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Vanguard Growth ETF
VUG

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: 2,041 → 2,092 (+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: 376 → 375 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$587M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$182M
3
BL
Balentine LLC
Georgia
+$172M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$63.5M
5
PPFA
Provida Pension Fund Administrator
Chile
+$61.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.13B
2
Goldman Sachs
Goldman Sachs
New York
-$286M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$274M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$249M
5
AWM
AE Wealth Management
Kansas
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1876
MTM Investment Management
South Carolina
$225K +$176K +3,204 +445%
CMP
1877
Coston McIsaac & Partners
Maine
$225K +$17.5K +318 +9%
AFG
1878
Albion Financial Group
Utah
$224K – – –
BHWM
1879
Beaird Harris Wealth Management
Texas
$224K – – –
AMM
1880
American Money Management
California
$224K -$33.7K -612 -14%
APWM
1881
Atlas Private Wealth Management
New York
$223K – – –
PAI
1882
Pittenger & Anderson Inc
Nebraska
$223K +$164K +2,988 +332%
HIMC
1883
Heritage Investors Management Corp
Maryland
$223K +$213K +3,882 New
LAM
1884
Lifestyle Asset Management
Texas
$223K – – –
PFM
1885
Phillips Financial Management
Indiana
$221K – – –
ANBT
1886
American National Bank & Trust
Texas
$221K +$122K +2,226 +136%
AC
1887
Anson Capital
Georgia
$221K +$211K +3,846 New
BWP
1888
BSW Wealth Partners
Colorado
$220K +$211K +3,840 New
PWS
1889
Physician Wealth Solutions
Nevada
$219K -$10.6K -192 -5%
WA
1890
Wambolt & Associates
Colorado
$219K +$210K +3,816 New
MWM
1891
MY Wealth Management
Maryland
$219K -$145K -2,634 -41%
SCM
1892
Saxony Capital Management
Missouri
$219K +$210K +3,810 New
PAA
1893
Peregrine Asset Advisers
Oregon
$218K +$209K +3,804 New
WCG
1894
Weaver Consulting Group
California
$218K +$209K +3,804 New
PWH
1895
Priebe Wealth Holdings
Minnesota
$218K +$209K +3,798 New
SP
1896
Sequent Planning
Nebraska
$217K +$208K +3,786 New
NS
1897
NBC Securities
Alabama
$217K +$36.3K +660 +22%
DCM
1898
DGS Capital Management
New Jersey
$217K +$208K +3,780 New
VBFP
1899
Valtinson Bruner Financial Planning
Minnesota
$217K +$208K +3,780 New
FCMA
1900
Foresight Capital Management Advisors
Michigan
$216K +$207K +3,762 New
74 75
76
77 78

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.