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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
ACP
551
Aveo Capital Partners
Colorado
$8.02M -$319K -5,478 -4%
LWANC
552
Laurel Wealth Advisors (North Carolina)
North Carolina
$8M -$185K -3,180 -2%
MCM
553
MidAtlantic Capital Management
Virginia
$7.97M -$35.7K -612 -0.5%
YWM
554
Yoder Wealth Management
California
$7.92M -$23.1K -396 -0.3%
LWL
555
Leo Wealth LLC
Texas
$7.92M +$132K +2,262 +2%
MW
556
Marcum Wealth
Ohio
$7.91M -$322K -5,526 -4%
VWA
557
Visionary Wealth Advisors
Illinois
$7.9M +$583K +9,990 +9%
GHA
558
GW Henssler & Associates
Georgia
$7.87M +$277K +4,752 +4%
HCM
559
Hollencrest Capital Management
California
$7.74M
BC
560
Brio Consultants
California
$7.74M -$236K -4,050 -3%
VC
561
Vicus Capital
Pennsylvania
$7.72M +$1.22M +20,868 +20%
LWM
562
LongView Wealth Management
Georgia
$7.7M -$46.2K -792 -0.6%
PIAS
563
PCA Investment Advisory Services
Ohio
$7.68M -$238K -4,074 -3%
WRTC
564
Wind River Trust Company
Wyoming
$7.67M -$72.4K -1,242 -1%
WFA
565
Wells Financial Advisors
Massachusetts
$7.62M -$205K -3,522 -3%
HI
566
Horizon Investments
North Carolina
$7.61M +$706K +12,102 +11%
RCA
567
Riverview Capital Advisers
Massachusetts
$7.6M +$177K +3,030 +3%
GWM
568
Geneos Wealth Management
Colorado
$7.6M +$248K +4,260 +4%
CFA
569
CWS Financial Advisors
Michigan
$7.55M +$657K +11,262 +10%
WFAG
570
Wescott Financial Advisory Group
Pennsylvania
$7.53M -$133K -2,274 -2%
JIC
571
Johnson Investment Counsel
Ohio
$7.46M +$1.4M +23,946 +25%
FA
572
FDx Advisors
Illinois
$7.43M -$233K -4,002 -3%
OCPWS
573
One Charles Private Wealth Services
Massachusetts
$7.42M +$988K +16,938 +17%
Citadel Advisors
574
Citadel Advisors
Florida
$7.41M +$4.42M +75,798 +176%
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$7.39M +$549K +9,408 +9%

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.