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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
FWM
601
Fonville Wealth Management
Virginia
$6.51M +$202K +3,456 +3%
NG
602
Northstar Group
New York
$6.49M +$240K +4,116 +4%
SWA
603
Sightline Wealth Advisors
Connecticut
$6.48M +$554K +9,498 +10%
OHIS
604
Oak Harvest Investment Services
Texas
$6.38M +$1.05M +18,030 +21%
CA
605
Calton & Associates
Florida
$6.34M -$140K -2,394 -2%
SSI
606
Scott & Selber Inc
Texas
$6.34M
BJL
607
Brighton Jones LLC
Washington
$6.32M +$99.7K +1,710 +2%
SCM
608
SOL Capital Management
Maryland
$6.31M +$234K +4,020 +4%
CWA
609
Continuum Wealth Advisors
New York
$6.27M +$630K +10,800 +12%
EC
610
Estate Counselors
Wisconsin
$6.25M +$592K +10,152 +11%
AFM
611
Abbot Financial Management
Massachusetts
$6.24M -$8.4K -144 -0.1%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$6.22M -$163K -2,790 -3%
TFCP
613
Twin Focus Capital Partners
Massachusetts
$6.18M +$690K +11,826 +14%
KA
614
Kovack Advisors
Florida
$6.16M -$258K -4,428 -4%
KCM
615
Kendall Capital Management
Maryland
$6.16M +$815K +13,968 +16%
PAS
616
Park Avenue Securities
New York
$6.14M +$775K +13,296 +16%
GP
617
Greenline Partners
New York
$6.13M +$5.7M +97,716 New
FCB
618
First County Bank
Connecticut
$6.12M +$1.72M +29,556 +43%
EA
619
Emerald Advisors
Washington
$6.11M -$284K -4,866 -5%
EPA
620
Element Pointe Advisors
Florida
$6.1M +$40.9K +702 +0.7%
GWSG
621
GPS Wealth Strategies Group
Colorado
$6.07M +$525K +9,000 +10%
MPW
622
MA Private Wealth
California
$6.06M -$23.1K -396 -0.4%
ECM
623
EMC Capital Management
Texas
$6.06M -$590K -10,122 -9%
MCA
624
MSH Capital Advisors
Arizona
$6.05M +$33.2K +570 +0.6%
VF
625
VitalStone Financial
Texas
$6M +$1.12M +19,212 +25%

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.