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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
FOFP
176
Fee-Only Financial Planning
South Carolina
$38M -$159K -3,288 -0.4%
SIA
177
Strategic Investment Advisors
Michigan
$37.8M +$1.97M +40,788 +6%
TF
178
Trek Financial
Arizona
$37.7M -$2.11M -43,806 -6%
SFWA
179
Summit Financial Wealth Advisors
Louisiana
$37.3M -$1.44M -29,892 -4%
MWC
180
MBM Wealth Consultants
Missouri
$37.1M -$612K -12,678 -2%
CWM
181
Connecticut Wealth Management
Connecticut
$37.1M +$1.09M +22,560 +3%
PWP
182
Principle Wealth Partners
Connecticut
$36.7M +$781K +16,188 +2%
BWM
183
Brickley Wealth Management
California
$36.4M +$57.1K +1,182 +0.2%
ACA
184
Affinity Capital Advisors
California
$35.9M +$2.59M +53,712 +8%
AC
185
ASB Consultores
Florida
$35.7M +$28.1M +582,408 +548%
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$35.4M +$5.21M +107,874 +15%
EWP
187
Engrave Wealth Partners
Texas
$35.4M +$13.6M +282,378 +70%
BDWCC
188
B&D White Capital Company
Texas
$34.8M +$83.1K +1,722 +0.3%
PPP
189
Private Portfolio Partners
New Jersey
$34.6M +$173K +3,582 +0.5%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$34.5M +$31.9M +661,242 +3,994%
SI
191
Stephens Inc
Arkansas
$33.6M +$855K +17,712 +3%
SAM
192
SP Asset Management
California
$33.1M +$1.26M +26,154 +4%
AIS
193
American Investment Services
Massachusetts
$33M -$106K -2,196 -0.3%
GG
194
Gleason Group
Kentucky
$32.7M -$103K -2,142 -0.3%
MFG
195
Magnus Financial Group
New York
$32.6M +$1.19M +24,624 +4%
SAM
196
Silvercrest Asset Management
New York
$32.5M +$3.63M +75,294 +14%
WFM
197
Wolff Financial Management
Michigan
$32.4M -$494K -10,242 -2%
ACS
198
Archford Capital Strategies
Illinois
$31.9M +$2.31M +47,802 +8%
AA
199
Axiom Advisory
California
$31.9M -$82K -1,698 -0.3%
FWP
200
Falcon Wealth Planning
California
$31.9M -$8.36M -173,262 -22%

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.