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
JWM
1976
Janiczek Wealth Management
Colorado
$38.5K -$4.92K -102 -12%
MIM
1977
MTM Investment Management
South Carolina
$37.3K -$2.61K -54 -7%
TSW
1978
Thompson Siegel & Walmsley
Virginia
$36K
VCM
1979
Versant Capital Management
Arizona
$35.1K
WIA
1980
Wetzel Investment Advisors
Indiana
$35K +$32.4K +672 New
LFA
1981
Livelsberger Financial Advisory
Ohio
$33K +$30.7K +636 New
CWM
1982
Compass Wealth Management
Connecticut
$32K
FDP
1983
Financiere des Professionnels
Quebec, Canada
$31.1K
GBT
1984
Grove Bank & Trust
Florida
$31.1K
SN
1985
Sittner & Nelson
Oregon
$31.1K
RMC
1986
Resources Management Corp
Connecticut
$31K
AI
1987
Arvest Investments
Arkansas
$30.5K +$28.4K +588 New
AIM
1988
ARK Investment Management
Florida
$30.1K +$11.9K +246 +73%
CIA
1989
Cape Investment Advisory
Georgia
$29.9K -$735K -15,228 -96%
NECFA
1990
New England Capital Financial Advisors
Connecticut
$29.7K
BCM
1991
Bourgeon Capital Management
Connecticut
$29K
BWP
1992
Baldwin Wealth Partners
Massachusetts
$28.9K
UIA
1993
Ulland Investment Advisors
Minnesota
$28K
NRG
1994
Nemes Rush Group
Michigan
$27K
SFC
1995
SYM Financial Corp
Indiana
$27K +$1.45K +30 +6%
Allspring Global Investments
1996
Allspring Global Investments
North Carolina
$27K +$25.2K +522 New
KWAG
1997
Kiely Wealth Advisory Group
North Carolina
$26.9K +$24K +498 New
DCM
1998
Davis Capital Management
Florida
$23.9K +$22.3K +462 New
LFA
1999
Legend Financial Advisors
Pennsylvania
$22.1K
LF
2000
Lee Financial
Texas
$20.8K

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.