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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
Bank of America
1
Bank of America
North Carolina
$14.5B +$587M +10,682,640 +4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.36B -$249M -4,523,472 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.56B -$4.13B -75,067,716 -49%
Financial Engines Advisors
4
Financial Engines Advisors
California
$3.08B -$274M -4,987,884 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.9B -$133M -2,415,690 -5%
UBS Group
6
UBS Group
Switzerland
$1.89B -$6.75M -122,802 -0.4%
LPL Financial
7
LPL Financial
California
$1.63B +$38.2M +694,494 +3%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$1.22B +$40.3M +732,198 +4%
Ameriprise
9
Ameriprise
Minnesota
$1.19B +$38.6M +701,154 +4%
Wells Fargo
10
Wells Fargo
California
$1.14B +$21.8M +396,456 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.01B -$16.3M -296,994 -2%
EWA
12
EP Wealth Advisors
California
$1B +$5.81M +105,654 +0.6%
MCCA
13
Mill Creek Capital Advisors
Pennsylvania
$912M +$56M +1,018,008 +7%
RWP
14
RWA Wealth Partners
Massachusetts
$897M -$41.9M -761,814 -5%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$827M -$5.59M -101,640 -0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$698M +$63.5M +1,155,498 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$655M -$6.19M -112,530 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$612M +$3.26M +59,310 +0.6%
DADC
19
D.A. Davidson & Co
Montana
$607M -$54.2M -984,882 -9%
BL
20
Balentine LLC
Georgia
$600M +$172M +3,132,798 +43%
SEI Investments
21
SEI Investments
Pennsylvania
$546M -$8.13M -147,894 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$546M +$7.42M +134,964 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$544M +$30.4M +553,188 +6%
Goldman Sachs
24
Goldman Sachs
New York
$524M -$286M -5,198,748 -36%
Mariner
25
Mariner
Kansas
$511M +$31.5M +572,382 +7%

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.