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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
MAV
1901
Mason & Associates (Virginia)
Virginia
$216K +$207K +3,762 New
SC
1902
SouthState Corp
Florida
$214K +$152K +2,766 +285%
HWMA
1903
Heritage Wealth Management (Arizona)
Arizona
$214K -$19.1K -348 -9%
HIM
1904
Harbour Investment Management
Washington
$214K +$205K +3,732 New
LGWM
1905
Litman Gregory Wealth Management
California
$214K +$205K +3,726 New
ECAM
1906
East Coast Asset Management
Massachusetts
$214K +$205K +3,726 New
HNWA
1907
Henrickson Nauta Wealth Advisors
Michigan
$213K -$377K -6,864 -65%
BAM
1908
Brave Asset Management
New Jersey
$213K +$204K +3,708 New
WAS
1909
Winch Advisory Services
Wisconsin
$213K +$66.6K +1,212 +49%
APS
1910
American Planning Services
Florida
$212K +$203K +3,696 New
JPLA
1911
Joseph P. Lucia & Associates
New York
$212K +$203K +3,690 New
OCM
1912
Osterweis Capital Management
California
$211K – – –
SGI
1913
Summit Global Investments
Utah
$211K +$203K +3,684 New
LSC
1914
Lesa Sroufe & Co
Washington
$210K +$201K +3,654 New
SIS
1915
Sound Income Strategies
Florida
$210K +$50.2K +912 +33%
HFBOT
1916
Home Federal Bank of Tennessee
Tennessee
$210K +$201K +3,654 New
TMWM
1917
Taylor & Morgan Wealth Management
Michigan
$209K +$201K +3,648 New
VFG
1918
Valley Financial Group
Pennsylvania
$209K +$200K +3,642 New
FNA
1919
First National Advisers
Nebraska
$209K +$200K +3,636 New
EIA
1920
Eastover Investment Advisors
North Carolina
$208K +$200K +3,630 New
CWM
1921
Calamos Wealth Management
Illinois
$208K +$199K +3,624 New
AC
1922
Addison Capital
Pennsylvania
$207K +$198K +3,606 New
IF
1923
Integrity Financial
Wyoming
$207K – – –
BTWM
1924
Brass Tax Wealth Management
Ohio
$206K +$198K +3,594 New
FFB
1925
First Financial Bankshares
Texas
$206K +$198K +3,594 New
75 76
77
78 79

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.