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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
WTA
501
Washington Trust Advisors
Massachusetts
$8.76M -$385K -6,996 -4%
NJIM
502
Nabity-Jensen Investment Management
Nebraska
$8.74M -$65.3K -1,188 -0.8%
VBWMG
503
Von Berge Wealth Management Group
California
$8.71M +$588K +10,698 +8%
FC
504
Fusion Capital
South Carolina
$8.69M -$318K -5,790 -4%
CAG
505
Csenge Advisory Group
Florida
$8.67M +$2.43M +44,190 +41%
FA
506
Fountainhead AM
New Jersey
$8.55M +$311K +5,664 +4%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$8.52M +$1.91M +34,662 +30%
SW
508
SVB Wealth
Massachusetts
$8.49M -$1.6M -29,172 -16%
WCM
509
Windham Capital Management
Massachusetts
$8.39M -$476K -8,664 -6%
CWM
510
Cornerstone Wealth Management
Missouri
$8.38M -$192K -3,486 -2%
WFA
511
Wellspring Financial Advisors
Ohio
$8.38M -$276K -5,010 -0.1%
PWMG
512
Prestige Wealth Management Group
New Jersey
$8.31M -$9.14M -166,296 -53%
KSWA
513
Kathleen S. Wright Associates
Pennsylvania
$8.29M +$635K +11,544 +9%
AIA
514
Angeles Investment Advisors
California
$8.25M +$2.96M +53,820 +60%
IA
515
IFG Advisory
Georgia
$8.25M +$39.3K +714 +0.5%
IFG
516
Independent Financial Group
California
$8.23M +$225K +4,098 +3%
OAJ
517
Ogorek Anthony Joseph
New York
$8.19M -$2.31K -42 -0%
AIM
518
Acropolis Investment Management
Missouri
$8.13M +$652K +11,856 +9%
NRI
519
NFP Retirement Inc
California
$8.07M -$137K -2,496 -2%
RFP
520
RCS Financial Planning
Maryland
$8.07M +$6.23M +113,232 +414%
JWM
521
Jackson Wealth Management
Florida
$8.06M -$1.93M -35,166 -20%
NPFS
522
Novak & Powell Financial Services
Florida
$8M +$2.21M +40,122 +24%
RJT
523
Raymond James Trust
Florida
$7.99M +$70.6K +1,284 +0.9%
MC
524
Mathes Company
New York
$7.99M
FUBT
525
First United Bank & Trust
Maryland
$7.92M -$284K -5,172 -4%

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.