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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
FSWA
101
Financial Synergies Wealth Advisors
Texas
$85.8M -$9.32M -169,452 -10%
MWA
102
Martel Wealth Advisors
Washington
$85.4M -$3.36M -61,062 -4%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$83.9M -$5.85M -106,314 -7%
MCIA
104
Mountain Capital Investment Advisors
Colorado
$82.7M -$1.7M -30,852 -2%
BOPW
105
Brandywine Oak Private Wealth
Pennsylvania
$82.1M -$2M -36,444 -2%
VCP
106
Vista Capital Partners
Oregon
$81.7M -$3.71M -67,434 -5%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$81.6M +$1.35M +24,534 +2%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$80.6M -$14.2K -258 -0%
GT
109
Glenmede Trust
Pennsylvania
$77.7M -$65K -1,182 -0.1%
RZH
110
Relyea Zuckerberg Hanson
Connecticut
$75.4M +$2.83M +51,510 +4%
CA
111
CSM Advisors
Pennsylvania
$72.8M
Bessemer Group
112
Bessemer Group
New Jersey
$71.4M +$5.55M +100,992 +9%
NRA
113
NSI Retail Advisors
Pennsylvania
$71.2M
CW
114
CreativeOne Wealth
Kansas
$69.8M +$6.03M +109,572 +10%
Betterment LLC
115
Betterment LLC
New York
$69.5M +$3.98M +72,330 +6%
CF
116
Corrigan Financial
Rhode Island
$68.6M -$2.69M -48,846 -4%
SPIA
117
Steward Partners Investment Advisory
New York
$68M +$5.49M +99,792 +9%
AI
118
Atria Investments
North Carolina
$67.6M +$1.15M +20,856 +2%
RWB
119
RMR Wealth Builders
New Jersey
$67.1M +$387K +7,038 +0.6%
BCM
120
Becker Capital Management
Oregon
$66.3M -$8.49M -154,404 -12%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$65.8M -$13.7M -249,342 -18%
HWA
122
HCR Wealth Advisors
California
$65.3M -$1.87M -34,062 -3%
TC
123
Trust Company
Kansas
$64.5M -$5.79M -105,378 -9%
Cerity Partners
124
Cerity Partners
New York
$63.3M +$8.92M +162,120 +17%
CWM
125
Campbell Wealth Management
Virginia
$63.2M -$8.06M -146,592 -12%

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.