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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
BHWM
1876
Beaird Harris Wealth Management
Texas
$202K -$579 -12 -0.3%
SC
1877
Stephenson & Company
California
$202K +$188K +3,900 New
BW
1878
Bison Wealth
Georgia
$202K +$188K +3,900 New
LA
1879
Legacy Advisors
Pennsylvania
$202K +$188K +3,894 New
APWM
1880
Atlas Private Wealth Management
New York
$201K +$188K +3,888 New
LAM
1881
Lifestyle Asset Management
Texas
$201K +$187K +3,882 New
NBT
1882
Northwest Bank & Trust
Iowa
$201K +$187K +3,876 New
SNB
1883
Security National Bank
Nebraska
$201K +$187K +3,870 New
PFM
1884
Phillips Financial Management
Indiana
$200K – – –
AC
1885
AlphaCore Capital
California
$195K -$368K -7,620 -67%
CMP
1886
Coston McIsaac & Partners
Maine
$187K +$290 +6 +0.2%
IF
1887
Integrity Financial
Wyoming
$187K – – –
ICM
1888
Islay Capital Management
Texas
$187K +$174K +3,600 New
NFA
1889
Northwest Financial Advisors
Virginia
$174K +$162K +3,366 New
TIM
1890
Tortoise Investment Management
New York
$173K -$5.79K -120 -3%
WB
1891
Webster Bank
Connecticut
$173K – – –
AF
1892
Arrow Financial
New York
$173K – – –
JPWM
1893
Jamison Private Wealth Management
Georgia
$162K – – –
CYG
1894
Clean Yield Group
Vermont
$157K – – –
CPG
1895
Custom Portfolio Group
Colorado
$155K +$145K +3,000 New
NS
1896
NBC Securities
Alabama
$153K +$15.1K +312 +12%
ACA
1897
Atlas Capital Advisors
Wyoming
$153K +$29K +600 +26%
Belvedere Trading
1898
Belvedere Trading
Illinois
$152K -$513K -10,632 -78%
NSIM
1899
North Star Investment Management
Illinois
$149K – – –
HPIA
1900
Hamilton Point Investment Advisors
North Carolina
$148K – – –
74 75
76
77 78

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.