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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
Bank of America
1
Bank of America
North Carolina
$12.5B +$372M +7,697,814 +3%
Morgan Stanley
2
Morgan Stanley
New York
$8.01B +$3.91B +81,051,492 +110%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$5.98B +$377M +7,811,610 +7%
Financial Engines Advisors
4
Financial Engines Advisors
California
$3.04B -$98.2M -2,034,798 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.74B -$109M -2,259,438 -4%
UBS Group
6
UBS Group
Switzerland
$1.72B +$56.9M +1,178,178 +4%
LPL Financial
7
LPL Financial
California
$1.43B +$37.6M +778,992 +3%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$1.06B +$13M +269,568 +1%
Ameriprise
9
Ameriprise
Minnesota
$1.04B +$92.3M +1,911,312 +11%
Wells Fargo
10
Wells Fargo
California
$1.01B +$39.1M +809,046 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$923M -$29.9M -619,488 -3%
EWA
12
EP Wealth Advisors
California
$900M +$17.4M +359,754 +2%
RWP
13
RWA Wealth Partners
Massachusetts
$850M +$4.5M +93,174 +0.6%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$771M -$1.6M -33,108 -0.2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$752M -$8.72M -180,642 -1%
Goldman Sachs
16
Goldman Sachs
New York
$742M +$236M +4,892,658 +52%
DADC
17
D.A. Davidson & Co
Montana
$599M -$6.72M -139,176 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$598M +$9.08M +188,172 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$571M -$17.9M -371,022 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$550M +$30.3M +627,738 +6%
SEI Investments
21
SEI Investments
Pennsylvania
$501M -$17.3M -358,416 -4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$486M +$2.67M +55,242 +0.6%
JP Morgan Chase
23
JP Morgan Chase
New York
$463M +$199M +4,125,372 +86%
Mariner
24
Mariner
Kansas
$432M +$17.9M +371,706 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$416M +$24.6M +510,486 +7%

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.