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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
GC
1051
Gilbert & Cook
Iowa
$1.5M +$1.44M +26,142 New
SAM
1052
Smartleaf Asset Management
Massachusetts
$1.49M +$1.21M +21,978 +552%
KFI
1053
Key Financial Inc
Pennsylvania
$1.48M
NRWA
1054
North Ridge Wealth Advisors
Oregon
$1.48M
IFPL
1055
Investments & Financial Planning LLC
Kentucky
$1.47M -$85.5K -1,554 -6%
GA
1056
Goldstein Advisors
Wisconsin
$1.47M -$18.1K -330 -1%
BPFA
1057
Barnes Pettey Financial Advisors
Mississippi
$1.47M -$2.55M -46,422 -64%
HFS
1058
Heritage Financial Services
Massachusetts
$1.46M -$34.3K -624 -2%
IWA
1059
Icon Wealth Advisors
Texas
$1.46M
PCH
1060
PGIM Custom Harvest
New Jersey
$1.46M +$237K +4,308 +20%
AWA
1061
Alta Wealth Advisors
Massachusetts
$1.46M +$15.8K +288 +1%
CAG
1062
Compass Advisory Group
New York
$1.45M +$38.6K +702 +3%
FFW
1063
Fusion Family Wealth
New York
$1.45M +$114K +2,070 +9%
CCB
1064
Country Club Bank
Missouri
$1.44M
RPCONE
1065
Retirement Planning Company of New England
Rhode Island
$1.44M -$11.5K -210 -0.8%
YLHM
1066
Yelin Lapidot Holdings Management
Israel
$1.44M -$1.15M -21,000 -46%
FFA
1067
Founders Financial Alliance
North Carolina
$1.43M +$673K +12,246 +97%
BC
1068
Burney Company
Virginia
$1.42M -$990 -18 -0.1%
JWM
1069
Jeppson Wealth Management
California
$1.42M +$1.65K +30 +0.1%
CWM
1070
Cedar Wealth Management
California
$1.41M +$8.25K +150 +0.6%
OFS
1071
OneAscent Financial Services
Alabama
$1.41M +$270K +4,902 +25%
PC
1072
Pecaut & Co
Iowa
$1.4M -$154K -2,796 -10%
JFG
1073
Jefferies Financial Group
New York
$1.4M -$153K -2,778 -10%
VPP
1074
Vertex Planning Partners
Illinois
$1.4M +$11.9K +216 +0.9%
FGA
1075
Fortis Group Advisors
New Jersey
$1.4M +$343K +6,246 +34%

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.