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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
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$13.8M -$389K -6,678 -3%
AF
402
Advisornet Financial
Minnesota
$13.8M +$312K +5,352 +2%
CPRC
403
Consolidated Portfolio Review Corp
New York
$13.8M +$3.9M +66,906 +43%
C
404
CEDRUS
Colorado
$13.8M +$659K +11,298 +5%
CCA
405
Cora Capital Advisors
New Jersey
$13.7M -$48.3K -828 -0.4%
MPCG
406
Matrix Private Capital Group
New York
$13.6M +$1.1M +18,942 +9%
2L
407
25 LLC
Missouri
$13.6M +$367K +6,288 +3%
FCI
408
Financial Counselors Inc
Kansas
$13.6M +$143K +2,460 +1%
BSW
409
Buckingham Strategic Wealth
Missouri
$13.5M +$34.3K +588 +0.3%
SWA
410
Safir Wealth Advisors
New Hampshire
$13.5M -$339K -5,814 -3%
FPAS
411
Focus Partners Advisor Solutions
Missouri
$13.5M +$472K +8,100 +4%
SC
412
Savant Capital
Illinois
$13.5M +$4.81M +82,506 +62%
HWM
413
Howard Wealth Management
Connecticut
$13.4M +$131K +2,238 +1%
WPW
414
Watershed Private Wealth
Illinois
$13.4M +$4.89M +83,778 +64%
G
415
GenTrust
Florida
$13.3M +$11.8M +201,612 +1,700%
SCA
416
Snowden Capital Advisors
New York
$13.3M +$66.1K +1,134 +0.5%
FCG
417
Financial Connections Group
California
$13.3M +$12.4M +212,580 New
AG
418
Ascent Group
Virginia
$13.2M -$535K -9,180 -4%
GAM
419
Gemmer Asset Management
California
$13.2M +$101K +1,734 +0.8%
CAL
420
Capital Analysts LLC
Pennsylvania
$13.2M -$393K -6,744 -3%
CFGS
421
Concourse Financial Group Securities
Alabama
$13.1M +$2.8K +48 +0%
RA
422
Rodgers & Associates
Pennsylvania
$13.1M -$732K -12,558 -6%
BA
423
Bristlecone Advisors
Washington
$13M -$232K -3,978 -2%
FFS
424
Founders Financial Securities
Maryland
$13M +$2.47M +42,348 +25%
UB
425
UMB Bank
Missouri
$12.9M +$680K +11,652 +6%

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.