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Vanguard Growth ETF

2,092 hedge funds and large institutions have $75.3B invested in Vanguard Growth ETF in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 806 increasing their positions, 812 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $74.2M | Put options by funds: $21.6M

95% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 86

2% more funds holding

Funds holding: 2,0412,092 (+51)

5% more capital invested

Capital invested by funds: $72.1B → $75.3B (+$3.28B)

0% less funds holding in top 10

Funds holding in top 10: 376375 (-1)

1% less repeat investments, than reductions

Existing positions increased: 806 | Existing positions reduced: 812

31.81% less ownership

Funds ownership: 415.37%383.57% (-32%)

Holders
2,092
Holders Change
+51
Holders Change %
+2.5%
% of All Funds
30.14%
Holding in Top 10
375
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.27%
% of All Funds
5.4%
New
168
Increased
806
Reduced
812
Closed
86
Calls
$74.2M
Puts
$21.6M
Net Calls
+$52.6M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$460M -$892K -16,224 -0.2%
HighTower Advisors
27
HighTower Advisors
Illinois
$431M -$748K -13,596 -0.2%
PWP
28
Perfromance Wealth Partners
Illinois
$425M +$19.5M +355,356 +5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$357M +$182M +3,314,634 +114%
MWM
30
Mission Wealth Management
California
$354M +$18M +326,934 +6%
CL
31
Choreo LLC
Illinois
$337M +$8.58M +156,006 +3%
Truist Financial
32
Truist Financial
North Carolina
$335M -$52.8M -960,228 -14%
MWM
33
Modera Wealth Management
New Jersey
$332M +$14M +254,106 +5%
RJA
34
Raymond James & Associates
Florida
$322M -$6M -109,194 -2%
Osaic Holdings
35
Osaic Holdings
Arizona
$306M -$91.2M -1,659,156 -24%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$300M -$13.5M -245,598 -4%
MML Investors Services
37
MML Investors Services
Massachusetts
$257M +$4.76M +86,616 +2%
NFC
38
Northeast Financial Consultants
Connecticut
$254M +$12.2M +222,012 +5%
MGIA
39
Moneta Group Investment Advisors
Missouri
$250M +$49.9M +906,540 +26%
SEIA
40
Signature Estate & Investment Advisors
California
$246M +$19.6M +357,006 +9%
Stifel Financial
41
Stifel Financial
Missouri
$239M -$487K -8,856 -0.2%
Charles Schwab
42
Charles Schwab
California
$234M -$10M -182,430 -4%
CIAS
43
CBIZ Investment Advisory Services
Ohio
$229M +$929K +16,902 +0.4%
EH
44
Equitable Holdings
New York
$227M -$1.06M -19,254 -0.5%
Corient Private Wealth
45
Corient Private Wealth
Florida
$219M -$2.2M -39,966 -1%
MFG
46
Merit Financial Group
Georgia
$218M -$15.9M -289,614 -7%
WA
47
Waverly Advisors
Alabama
$203M +$3.52M +64,002 +2%
UCFA
48
United Capital Financial Advisors
Texas
$192M -$13.6M -247,638 -7%
CFB
49
Cullen/Frost Bankers
Texas
$190M +$1.38M +25,020 +0.8%
AssetMark Inc
50
AssetMark Inc
California
$186M +$24.6M +447,690 +16%

VUG Hedge Fund Activity: Q1 2024 in Review

2,092 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2024, worth a combined $75.3B — up 4.5% from $72.1B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new VUG positions and 86 closed out — a net gain of 82 holders — while 806 added to existing stakes and 812 trimmed.

The largest buyer was Bank of America, adding an estimated $587M. The largest seller was Morgan Stanley, cutting an estimated $4.13B.

  • 2,092 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2024, up from 2,041 in Q4 2023.
  • Funds reported $75.3B of Vanguard Growth ETF stock for Q1 2024, up 4.5% quarter-over-quarter.
  • 168 funds opened new Vanguard Growth ETF positions in Q1 2024 and 86 closed out, a net change of +82 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2024 was Bank of America, an estimated $587M added.
  • The largest Vanguard Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.13B sold.

Based on aggregated 13F filings for Q1 2024.