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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
CFA
201
Cahill Financial Advisors
Minnesota
$31.8M +$1.57M +32,574 +6%
AAP
202
Arax Advisory Partners
Colorado
$31.8M -$162K -3,360 -0.5%
BWM
203
Benchmark Wealth Management
Connecticut
$31.7M -$1.65M -34,158 -5%
JCM
204
Jacobsen Capital Management
Utah
$31.6M -$1.41M -29,268 -5%
EWA
205
Exencial Wealth Advisors
Oklahoma
$31.5M +$14.5M +299,556 +97%
GSIS
206
Global Strategic Investment Solutions
Arizona
$31.2M +$24K +498 +0.1%
FHA
207
First Horizon Advisors
Tennessee
$30.8M +$665K +13,770 +2%
NL
208
NWAM LLC
Washington
$30.7M +$5.37M +111,324 +23%
GRA
209
Golden Road Advisors
Florida
$30.6M +$28.5M +589,806 New
SCA
210
Scott Capital Advisors
Oregon
$30.3M -$70.1K -1,452 -0.2%
CAC
211
Certified Advisory Corp
Florida
$30.2M -$36.2K -750 -0.1%
CAM
212
Clark Asset Management
New Hampshire
$30.1M +$1.46M +30,288 +5%
CWA
213
Cornerstone Wealth Advisors
Minnesota
$30M -$76.7K -1,590 -0.3%
ASN
214
Advisory Services Network
Georgia
$30M +$4.3M +89,034 +18%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$29.8M +$27.8M +575,328 New
ODIJL
216
One Day In July LLC
Vermont
$29.4M +$924K +19,146 +3%
GG
217
GenWealth Group
New Jersey
$29.3M -$1.17M -24,204 -4%
PA
218
PFG Advisors
Arizona
$29M -$31.3K -648 -0.1%
DC
219
Davenport & Co
Virginia
$29M +$1.31M +27,036 +5%
BSWA
220
Bromfield Sneider Wealth Advisors
Massachusetts
$29M -$619K -12,828 -2%
SB
221
Strategic Blueprint
Georgia
$28.9M +$3.86M +80,016 +17%
RSWM
222
Robertson Stephens Wealth Management
California
$28.8M +$931K +19,284 +4%
DWA
223
Dougherty Wealth Advisers
Minnesota
$28.8M +$4.31M +89,196 +19%
SCP
224
Stevens Capital Partners
Nebraska
$28.8M +$896K +18,564 +3%
CAM
225
Cresset Asset Management
Illinois
$28.2M +$576K +11,928 +2%

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.