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Vanguard Growth ETF

2,221 hedge funds and large institutions have $91.5B invested in Vanguard Growth ETF in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 876 increasing their positions, 806 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 64

54% more call options, than puts

Call options by funds: $97.8M | Put options by funds: $63.4M

3% more funds holding

Funds holding: 2,1552,221 (+66)

9% more repeat investments, than reductions

Existing positions increased: 876 | Existing positions reduced: 806

5% more capital invested

Capital invested by funds: $87.5B → $91.5B (+$3.96B)

5% less funds holding in top 10

Funds holding in top 10: 402382 (-20)

11.86% less ownership

Funds ownership: 405.39%393.53% (-12%)

Holders
2,221
Holders Change
+66
Holders Change %
+3.06%
% of All Funds
31.89%
Holding in Top 10
382
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-4.98%
% of All Funds
5.48%
New
155
Increased
876
Reduced
806
Closed
64
Calls
$97.8M
Puts
$63.4M
Net Calls
+$34.3M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$219M +$26.1M +420,744 +14%
MG
52
Mather Group
Illinois
$219M -$8.78M -141,612 -4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$205M +$2.16M +34,836 +1%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$205M +$135M +2,185,386 +216%
UCFA
55
United Capital Financial Advisors
Texas
$204M -$341K -5,502 -0.2%
MFG
56
Merit Financial Group
Georgia
$204M -$36.3M -585,606 -16%
AssetMark Inc
57
AssetMark Inc
California
$203M -$1.22M -19,722 -0.6%
RIA
58
Retirement Investment Advisors
Oklahoma
$189M +$2.88M +46,458 +2%
GC
59
Garde Capital
Washington
$186M -$1.45M -23,442 -0.8%
WPW
60
Waldron Private Wealth
Pennsylvania
$180M +$7.81M +125,958 +5%
Citigroup
61
Citigroup
New York
$180M +$24.8M +400,794 +17%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$174M +$44.6K +720 +0%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$164M -$2.23M -35,970 -1%
Two Sigma Investments
64
Two Sigma Investments
New York
$162M +$7.07M +114,000 +5%
TI
65
Truepoint Inc
Ohio
$162M -$4M -64,506 -2%
KAS
66
Kestra Advisory Services
Texas
$159M -$14.1M -226,860 -8%
PAG
67
Private Advisor Group
New Jersey
$158M +$667K +10,758 +0.4%
WIC
68
Woodmont Investment Counsel
Tennessee
$155M +$3.05M +49,248 +2%
BCM
69
Brookstone Capital Management
Illinois
$151M -$1.43M -23,082 -1%
NA
70
NewEdge Advisors
Louisiana
$151M +$7.49M +120,786 +5%
IPW
71
Invictus Private Wealth
Colorado
$149M +$1.75M +28,266 +1%
BFPW
72
BOK Financial Private Wealth
Colorado
$148M +$9.11M +146,976 +7%
SAF
73
Smith Anglin Financial
Texas
$139M +$134M +2,163,498 +49,395%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$135M -$1.55M -24,936 -1%
WANY
75
Wealthspire Advisors (New York)
New York
$133M +$8.58M +138,438 +7%

VUG Hedge Fund Activity: Q3 2024 in Review

2,221 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2024, worth a combined $91.5B — up 4.5% from $87.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new VUG positions and 64 closed out — a net gain of 91 holders — while 876 added to existing stakes and 806 trimmed.

The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Strategic Financial Concepts, cutting an estimated $2.06B.

  • 2,221 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2024, up from 2,155 in Q2 2024.
  • Funds reported $91.5B of Vanguard Growth ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 155 funds opened new Vanguard Growth ETF positions in Q3 2024 and 64 closed out, a net change of +91 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2024 was Bank of America, an estimated $240M added.
  • The largest Vanguard Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $2.06B sold.

Based on aggregated 13F filings for Q3 2024.