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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 168 funds opening new positions, 806 increasing their positions, 813 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: 2,0422,093 (+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: 813

31.81% less ownership

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

Holders
2,093
Holders Change
+51
Holders Change %
+2.5%
% 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
168
Increased
806
Reduced
813
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
CA
901
Continuum Advisory
Idaho
$2.28M +$47.8K +870 +2%
SWM
902
SigFig Wealth Management
California
$2.27M -$67.3K -1,224 -3%
FAM
903
Fenimore Asset Management
New York
$2.27M
WCFA
904
Walkner Condon Financial Advisors
Wisconsin
$2.26M +$304K +5,520 +16%
AO
905
Advisor OS
Illinois
$2.26M -$411K -7,476 -16%
CCM
906
Ciovacco Capital Management
Georgia
$2.25M -$23.8K -432 -1%
BZWA
907
Blue Zone Wealth Advisors
California
$2.25M -$62.7K -1,140 -3%
CIA
908
Compass Ion Advisors
Pennsylvania
$2.24M +$430K +7,812 +25%
SSWM
909
Smith Salley Wealth Management
North Carolina
$2.24M -$59.7K -1,086 -3%
EWM
910
Evergreen Wealth Management
Michigan
$2.24M
EL
911
EWA LLC
Pennsylvania
$2.22M -$7.45M -135,402 -78%
OPPS
912
Obsidian Personal Planning Solutions
Maryland
$2.22M -$179K -3,252 -7%
SFPG
913
Stonebridge Financial Planning Group
Florida
$2.21M -$185K -3,360 -8%
RCI
914
RS Crum Inc
California
$2.21M -$24.7K -450 -1%
AWP
915
Accretive Wealth Partners
New Jersey
$2.19M -$45.2K -822 -2%
ST
916
Sabal Trust
Florida
$2.18M +$392K +7,134 +23%
EWM
917
Empirical Wealth Management
Washington
$2.17M -$8.25K -150 -0.4%
SIAS
918
Summit Investment Advisory Services
Minnesota
$2.17M +$660 +12 +0%
NSAM
919
North Star Asset Management
Wisconsin
$2.17M
AIFAIM
920
American Institute for Advanced Investment Management
Arizona
$2.14M -$2.31K -42 -0.1%
FNWM
921
Financial Network Wealth Management
Utah
$2.14M -$73.6K -1,338 -3%
PRI
922
Prepared Retirement Institute
Pennsylvania
$2.13M +$34.6K +630 +2%
Legacy Financial Group (Iowa)
923
Legacy Financial Group (Iowa)
Iowa
$2.12M +$2.04M +37,038 New
RW
924
REDW Wealth
New Mexico
$2.12M +$58.7K +1,068 +3%
CA
925
Cornerstone Advisory
Maryland
$2.11M +$473K +8,598 +30%

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: 168 funds opened new VUG positions and 86 closed out — a net gain of 82 holders — while 806 added to existing stakes and 813 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 2,042 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.