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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
LFGO
251
Legacy Financial Group (Oklahoma)
Oklahoma
$27.6M +$171K +2,928 +0.7%
SFP
252
Sandbox Financial Partners
Maryland
$27.4M +$1.51M +25,854 +6%
FPIS
253
Financial Planning & Information Services
Wisconsin
$27.3M -$2.78M -47,730 -10%
JFA
254
JNBA Financial Advisors
Minnesota
$27M +$661K +11,328 +3%
MFIM
255
Mesirow Financial Investment Management
Illinois
$26.9M -$1.49M -25,560 -6%
FTS
256
Fifth Third Securities
Ohio
$26.8M -$98.7K -1,692 -0.4%
WIC
257
Whitegate Investment Counselors
New Hampshire
$26.5M -$656K -11,250 -3%
EIP
258
Ellis Investment Partners
Pennsylvania
$26.4M +$796K +13,650 +3%
EA
259
Evolution Advisers
Virginia
$26.4M -$836K -14,334 -3%
CWM
260
Capital Wealth Management
Rhode Island
$26.3M -$794K -13,620 -3%
CCM
261
Cambridge Capital Management
Illinois
$25.8M -$175K -3,000 -0.7%
FAP
262
Financial Advisory Partners
Florida
$25.8M -$1.47M -25,242 -6%
M&T Bank
263
M&T Bank
New York
$25.8M +$6.36M +109,140 +36%
ACM
264
Advisors Capital Management
New Jersey
$25.8M -$774K -13,278 -3%
SWA
265
Stratos Wealth Advisors
Ohio
$25.7M -$326K -5,586 -1%
TW
266
Towerpoint Wealth
California
$25.4M -$1.19M -20,490 -5%
GVAG
267
Great Valley Advisor Group
Delaware
$25.1M -$348K -5,976 -1%
TW
268
TritonPoint Wealth
Maryland
$25.1M +$95.5K +1,638 +0.4%
HIF
269
Hill Island Financial
Michigan
$24.9M -$332K -5,700 -1%
HWM
270
HB Wealth Management
Georgia
$24.9M +$1.3M +22,242 +6%
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$24.7M -$14M -240,798 -38%
Brown Advisory
272
Brown Advisory
Maryland
$24.7M +$4.87M +83,550 +27%
ACC
273
Acorn Creek Capital
Colorado
$24.6M +$452K +7,746 +2%
JWCA
274
J.W. Cole Advisors
Florida
$24.5M -$1.16M -19,962 -5%
CFS
275
Cannon Financial Strategists
Georgia
$24.5M -$200K -3,426 -0.9%

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.