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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
RIG
1701
RiverFront Investment Group
Virginia
$339K +$90.1K +1,638 +38%
FFP
1702
Forbes Financial Planning
Rhode Island
$338K +$22.4K +408 +7%
PA
1703
Paragon Advisors
Texas
$337K -$1.6M -29,082 -83%
Jennison Associates
1704
Jennison Associates
New York
$336K -$134K -2,436 -29%
LMKC
1705
L.M. Kohn & Company
Ohio
$336K +$322K +5,856 New
PWA
1706
Primoris Wealth Advisors
Florida
$336K +$322K +5,850 New
VAM
1707
Verity Asset Management
North Carolina
$335K -$179K -3,252 -36%
CWA
1708
CM Wealth Advisors
Ohio
$333K +$320K +5,820 New
WSWA
1709
Warren Street Wealth Advisors
California
$332K -$9.57K -174 -3%
RRWA
1710
Rainey & Randall Wealth Advisors
Florida
$331K +$10.6K +192 +3%
LAIC
1711
Lederer & Associates Investment Counsel
California
$330K
MA
1712
Mezzasalma Advisors
New Jersey
$330K -$39.6K -720 -11%
JWM
1713
Janiczek Wealth Management
Colorado
$328K +$274K +4,980 +669%
WCF
1714
West Coast Financial
California
$327K -$1.65K -30 -0.5%
Belvedere Trading
1715
Belvedere Trading
Illinois
$327K +$152K +2,760 +94%
LWP
1716
Laurel Wealth Planning
Minnesota
$326K
GWM
1717
GSB Wealth Management
Connecticut
$325K -$18.1K -330 -6%
WG
1718
Wealth Group
North Carolina
$325K +$312K +5,670 New
GAA
1719
Global Assets Advisory
Florida
$324K +$36.8M +669,258 New
AGWCA
1720
Annis Gardner Whiting Capital Advisors
Florida
$324K +$249K +4,530 +408%
GFS
1721
GYL Financial Synergies
Connecticut
$323K +$310K +5,634 New
RWA
1722
River Wealth Advisors
Pennsylvania
$323K +$77.2K +1,404 +33%
MTIC
1723
Missouri Trust & Investment Company
Missouri
$323K
PSCM
1724
Per Stirling Capital Management
Texas
$322K +$309K +5,622 New
SCP
1725
Shorepoint Capital Partners
Massachusetts
$322K +$9.9K +180 +3%

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.