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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
BFG
351
Beacon Financial Group
Texas
$17.5M +$5.76M +98,814 +54%
BSSFA
352
Baron Silver Stevens Financial Advisors
Florida
$17.5M -$226K -3,870 -1%
MCM
353
Manchester Capital Management
Vermont
$17.5M -$17.8K -306 -0.1%
Mirae Asset Global Investments
354
Mirae Asset Global Investments
South Korea
$17.5M +$5.67M +97,200 +54%
MSA
355
McAlister Sweet & Associates
Texas
$17.5M +$1.26M +21,654 +8%
HI
356
Harbour Investments
Wisconsin
$17.3M +$1.5M +25,722 +10%
CIC
357
Cutler Investment Counsel
Oregon
$17.3M +$668K +11,460 +4%
FAIM
358
Financial Advocates Investment Management
Washington
$17.3M -$14M -240,066 -46%
IWP
359
IAG Wealth Partners
Wisconsin
$17.3M -$1.19M -20,478 -7%
DWMS
360
Dominguez Wealth Management Solutions
Virginia
$17M +$808K +13,854 +5%
PP
361
Prosperity Planning
Missouri
$17M -$137K -2,352 -0.9%
WAAG
362
Wealth Alliance Advisory Group
Kansas
$17M +$24.5K +420 +0.2%
IAG
363
Investment Advisory Group
Massachusetts
$16.9M +$785K +13,464 +5%
GCAC
364
Guardian Capital Advisors (Canada)
Ontario, Canada
$16.9M -$2.72M -46,680 -15%
SL
365
Salomon & Ludwin
Virginia
$16.7M -$4.62M -79,284 -23%
SVCP
366
Silicon Valley Capital Partners
California
$16.7M +$315K +5,400 +2%
ATC
367
Advantage Trust Company
Kansas
$16.6M +$616K +10,560 +4%
DI
368
DAGCO Inc
Ohio
$16.3M -$143K -2,460 -0.9%
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$16.3M +$160K +2,736 +1%
BCM
370
BTC Capital Management
Iowa
$16.2M +$2.41M +41,250 +19%
RF
371
Robinswood Financial
Washington
$16.1M +$465K +7,974 +3%
LFP
372
Leeward Financial Partners
Washington
$15.8M +$1.91M +32,748 +15%
BCA
373
Bay Colony Advisors
Massachusetts
$15.8M -$116K -1,986 -0.8%
OBWG
374
Onyx Bridge Wealth Group
New York
$15.7M -$4.91M -84,180 -25%
QWP
375
Quotient Wealth Partners
Texas
$15.6M -$2.46M -42,204 -14%

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.