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Vanguard Growth ETF

2,093 hedge funds and large institutions have $75.3B invested in Vanguard Growth ETF in 2024 Q1 according to their latest regulatory filings, with 169 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

97% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 86

3% more funds holding

Funds holding: 2,0412,093 (+52)

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
2,093
Holders Change
+52
Holders Change %
+2.55%
% of All Funds
30.15%
Holding in Top 10
375
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.27%
% of All Funds
5.4%
New
169
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
YWM
551
Yoder Wealth Management
California
$7.31M -$203K -3,684 -3%
PIAS
552
PCA Investment Advisory Services
Ohio
$7.3M +$320K +5,826 +5%
OIA
553
OneDigital Investment Advisors
Kansas
$7.27M -$93.7K -1,704 -1%
WFA
554
Wells Financial Advisors
Massachusetts
$7.22M +$38.6K +702 +0.6%
LWL
555
Leo Wealth LLC
Texas
$7.13M +$226K +4,110 +3%
WRTC
556
Wind River Trust Company
Wyoming
$7.13M -$97K -1,764 -1%
LWM
557
LongView Wealth Management
Georgia
$7.13M +$246K +4,476 +4%
HCM
558
Hollencrest Capital Management
California
$7.12M +$8.91K +162 +0.1%
FA
559
FDx Advisors
Illinois
$7.07M -$932K -16,944 -12%
WFAG
560
Wescott Financial Advisory Group
Pennsylvania
$7.06M -$231K -4,206 -3%
RFC
561
Regions Financial Corp
Alabama
$7.06M +$434K +7,890 +7%
GHA
562
GW Henssler & Associates
Georgia
$6.97M +$652K +11,862 +11%
BFG
563
Bleakley Financial Group
New Jersey
$6.97M -$83.1K -1,512 -1%
D
564
Dentgroup
Louisiana
$6.94M -$271K -4,932 -4%
WSTAM
565
Wilbanks Smith & Thomas Asset Management
Virginia
$6.93M +$55.8K +1,014 +0.8%
SB
566
Simmons Bank
Arkansas
$6.84M +$36K +654 +0.6%
RCA
567
Riverview Capital Advisers
Massachusetts
$6.82M +$51.5K +936 +0.8%
AWM
568
Angeles Wealth Management
California
$6.8M -$1.39M -25,362 -18%
MCWS
569
McKinley Carter Wealth Services
West Virginia
$6.76M -$150K -2,724 -2%
GWM
570
Geneos Wealth Management
Colorado
$6.75M +$166K +3,018 +3%
QWM
571
Quaker Wealth Management
New Jersey
$6.75M -$342K -6,216 -5%
CWA
572
Cascade Wealth Advisors
Washington
$6.75M +$6.53M +118,662 New
AG
573
AlTi Global
New York
$6.74M +$2.97K +54 +0%
CG
574
Caprock Group
Idaho
$6.7M -$3.96K -72 -0.1%
VWA
575
Visionary Wealth Advisors
Illinois
$6.7M +$4.29K +78 +0.1%

VUG Hedge Fund Activity: Q1 2024 in Review

2,093 of the 6,943 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: 169 funds opened new VUG positions and 86 closed out — a net gain of 83 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.

  • 2,093 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.
  • 169 funds opened new Vanguard Growth ETF positions in Q1 2024 and 86 closed out, a net change of +83 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.