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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
PFPT
151
Pinnacle Financial Partners (Tennessee)
Tennessee
$49.7M +$5.26M +95,736 +12%
TWP
152
Total Wealth Planning
Ohio
$49.5M -$2.08M -37,830 -4%
CPIG
153
Chicago Partners Investment Group
Illinois
$49.2M +$1.11M +20,268 +2%
AC
154
ASB Consultores
Florida
$48.8M +$8.9M +161,886 +24%
CCM
155
Condor Capital Management
New Jersey
$48.3M +$3.15M +57,294 +7%
CCA
156
Checchi Capital Advisers
California
$48.2M -$423K -7,692 -0.9%
Comerica Bank
157
Comerica Bank
Texas
$47.7M -$1.53M -27,900 -3%
SWA
158
Strata Wealth Advisors
Texas
$47.6M -$1.55M -28,236 -3%
OCM
159
One Capital Management
California
$46.6M -$339K -6,156 -0.8%
GC
160
Grimes & Company
Massachusetts
$45.9M -$1.71M -31,104 -4%
PPW
161
Presilium Private Wealth
Pennsylvania
$45.2M -$1.26M -22,920 -3%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$45.1M +$2.28M +41,484 +6%
SAI
163
Systematic Alpha Investments
New Jersey
$45M
PCM
164
Penserra Capital Management
California
$44.7M +$42.9M +779,322 New
EWA
165
EverSource Wealth Advisors
Alabama
$43.8M -$1.01M -18,276 -2%
SCP
166
Stevens Capital Partners
Nebraska
$43.7M +$11.3M +206,148 +37%
KPWS
167
Kestra Private Wealth Services
Texas
$43.6M +$846K +15,378 +2%
IWA
168
Inspirion Wealth Advisors
Illinois
$43.5M +$690K +12,552 +2%
SIA
169
Strategic Investment Advisors
Michigan
$43.3M +$1.38M +25,164 +3%
PFA
170
Pathway Financial Advisors
Vermont
$42.4M -$303K -5,508 -0.7%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$42.3M -$2.92M -53,178 -7%
TPW
172
TL Private Wealth
Texas
$41.8M -$1.51M -27,432 -4%
FOFP
173
Fee-Only Financial Planning
South Carolina
$41.4M -$649K -11,808 -2%
PWP
174
Principle Wealth Partners
Connecticut
$41.2M +$516K +9,378 +1%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$40.9M +$1.63M +29,640 +4%

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.