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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
WA
376
Win Advisors
Florida
$15.4M +$14.4M +246,522 New
AAS
377
Ameritas Advisory Services
Nebraska
$15.3M +$424K +7,272 +3%
FSA
378
Financial Services Advisory
Maryland
$15.2M +$14.2M +243,984 New
TDWM
379
Topel & Distasi Wealth Management
California
$15.2M +$114K +1,950 +0.8%
PA
380
Planning Alternatives
Michigan
$15.1M -$11.2K -192 -0.1%
KCM
381
Kennicott Capital Management
California
$15.1M -$155K -2,658 -1%
LIG
382
Lokken Investment Group
Delaware
$14.9M +$671K +11,502 +5%
FA
383
FC Advisory
Pennsylvania
$14.8M -$461K -7,908 -3%
KNFPWM
384
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.8M -$435K -7,452 -3%
OW
385
Olistico Wealth
Oklahoma
$14.7M +$245K +4,194 +2%
PIA
386
Pinion Investment Advisors
Kansas
$14.7M -$413K -7,074 -3%
GCP
387
Gill Capital Partners
Colorado
$14.6M +$266K +4,560 +2%
MBTD
388
Mechanics Bank - Trust Department
California
$14.5M -$942K -16,158 -6%
RFG
389
REAP Financial Group
Texas
$14.5M -$231K -3,960 -2%
DI
390
DDFG Inc
California
$14.4M -$188K -3,222 -1%
SWP
391
Stratos Wealth Partners
Ohio
$14.4M -$728K -12,480 -5%
GDP
392
Great Diamond Partners
Maine
$14.4M -$265K -4,536 -2%
FWP
393
Falcon Wealth Planning
California
$14.3M -$7.52M -128,958 -36%
LRIA
394
Leonard Rickey Investment Advisors
Washington
$14.2M +$651K +11,166 +5%
SHF
395
Stage Harbor Financial
Massachusetts
$14.2M +$412K +7,068 +3%
PWS
396
Peterson Wealth Services
Utah
$14.2M -$953K -16,350 -7%
WRPWM
397
Werba Rubin Papier Wealth Management
California
$14.1M +$5.16M +88,530 +64%
SF
398
SWP Financial
California
$14.1M +$3.04M +52,134 +30%
HFW
399
Horizon Family Wealth
Illinois
$14M -$983K -16,854 -7%
BBA
400
BLB&B Advisors
Pennsylvania
$13.9M -$2.07M -35,532 -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.