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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
MA
326
Mutual Advisors
Nebraska
$19.7M +$3.67M +62,880 +24%
ABC
327
Associated Banc-Corp
Wisconsin
$19.6M -$619K -10,614 -3%
RA
328
RFG Advisory
Alabama
$19.6M +$4.03M +69,162 +28%
VC
329
Veery Capital
Delaware
$19.4M -$1.05M -17,970 -5%
E
330
ETFidea
New York
$19.4M -$109K -1,866 -0.6%
KBFS
331
Kohmann Bosshard Financial Services
Ohio
$19.1M -$478K -8,196 -3%
Allspring Global Investments
332
Allspring Global Investments
North Carolina
$19M +$17.7M +304,014 +58,240%
FF
333
Francis Financial
$18.7M +$407K +6,972 +2%
Neuberger Berman Group
334
Neuberger Berman Group
New York
$18.6M +$474K +8,124 +3%
PCIA
335
Prime Capital Investment Advisors
Kansas
$18.6M -$4.9M -84,006 -22%
SFM
336
Signet Financial Management
New Jersey
$18.5M -$403K -6,906 -2%
GWM
337
Gray Wealth Management
Maine
$18.4M +$747K +12,816 +5%
HWA
338
Heartwood Wealth Advisors
Virginia
$18.3M +$25.5K +438 +0.1%
PRWA
339
Platte River Wealth Advisors
Colorado
$18.2M +$608K +10,428 +4%
FI
340
Financial Insights
Washington
$18.2M -$462K -7,914 -3%
RPGK
341
Retirement Planning Group (Kansas)
Kansas
$18.2M -$455K -7,800 -3%
TC
342
Tenret Company
Florida
$18.2M -$519K -8,898 -3%
RIA
343
Regal Investment Advisors
Michigan
$18.1M -$481K -8,244 -3%
REMPR
344
Roof Eidam Maycock Peralta (REMP)
California
$18M +$323K +5,532 +2%
MIA
345
Milestone Investment Advisors
Wisconsin
$17.8M -$122K -2,100 -0.7%
AIA
346
Angeles Investment Advisors
California
$17.8M +$8.24M +141,330 +98%
IWA
347
IVC Wealth Advisors
Pennsylvania
$17.8M -$896K -15,366 -5%
PWM
348
Perigon Wealth Management
California
$17.7M +$5.6M +95,958 +51%
BDF
349
Black Diamond Financial
Maryland
$17.6M -$76.3K -1,308 -0.5%
SFS
350
Sowell Financial Services
Arkansas
$17.6M -$746K -12,792 -4%

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.