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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
WF
276
Warner Financial
Maryland
$24.3M +$68.9K +1,182 +0.3%
LSPW
277
Lake Street Private Wealth
Illinois
$24.3M +$1.25M +21,468 +6%
RVPG
278
Relative Value Partners Group
$24.3M +$22.7M +389,748 New
PA
279
Procyon Advisors
Connecticut
$24.3M -$563K -9,654 -2%
Wealthfront Advisers
280
Wealthfront Advisers
California
$24.1M +$1.98M +33,972 +10%
WFA
281
Websterrogers Financial Advisors
South Carolina
$24M +$473K +8,112 +2%
BFA
282
Beaumont Financial Advisors
Massachusetts
$23.8M -$430K -7,374 -2%
RA
283
Rise Advisors
New York
$23.8M -$2.12M -36,312 -9%
MOS
284
MGO One Seven
Ohio
$23.7M +$627K +10,758 +3%
HHWM
285
Hiley Hunt Wealth Management
Nebraska
$23.4M -$1.54M -26,454 -7%
MMPW
286
Mitchell McLeod Pugh & Williams
Alabama
$23.2M +$708K +12,138 +3%
CFD
287
Creative Financial Designs
Indiana
$23.1M +$16.3M +279,102 +305%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$22.9M -$844K -14,472 -4%
FH
289
FWG Holdings
Florida
$22.8M +$125K +2,148 +0.6%
TFG
290
Taylor Financial Group
Virginia
$22.6M +$332K +5,688 +2%
SIM
291
Stratos Investment Management
Ohio
$22.6M -$277K -4,758 -1%
AWMNH
292
Arcadia Wealth Management (New Hampshire)
New Hampshire
$22.5M +$1.81M +31,020 +9%
EHC
293
Everett Harris & Co
California
$22.5M +$275K +4,710 +1%
OIA
294
OneDigital Investment Advisors
Kansas
$22.4M +$13.6M +233,064 +184%
WA
295
Waterford Advisors
New York
$22.2M +$127K +2,172 +0.6%
BWM
296
Brown Wealth Management
Illinois
$22.1M +$465K +7,980 +2%
JIC
297
Joel Isaacson & Co
New York
$22M +$1.82M +31,188 +10%
SJGA
298
Stephen J. Garry & Associates
New York
$22M +$85K +1,458 +0.4%
WCA
299
Waypoint Capital Advisors
Minnesota
$21.9M +$7.77M +133,212 +61%
BFA
300
Bragg Financial Advisors
North Carolina
$21.8M -$488K -8,376 -2%

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.