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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
IPW
476
Impact Partnership Wealth
Georgia
$10.3M +$763K +13,086 +9%
SHWM
477
Smith & Howard Wealth Management
Georgia
$10.3M -$36.4K -624 -0.4%
ACM
478
AlphaStar Capital Management
North Carolina
$10.3M -$2.93M -50,166 -23%
HSWM
479
Hubbell Strickland Wealth Management
Louisiana
$10.3M +$18.5K +318 +0.2%
CAG
480
Csenge Advisory Group
Florida
$10.2M +$737K +12,642 +8%
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$10.2M +$873K +14,964 +10%
TYCC
482
Texas Yale Capital Corp
Florida
$10.1M +$28.3K +486 +0.3%
FLA
483
Financial Life Advisors
Texas
$10.1M -$323K -5,538 -3%
BBWP
484
Beacon Bridge Wealth Partners
Pennsylvania
$10.1M +$4.23M +72,468 +81%
CFSG
485
Clark Financial Services Group
Missouri
$10M +$451K +7,740 +5%
NAS
486
NWF Advisory Services
California
$10M +$18.2K +312 +0.2%
PBF
487
Petix & Botte Financial
California
$10M -$9.63M -165,168 -51%
FA
488
Fountainhead AM
New Jersey
$9.99M +$656K +11,256 +8%
IWM
489
IHT Wealth Management
Illinois
$9.98M +$69.6K +1,194 +0.8%
NEWAS
490
N.E.W. Advisory Services
Wisconsin
$9.97M -$142K -2,442 -2%
EFG
491
Everhart Financial Group
Ohio
$9.95M -$529K -9,066 -5%
GPW
492
Gentry Private Wealth
Kansas
$9.93M +$9.29M +159,342 New
PG
493
Prostatis Group
Maryland
$9.93M -$3.5K -60 -0%
IAA
494
Ironsides Asset Advisors
North Carolina
$9.92M -$12.2K -210 -0.1%
KCM
495
Kathmere Capital Management
Pennsylvania
$9.88M -$104K -1,788 -1%
CWM
496
Congress Wealth Management
Massachusetts
$9.84M -$650K -11,148 -7%
FNBOO
497
First National Bank of Omaha
Nebraska
$9.83M +$198K +3,396 +2%
IFG
498
Independent Financial Group
California
$9.81M +$813K +13,938 +10%
HIA
499
Harbor Investment Advisory
Maryland
$9.79M -$573K -9,828 -6%
OCM
500
Orser Capital Management
Texas
$9.78M +$4.89M +83,928 +115%

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.