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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
CT
1926
Clearstead Trust
Maine
$97.6K
LFA
1927
LGT Financial Advisors
Texas
$92.6K +$290 +6 +0.3%
CJ
1928
Caitlin John
Michigan
$90.5K +$84.3K +1,746 New
WWM
1929
Wolff Wiese Magana
California
$89.2K +$6.08K +126 +8%
BCPWM
1930
Bradley & Co Private Wealth Management
Florida
$88.3K
EDRH
1931
Edmond de Rothschild Holding
Switzerland
$85.8K +$79.9K +1,656 New
HCA
1932
Heck Capital Advisors
Wisconsin
$85.2K +$79.4K +1,644 New
MSFP
1933
Mark Sheptoff Financial Planning
Connecticut
$85K +$34.2K +708 +76%
ANBT
1934
American National Bank & Trust
Texas
$84.6K +$53.6K +1,110 +213%
GWSA
1935
Global Wealth Strategies & Associates
Colorado
$83K +$38.8K +804 +101%
BCA
1936
Bray Capital Advisors
Florida
$82.5K
WAG
1937
Windsor Advisory Group
Ohio
$81.5K +$75.9K +1,572 New
OSNBOA
1938
Old Second National Bank of Aurora
Illinois
$76.8K
CWP
1939
Concord Wealth Partners
Virginia
$75.6K
AIP
1940
Ameritas Investment Partners
Nebraska
$71.7K +$290 +6 +0.4%
Barclays
1941
Barclays
United Kingdom
$70.6K
IIL
1942
Insight Inv LLC
California
$69.3K
RPCA
1943
Running Point Capital Advisors
California
$66.8K
SAM
1944
Smartleaf Asset Management
Massachusetts
$65.9K +$192K +3,984 New
HWA
1945
Heritage Wealth Advisors
Virginia
$65.5K -$26.6K -552 -30%
PS
1946
Planned Solutions
California
$63.4K +$59.1K +1,224 New
LIA
1947
Luken Investment Analytics
Tennessee
$62.2K
MWA
1948
Moser Wealth Advisors
Washington
$62.2K
DF
1949
Dunhill Financial
United Kingdom
$62.2K +$57.9K +1,200 New
GKIM
1950
GW&K Investment Management
Massachusetts
$62K

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.