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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
JP Morgan Chase
26
JP Morgan Chase
New York
$562M -$27.8M -476,820 -5%
HighTower Advisors
27
HighTower Advisors
Illinois
$529M +$57.4M +984,972 +13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$509M +$8.62M +147,792 +2%
PWP
29
Perfromance Wealth Partners
Illinois
$473M +$11M +187,980 +3%
MWM
30
Modera Wealth Management
New Jersey
$409M +$44.5M +763,698 +13%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$389M +$1.37M +23,526 +0.4%
CL
32
Choreo LLC
Illinois
$386M +$20.1M +343,902 +6%
MWM
33
Mission Wealth Management
California
$372M -$12.6M -216,270 -4%
Truist Financial
34
Truist Financial
North Carolina
$371M +$6.6M +113,202 +2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$364M +$35.7M +611,394 +12%
Charles Schwab
36
Charles Schwab
California
$357M +$95.3M +1,634,214 +40%
RJA
37
Raymond James & Associates
Florida
$354M +$4.2M +72,006 +1%
PPFA
38
Provida Pension Fund Administrator
Chile
$340M +$199M +3,418,260 +168%
CIAS
39
CBIZ Investment Advisory Services
Ohio
$321M +$67.4M +1,155,174 +29%
Osaic Holdings
40
Osaic Holdings
Arizona
$319M -$12.8M -218,802 -4%
EH
41
Equitable Holdings
New York
$289M +$39.6M +678,294 +17%
NFC
42
Northeast Financial Consultants
Connecticut
$286M +$8.96M +153,636 +3%
MML Investors Services
43
MML Investors Services
Massachusetts
$282M +$2.26M +38,754 +0.9%
MGIA
44
Moneta Group Investment Advisors
Missouri
$273M +$1.5M +25,692 +0.6%
SEIA
45
Signature Estate & Investment Advisors
California
$269M +$1.66M +28,530 +0.7%
Stifel Financial
46
Stifel Financial
Missouri
$260M +$537K +9,216 +0.2%
SA
47
Sanctuary Advisors
Indiana
$242M +$253M +4,333,644 New
Corient Private Wealth
48
Corient Private Wealth
Florida
$239M +$1.04M +17,814 +0.5%
MFG
49
Merit Financial Group
Georgia
$235M -$5.51M -94,524 -2%
WA
50
Waverly Advisors
Alabama
$231M +$9.57M +164,112 +5%

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.