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Vanguard Morningstar Growth ETF

2,877 hedge funds and large institutions have $143B invested in Vanguard Morningstar Growth ETF in 2026 Q2 according to their latest regulatory filings, with 273 funds opening new positions, 1,148 increasing their positions, 1,115 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 72

23% more capital invested

Capital invested by funds: $116B → $143B (+$26.8B)

5% more funds holding

Funds holding: 2,7332,877 (+144)

5% more funds holding in top 10

Funds holding in top 10: 421441 (+20)

3% more repeat investments, than reductions

Existing positions increased: 1,148 | Existing positions reduced: 1,115

3% more call options, than puts

Call options by funds: $181M | Put options by funds: $177M

340.47% less ownership

Funds ownership: 404.46%64% (-340%)

Holders
2,877
Holders Change
+144
Holders Change %
+5.27%
% of All Funds
34.75%
Holding in Top 10
441
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+4.75%
% of All Funds
5.33%
New
273
Increased
1,148
Reduced
1,115
Closed
72
Calls
$181M
Puts
$177M
Net Calls
+$4.96M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UFA
501
Uptown Financial Advisors
Texas
$16.1M -$139K -1,651 -0.9%
Vanguard National Trust
502
Vanguard National Trust
Pennsylvania
$15.9M +$162K +1,930 +1%
FC
503
Fusion Capital
South Carolina
$15.9M +$293K +3,480 +2%
FNBOO
504
First National Bank of Omaha
Nebraska
$15.8M -$30K -357 -0.2%
CWM
505
Carolina Wealth Management
North Carolina
$15.8M +$15.4M +182,999 New
WPW
506
Watershed Private Wealth
Illinois
$15.7M -$1.14M -13,598 -7%
SF
507
SWP Financial
California
$15.7M -$986K -11,721 -6%
PIA
508
Perennial Investment Advisors
California
$15.7M +$2.67M +31,708 +21%
BOA
509
Birnam Oak Advisors
New York
$15.7M +$1.62M +19,198 +12%
KDA
510
Kraft Davis & Associates
Missouri
$15.6M -$76.6M -910,218 -83%
BBA
511
BLB&B Advisors
Pennsylvania
$15.6M -$2.03M -24,119 -12%
IWS
512
Integrity Wealth Solutions
Colorado
$15.5M +$9.93K +118 +0.1%
XPN
513
XY Planning Network
Montana
$15.4M +$6.35M +75,427 +73%
CRFG
514
Columbia River Financial Group
Washington
$15.4M +$1.29M +15,319 +9%
LFA
515
Level Financial Advisors
New York
$15.2M +$2.63M +31,203 +21%
SWGC
516
Summit Wealth Group (Colorado)
Colorado
$15.2M +$1.45M +17,235 +11%
PA
517
Procyon Advisors
Connecticut
$15.1M -$369K -4,390 -2%
FWM
518
Fonville Wealth Management
Virginia
$15.1M +$1.72M +20,439 +13%
NAS
519
NWF Advisory Services
California
$15M +$373K +4,436 +3%
SWM
520
Shrier Wealth Management
California
$15M +$606K +7,199 +4%
WWM
521
Western Wealth Management
Colorado
$15M -$229K -2,727 -2%
TCMP
522
Thrive Capital Management (Pennsylvania)
Pennsylvania
$15M +$3.63M +43,102 +33%
FPB
523
First PREMIER Bank
South Dakota
$14.8M +$1.36M +16,119 +10%
PIA
524
Pinion Investment Advisors
Kansas
$14.8M -$2.55M -30,271 -15%
HFW
525
Horizon Family Wealth
Illinois
$14.7M -$2.05M -24,387 -12%

VUG Hedge Fund Activity: Q2 2026 in Review

2,877 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2026, worth a combined $143B — up 23% from $116B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new VUG positions and 72 closed out — a net gain of 201 holders — while 1,148 added to existing stakes and 1,115 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.25B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $3.56B.

  • 2,877 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2026, up from 2,733 in Q1 2026.
  • Funds reported $143B of Vanguard Morningstar Growth ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 273 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2026 and 72 closed out, a net change of +201 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q2 2026 was Pathstone Holdings, an estimated $1.25B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q2 2026 was Moneta Group Investment Advisors, an estimated $3.56B sold.

Based on aggregated 13F filings for Q2 2026.