We are live on ! Find out more
VUG icon

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
OHWP
1951
Oak Harbor Wealth Partners
North Carolina
$60.6K
FMB
1952
Field & Main Bank
Kentucky
$60.6K
RLIM
1953
Red Lighthouse Investment Management
New York
$59.4K
MPWT
1954
MassMutual Private Wealth & Trust
Connecticut
$58.4K +$24.9K +516 +84%
CBT
1955
CoreFirst Bank & Trust
Kansas
$57.8K
CHC
1956
City Holding Co
West Virginia
$57.8K
AGWCA
1957
Annis Gardner Whiting Capital Advisors
Florida
$57.5K
KA
1958
Kozak & Associates
Colorado
$57.3K +$53K +1,098 New
GWM
1959
Grand Wealth Management
Michigan
$56.3K
BLC
1960
Brown, Lisle/Cummings
Rhode Island
$54.1K
ASBI
1961
American State Bank (Iowa)
Iowa
$52.9K
BAM
1962
Bellevue Asset Management
Washington
$50.8K +$290 +6 +0.6%
SC
1963
SouthState Corp
Florida
$50.4K +$37.1K +768 +376%
MFT
1964
Moisand Fitzgerald Tamayo
Florida
$49.4K -$24.9K -516 -35%
PAI
1965
Pittenger & Anderson Inc
Nebraska
$46.6K -$14.5K -300 -25%
TCM
1966
Tradewinds Capital Management
Washington
$46.6K -$8.11K -168 -16%
MMG
1967
Monetary Management Group
Missouri
$46.6K
BBPWM
1968
Blue Bell Private Wealth Management
Pennsylvania
$45.7K +$2.61K +54 +7%
EWA
1969
Elevate Wealth Advisory
Georgia
$45.1K +$42K +870 New
AFS
1970
Annapolis Financial Services
Maryland
$44.8K +$14.8K +306 +55%
MBFW
1971
Morton Brown Family Wealth
Pennsylvania
$44.5K
CICI
1972
Capital Investment Counsel Inc
North Carolina
$44.1K
MWM
1973
Mascoma Wealth Management
New Hampshire
$42.9K
AWM
1974
Avondale Wealth Management
Texas
$41.3K
OCM
1975
Orion Capital Management
California
$39.5K

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.