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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
SBH
2051
Segall Bryant & Hamill
Illinois
-$2.76M -60,744 Closed
OCBCO
2052
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$2.01M -44,346 Closed
MWM
2053
MTC Wealth Management
Florida
-$2.01M -44,280 Closed
RA
2054
Rational Advisors
New York
-$2.01M -44,274 Closed
Legacy Financial Group (Iowa)
2055
Legacy Financial Group (Iowa)
Iowa
-$1.72M -37,974 Closed
EW
2056
Evoke Wealth
California
-$1.03M -22,740 Closed
ESCM
2057
Echo Street Capital Management
New York
-$1.01M -22,242 Closed
RL
2058
Retireful LLC
Michigan
-$718K -15,780 Closed
FW
2059
FirstPurpose Wealth
Utah
-$593K -13,056 Closed
3LCM
2060
3D/L Capital Management
Connecticut
-$575K -12,666 Closed
CG
2061
Cutler Group
California
-$463K -9,600 Closed
JDR
2062
Jay D. Rosenbaum
-$436K -9,600 Closed
DA
2063
Dover Advisors
Virginia
-$393K -8,670 Closed
TI
2064
Trexquant Investment
Connecticut
-$384K -8,460 Closed
KTM
2065
Keeler Thomas Management
Utah
-$365K -8,112 Closed
AAG
2066
Avalon Advisory Group
Pennsylvania
-$339K -7,476 Closed
RFM
2067
Royal Fund Management
Florida
-$327K -7,206 Closed
IWM
2068
Iams Wealth Management
Nebraska
-$292K -6,438 Closed
PWS
2069
Paragon Wealth Strategies
Florida
-$264K -5,820 Closed
CWM
2070
Calamos Wealth Management
Illinois
-$257K -5,652 Closed
LFA
2071
Legacy Financial Advisors
Kentucky
-$237K -5,226 Closed
6F
2072
626 Financial
Michigan
-$228K -5,016 Closed
WA
2073
Wambolt & Associates
Colorado
-$226K -4,932 Closed
LTAS
2074
Linden Thomas Advisory Services
North Carolina
-$220K -4,854 Closed
MPW
2075
Monterey Private Wealth
California
-$218K -4,800 Closed

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.