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Vanguard Morningstar Growth ETF

2,155 hedge funds and large institutions have $87.5B invested in Vanguard Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 784 increasing their positions, 775 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $96.5M | Put options by funds: $31.3M

106% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 85

21.82% more ownership

Funds ownership: 383.57%405.39% (+22%)

16% more capital invested

Capital invested by funds: $75.3B → $87.5B (+$12.2B)

7% more funds holding in top 10

Funds holding in top 10: 375402 (+27)

3% more funds holding

Funds holding: 2,0932,155 (+62)

1% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 775

Holders
2,155
Holders Change
+62
Holders Change %
+2.96%
% of All Funds
31.12%
Holding in Top 10
402
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.2%
% of All Funds
5.81%
New
175
Increased
784
Reduced
775
Closed
85
Calls
$96.5M
Puts
$31.3M
Net Calls
+$65.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
226
GenWealth Group
New Jersey
$33.2M -$168K -2,874 -0.5%
Franklin Resources
227
Franklin Resources
California
$32.8M -$1.6M -27,396 -5%
ECM
228
Evergreen Capital Management
Washington
$31.7M -$161K -2,766 -0.5%
RSWM
229
Robertson Stephens Wealth Management
California
$31.5M +$230K +3,942 +0.8%
LA
230
LVW Advisors
New York
$31.3M +$841K +14,424 +3%
MAM
231
Mainsail Asset Management
Alabama
$31.1M +$158K +2,706 +0.5%
AHC
232
Anderson Hoagland & Co
Missouri
$30.8M +$14.3K +246 +0.1%
SIA
233
Schechter Investment Advisors
Michigan
$30.6M -$1.89M -32,436 -6%
TCM
234
TD Capital Management
Tennessee
$30.4M -$153K -2,622 -0.5%
TPCW
235
TD Private Client Wealth
New York
$30.1M +$69.3K +1,188 +0.2%
FIA
236
Foundations Investment Advisors
Arizona
$30.1M +$2.13M +36,492 +8%
DWM
237
Dakota Wealth Management
Florida
$29.8M -$2.57M -43,998 -8%
AA
238
Aire Advisors
California
$29.8M -$69.6K -1,194 -0.2%
BCMLT
239
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.7M +$3.25M +55,752 +13%
AWM
240
AE Wealth Management
Kansas
$29.5M +$2.88M +49,338 +12%
BMM
241
Berkshire Money Management
Massachusetts
$29.3M +$5.86M +100,440 +27%
WP
242
Wealthspan Partners
Iowa
$29M +$709K +12,150 +3%
RWRC
243
R.W. Roge & Company
New York
$28.4M -$542K -9,294 -2%
BF
244
Blankinship & Foster
California
$28.4M -$1.24M -21,252 -4%
PF
245
Parker Financial
Washington
$28.3M -$776K -13,308 -3%
GA
246
GoalVest Advisory
New York
$28M -$1.04M -17,784 -4%
DC
247
DeDora Capital
California
$28M -$48.6K -834 -0.2%
DWAM
248
Duncan Williams Asset Management
Tennessee
$27.9M +$1.93M +33,132 +8%
DWP
249
Destiny Wealth Partners
Florida
$27.8M +$10.2M +175,542 +65%
TFA
250
Tobias Financial Advisors
Florida
$27.7M -$316K -5,412 -1%

VUG Hedge Fund Activity: Q2 2024 in Review

2,155 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2024, worth a combined $87.5B — up 16% from $75.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new VUG positions and 85 closed out — a net gain of 90 holders — while 784 added to existing stakes and 775 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $2.29B. The largest seller was Kensington Asset Management, exiting entirely with an estimated $127M sold.

  • 2,155 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2024, up from 2,093 in Q1 2024.
  • Funds reported $87.5B of Vanguard Morningstar Growth ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 175 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2024 and 85 closed out, a net change of +90 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q2 2024 was Axiom Advisory, an estimated $2.29B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q2 2024 was Kensington Asset Management, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2024.