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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
H
301
HoyleCohen
California
$21.8M -$180K -3,090 -0.9%
Members Trust
302
Members Trust
Florida
$21.8M -$771K -13,224 -4%
BHWM
303
Bay Harbor Wealth Management
Maryland
$21.7M -$978K -16,770 -5%
HIM
304
Hanlon Investment Management
New Jersey
$21.7M -$322K -5,526 -2%
CFG
305
Clayton Financial Group
Missouri
$21.7M +$1.13M +19,416 +5%
MA
306
MONECO Advisors
Connecticut
$21.6M +$293K +5,022 +1%
IWC
307
Integrated Wealth Concepts
Massachusetts
$21.6M -$1.35M -23,184 -6%
GRP
308
Global Retirement Partners
California
$21.6M -$620K -10,632 -3%
SFG
309
Sovereign Financial Group
Connecticut
$21.5M +$1.73M +29,742 +9%
NFW
310
Noble Family Wealth
Florida
$21.3M -$750K -12,858 -4%
CIA
311
Concurrent Investment Advisors
Florida
$21M +$2.41M +41,382 +14%
PFS
312
Prospera Financial Services
Texas
$21M -$1.34M -22,980 -6%
NOI
313
Newton One Investments
Delaware
$21M +$21.3K +366 +0.1%
CSPAM
314
Cary Street Partners Asset Management
Virginia
$20.9M -$3.45M -59,172 -15%
AT
315
American Trust
Kentucky
$20.8M +$15.7M +268,836 +411%
APC
316
Aspire Private Capital
North Carolina
$20.8M -$1.79M -30,708 -8%
MSA
317
Marino Stram & Associates
Massachusetts
$20.7M +$317K +5,436 +2%
OC
318
Oppenheimer & Co
New York
$20.5M +$136K +2,340 +0.7%
SFI
319
SPC Financial Inc
Maryland
$20.4M -$289K -4,950 -1%
YCG
320
Yeomans Consulting Group
Georgia
$20.4M -$2.62M -45,012 -12%
GAG
321
Goodman Advisory Group
Massachusetts
$20.4M +$12.3M +211,236 +183%
RPWA
322
Regent Peak Wealth Advisors
Georgia
$20.1M -$696K -11,934 -4%
CSWM
323
Cassady Schiller Wealth Management
Ohio
$20M +$4.03M +69,054 +27%
CB
324
Commerce Bank
Missouri
$20M -$1.75K -30 -0%
MSWMA
325
Market Street Wealth Management Advisors
Indiana
$19.9M +$187K +3,210 +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.