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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
AA
426
Addison Advisors
Vermont
$12.9M -$45.5K -780 -0.4%
BGDI
427
BW Gestao de Investimentos
Brazil
$12.8M
HWMG
428
Hurlow Wealth Management Group
Indiana
$12.8M -$79.4K -1,362 -0.7%
AWA
429
Arete Wealth Advisors
Illinois
$12.7M -$2.68M -46,032 -18%
BWFA
430
Baltimore-Washington Financial Advisors
Maryland
$12.5M +$929K +15,924 +9%
LSIA
431
LaSalle St. Investment Advisors
Illinois
$12.5M -$1.16M -19,932 -9%
RBC
432
Romano Brothers & Co
Illinois
$12.4M +$786K +13,476 +7%
ORL
433
Oak Root LLC
California
$12.4M +$82.2K +1,410 +0.7%
FHA
434
Flagship Harbor Advisors
Massachusetts
$12.3M -$802K -13,758 -6%
SC
435
Scotia Capital
Ontario, Canada
$12.3M -$1.96M -33,672 -15%
QCM
436
QRG Capital Management
Illinois
$12.3M -$133K -2,280 -1%
SF
437
Synovus Financial
Georgia
$12.3M -$51.1K -876 -0.4%
CGL
438
Clarius Group LLC
Washington
$12.2M -$539K -9,246 -5%
P
439
&Partners
Tennessee
$12.2M +$7.18M +123,138 +171%
AWM
440
Aries Wealth Management
Maine
$12M +$360K +6,174 +3%
SCM
441
SCS Capital Management
Massachusetts
$12M +$1.47M +25,122 +15%
NFG
442
Nations Financial Group
Iowa
$12M +$217K +3,726 +2%
CWP
443
Cyndeo Wealth Partners
Florida
$12M -$497K -8,514 -4%
TWM
444
Thrive Wealth Management
Pennsylvania
$11.8M +$222K +3,810 +2%
OBWP
445
O'Brien Wealth Partners
Massachusetts
$11.8M +$1.67M +28,614 +18%
BFG
446
Berger Financial Group
Minnesota
$11.8M +$205K +3,510 +2%
WHG
447
Westwood Holdings Group
Texas
$11.7M -$95.2K -1,632 -0.9%
MFGP
448
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.7M -$50.4K -864 -0.5%
CIAS
449
Capital Investment Advisory Services
North Carolina
$11.7M +$7.67M +131,460 +232%
JFG
450
JMG Financial Group
Illinois
$11.7M +$74.2K +1,272 +0.7%

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.