086 New
HWMA
1855
Heritage Wealth Management (Arizona)
Arizona
$212K +$197K +4,086 New
CHAM
1856
Clear Harbor Asset Management
Connecticut
$211K +$197K +4,080 New
SHA
1857
Seneca House Advisors
Virginia
$211K +$196K +4,068 New
CICC
1858
Capital Investment Counsel (Colorado)
Colorado
$211K +$196K +4,068 New
TFA
1859
Teamwork Financial Advisors
Texas
$210K +$196K +4,062 New
CVA
1860
Central Valley Advisors
California
$210K +$196K +4,056 New
LTI
1861
Laffer Tengler Investments
Tennessee
$210K +$1.45K +30 +0.7%
FWM
1862
Fiat Wealth Management
Minnesota
$210K +$195K +4,050 New
SFG
1863
Sather Financial Group
Texas
$209K +$194K +4,026 New
FTDI
1864
First Trust Direct Indexing
Massachusetts
$208K +$194K +4,020 New
JJBC
1865
James J. Burns & Company
New York
$208K +$193K +3,996 New
PSFG
1866
Prairie Sky Financial Group
Illinois
$208K +$194K +4,014 New
ST
1867
Spinnaker Trust
Maine
$208K -$48.4K -1,002 -20%
PWS
1868
Physician Wealth Solutions
Nevada
$208K +$194K +4,014 New
CST
1869
Charles Schwab Trust
Nevada
$206K +$192K +3,984 New
AIA
1870
Alera Investment Advisors
Illinois
$206K +$192K +3,978 New
FG
1871
Foster Group
Iowa
$206K – – –
LWA
1872
Lowe Wealth Advisors
Maryland
$205K – – –
WIM
1873
Warwick Investment Management
Texas
$205K +$191K +3,954 New
AFG
1874
Albion Financial Group
Utah
$203K -$4.63K -96 -2%
RS
1875
Retirement Solution
Washington
$202K +$188K +3,900 New
73 74
75
76 77

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.