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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
CM
1926
Columbus Macro
Pennsylvania
$206K +$197K +3,588 New
GIM
1927
Goelzer Investment Management
Indiana
$206K +$197K +3,588 New
PIM
1928
Parker Investment Management
California
$206K +$197K +3,588 New
SHFA
1929
SC&H Financial Advisors
Maryland
$205K +$196K +3,570 New
AIM
1930
ARK Investment Management
Florida
$205K +$164K +2,988 +513%
WFC
1931
Western Financial Corp
California
$204K +$196K +3,564 New
FHB
1932
First Hawaiian Bank
Hawaii
$204K +$196K +3,558 New
ACA
1933
Atlas Capital Advisors
Wyoming
$204K +$33K +600 +20%
PCS
1934
Personal CFO Solutions
New Jersey
$203K +$195K +3,540 New
SRA
1935
Secured Retirement Advisors
Minnesota
$203K +$194K +3,534 New
HWP
1936
Hibernia Wealth Partners
Louisiana
$202K +$194K +3,522 New
SC
1937
Stephenson & Company
California
$201K -$21.4K -390 -10%
ORC
1938
O'Rourke & Company
Massachusetts
$201K +$193K +3,504 New
TWP
1939
Tempus Wealth Planning
California
$200K +$192K +3,492 New
OWM
1940
OneAscent Wealth Management
Alabama
$200K +$192K +3,486 New
TIM
1941
Tortoise Investment Management
New York
$192K
WB
1942
Webster Bank
Connecticut
$192K
AF
1943
Arrow Financial
New York
$191K
GM
1944
GeoWealth Management
Illinois
$184K -$538K -9,792 -75%
HR
1945
Howe & Rusling
New York
$180K -$69.6K -1,266 -29%
JPWM
1946
Jamison Private Wealth Management
Georgia
$179K
CPG
1947
Custom Portfolio Group
Colorado
$172K
MPWT
1948
MassMutual Private Wealth & Trust
Connecticut
$167K +$98K +1,782 +158%
HWA
1949
Heritage Wealth Advisors
Virginia
$167K +$90.4K +1,644 +130%
MWA
1950
Moser Wealth Advisors
Washington
$163K +$90.7K +1,650 +138%

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.