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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
SFA
451
Semmax Financial Advisors
North Carolina
$11.7M +$367K +6,300 +3%
LC
452
Lindbrook Capital
California
$11.6M +$63K +1,080 +0.6%
CAL
453
Capital Advisors Ltd
Ohio
$11.6M -$28K -480 -0.3%
RFC
454
Regions Financial Corp
Alabama
$11.4M +$3.49M +59,892 +49%
SSB
455
Sandy Spring Bank
Maryland
$11.4M +$939K +16,110 +10%
HCM
456
Howard Capital Management
Georgia
$11.3M -$55.6K -954 -0.5%
NAMP
457
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.3M +$92.7K +1,590 +0.9%
MA
458
MCF Advisors
Kentucky
$11.3M +$10.5K +180 +0.1%
HB
459
Horizon Bancorp
Indiana
$11.1M +$811K +13,908 +8%
CFG
460
Citizens Financial Group
Rhode Island
$11.1M +$431K +7,398 +4%
CWM
461
Cranbrook Wealth Management
Michigan
$11M -$86.4K -1,482 -0.8%
KF
462
Krilogy Financial
Missouri
$11M +$691K +11,850 +7%
NW
463
NewEdge Wealth
Pennsylvania
$10.9M -$3.68M -63,096 -26%
ECA
464
Elevated Capital Advisors
Utah
$10.8M -$552K -9,474 -5%
V
465
VeraBank
Texas
$10.8M +$275K +4,722 +3%
GAM
466
Gotham Asset Management
New York
$10.8M +$2.31M +39,582 +30%
CA
467
Clearstead Advisors
Ohio
$10.8M +$8.32M +142,674 +478%
AM
468
AGF Management
Ontario, Canada
$10.7M -$293K -5,022 -3%
KDA
469
Kraft Davis & Associates
Missouri
$10.7M +$118K +2,028 +1%
HWM
470
Hohimer Wealth Management
Washington
$10.6M +$353K +6,054 +4%
RJT
471
Raymond James Trust
Florida
$10.6M +$1.79M +30,702 +22%
KWM
472
Kingsview Wealth Management
Oregon
$10.5M +$486K +8,328 +5%
IWS
473
Integrity Wealth Solutions
Colorado
$10.4M +$105K +1,806 +1%
PA
474
Parallel Advisors
California
$10.4M +$6.48M +111,126 +199%
NPFS
475
Novak & Powell Financial Services
Florida
$10.3M -$2.43M -41,742 -20%

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.