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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
BDWCC
526
B&D White Capital Company
Texas
$8.89M -$21.4M -366,264 -72%
KSWA
527
Kathleen S. Wright Associates
Pennsylvania
$8.89M -$114K -1,956 -1%
NYLIM
528
New York Life Investment Management
New York
$8.8M +$8.24M +141,222 New
DW30
529
Drucker Wealth 3.0
New Jersey
$8.72M +$8.16M +139,908 New
FUBT
530
First United Bank & Trust
Maryland
$8.69M +$77.7K +1,332 +1%
MC
531
Mathes Company
New York
$8.69M
PWMG
532
Prestige Wealth Management Group
New Jersey
$8.62M -$391K -6,708 -5%
JWM
533
Jackson Wealth Management
Florida
$8.61M -$139K -2,388 -2%
NRI
534
NFP Retirement Inc
California
$8.54M -$206K -3,528 -3%
BFG
535
Bleakley Financial Group
New Jersey
$8.52M +$888K +15,222 +13%
EFL
536
ERn Financial LLC
Wisconsin
$8.51M +$40.2K +690 +0.5%
VCA
537
Verdence Capital Advisors
Maryland
$8.45M -$112K -1,920 -1%
HNB
538
Huntington National Bank
Ohio
$8.44M
CG
539
Caprock Group
Idaho
$8.4M +$1.04M +17,778 +15%
HH
540
Hilltop Holdings
Texas
$8.39M -$87.5K -1,500 -1%
GIA
541
Gladstone Institutional Advisory
Florida
$8.37M +$1.71M +29,364 +28%
ES
542
Eagle Strategies
New York
$8.37M +$3.49M +59,784 +80%
CCA
543
Clearwater Capital Advisors
Illinois
$8.34M -$124K -2,130 -2%
DB
544
Dravo Bay
Delaware
$8.27M -$28K -480 -0.4%
RA
545
Riversedge Advisors
Delaware
$8.26M -$14.3K -246 -0.2%
MLRA
546
Main Line Retirement Advisors
Montana
$8.22M +$240K +4,110 +3%
EDRIA
547
Edmonds Duncan Registered Investment Advisors
Kansas
$8.22M -$357K -6,114 -4%
SAG
548
SageView Advisory Group
California
$8.18M +$7.66M +131,274 New
NAS
549
Nicolet Advisory Services
Wisconsin
$8.14M -$348K -5,976 -5%
IPW
550
Intergy Private Wealth
Colorado
$8.05M -$191K -3,276 -2%

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.