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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
SIS
1901
Sound Income Strategies
Florida
$142K +$29.8K +618 +29%
PP
1902
PrairieView Partners
Minnesota
$142K +$12.7K +264 +11%
LPP
1903
Life Planning Partners
Florida
$141K +$131K +2,724 New
S
1904
Sachetta
Massachusetts
$133K +$124K +2,574 New
PWMG
1905
Private Wealth Management Group
New Jersey
$132K +$123K +2,538 New
RCM
1906
Richardson Capital Management
Wisconsin
$131K +$122K +2,532 New
DSC
1907
Duncker Streett & Co
Missouri
$130K +$290 +6 +0.2%
WAS
1908
Winch Advisory Services
Wisconsin
$129K +$57.9K +1,200 +93%
MIM
1909
Macroview Investment Management
Maryland
$127K +$116K +2,394 +4,433%
T
1910
Tidemark
California
$125K +$116K +2,412 New
MSWM
1911
McGlone Suttner Wealth Management
Wisconsin
$125K +$116K +2,406 New
POIA
1912
Pin Oak Investment Advisors
Texas
$122K
MCA
1913
Maryland Capital Advisors
Maryland
$119K
WPA
1914
West Paces Advisors
Georgia
$119K -$33.9K -702 -23%
BIA
1915
Bell Investment Advisors
California
$119K +$290 +6 +0.3%
BSB
1916
Bangor Savings Bank
Maine
$118K +$26.1K +540 +31%
KHC
1917
Koesten Hirschmann & Crabtree
Kansas
$116K
PA
1918
Pineridge Advisors
Missouri
$114K +$106K +2,202 New
CMBA
1919
C.M. Bidwell & Associates
Hawaii
$109K
BEI
1920
Benjamin Edwards Inc
Missouri
$109K
MSS
1921
Mitchell Sinkler & Starr
Pennsylvania
$109K +$101K +2,100 New
FFC
1922
First Financial Corp
Indiana
$108K
CA
1923
Crewe Advisors
Utah
$103K
FCMT
1924
Founders Capital Management (Texas)
Texas
$101K
USB
1925
Union Savings Bank
Connecticut
$98.2K

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.