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Vanguard Growth ETF

2,221 hedge funds and large institutions have $91.5B invested in Vanguard Growth ETF in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 876 increasing their positions, 806 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 64

54% more call options, than puts

Call options by funds: $97.8M | Put options by funds: $63.4M

3% more funds holding

Funds holding: 2,1552,221 (+66)

9% more repeat investments, than reductions

Existing positions increased: 876 | Existing positions reduced: 806

5% more capital invested

Capital invested by funds: $87.5B → $91.5B (+$3.96B)

5% less funds holding in top 10

Funds holding in top 10: 402382 (-20)

11.86% less ownership

Funds ownership: 405.39%393.53% (-12%)

Holders
2,221
Holders Change
+66
Holders Change %
+3.06%
% of All Funds
31.89%
Holding in Top 10
382
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-4.98%
% of All Funds
5.48%
New
155
Increased
876
Reduced
806
Closed
64
Calls
$97.8M
Puts
$63.4M
Net Calls
+$34.3M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.8B +$240M +3,865,710 +1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.85B +$69M +1,113,936 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$5.3B +$75.1M +1,211,904 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.18B -$27.2M -438,864 -0.9%
Financial Engines Advisors
5
Financial Engines Advisors
California
$3.1B -$196M -3,159,450 -6%
AA
6
Axiom Advisory
California
$2.7B +$229M +3,687,912 +9%
UBS Group
7
UBS Group
Switzerland
$2.22B +$62.6M +1,009,158 +3%
LPL Financial
8
LPL Financial
California
$1.91B +$17.2M +277,026 +0.9%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$1.42B +$40.9M +659,712 +3%
Ameriprise
10
Ameriprise
Minnesota
$1.35B +$33.6M +541,758 +3%
Wells Fargo
11
Wells Fargo
California
$1.33B +$11M +178,008 +0.9%
EWA
12
EP Wealth Advisors
California
$1.22B +$72.3M +1,167,036 +7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.1B -$11.5M -186,258 -1%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$1.03B +$8.01M +129,282 +0.8%
RWP
15
RWA Wealth Partners
Massachusetts
$995M -$6.56M -105,792 -0.7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$900M -$3.54M -57,186 -0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$754M -$23.1M -373,278 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$737M -$885K -14,286 -0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$709M +$5.21M +84,120 +0.8%
DADC
20
D.A. Davidson & Co
Montana
$672M +$1.32M +21,258 +0.2%
BL
21
Balentine LLC
Georgia
$665M +$4.88M +78,798 +0.8%
JP Morgan Chase
22
JP Morgan Chase
New York
$645M +$66.4M +1,071,570 +12%
Mariner
23
Mariner
Kansas
$627M +$25.3M +408,816 +4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$619M +$3.42M +55,182 +0.6%
SEI Investments
25
SEI Investments
Pennsylvania
$600M -$1.56M -25,170 -0.3%

VUG Hedge Fund Activity: Q3 2024 in Review

2,221 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2024, worth a combined $91.5B — up 4.5% from $87.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new VUG positions and 64 closed out — a net gain of 91 holders — while 876 added to existing stakes and 806 trimmed.

The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Strategic Financial Concepts, cutting an estimated $2.06B.

  • 2,221 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2024, up from 2,155 in Q2 2024.
  • Funds reported $91.5B of Vanguard Growth ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 155 funds opened new Vanguard Growth ETF positions in Q3 2024 and 64 closed out, a net change of +91 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2024 was Bank of America, an estimated $240M added.
  • The largest Vanguard Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $2.06B sold.

Based on aggregated 13F filings for Q3 2024.