Vanguard Morningstar Growth ETF
VUG
2,046 hedge funds and large institutions have $68B invested in Vanguard Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 804 increasing their positions, 653 reducing their positions, and 56 closing their positions.
432% more first-time investments, than exits
New positions opened: 298 | Existing positions closed: 56
165% more call options, than puts
Call options by funds: $61.1M | Put options by funds: $23.1M
160% more capital inflows, than outflows
Capital inflows: $3.96B | Capital outflows: $1.52B
23% more repeat investments, than reductions
Existing positions increased: 804 | Existing positions reduced: 653
17% more funds holding in top 10
Funds holding in top 10: 322 → 378 (+56)
12% more funds holding
Funds holding: 1,832 → 2,046 (+214)
0.45% more ownership
Funds ownership: 65.01% → 65.46% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$377M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$372M |
| 3 |
Goldman Sachs
New York
|
+$236M |
| 4 |
JP Morgan Chase
New York
|
+$199M |
| 5 |
Morgan Stanley
New York
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Investment Solutions
Orland Park,
Illinois
|
-$251M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$128M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$109M |
| 4 |
United Capital Financial Advisors
Irving,
Texas
|
-$109M |
| 5 |
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
-$105M |
VUG Hedge Fund Activity: Q4 2023 in Review
2,046 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q4 2023, worth a combined $68B — up 18% from $57.8B a quarter earlier.
Buyers outnumbered sellers: 298 funds opened new VUG positions and 56 closed out — a net gain of 242 holders — while 804 added to existing stakes and 653 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $377M. The largest seller was Strategic Investment Solutions, cutting an estimated $251M.
- 2,046 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q4 2023, up from 1,832 in Q3 2023.
- Funds reported $68B of Vanguard Morningstar Growth ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 298 funds opened new Vanguard Morningstar Growth ETF positions in Q4 2023 and 56 closed out, a net change of +242 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q4 2023 was Jones Financial Companies, an estimated $377M added.
- The largest Vanguard Morningstar Growth ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $251M sold.
Based on aggregated 13F filings for Q4 2023.