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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
WAM
626
Weinberger Asset Management
California
$5.97M -$39.2K -672 -0.7%
HSA
627
HBK Sorce Advisory
Pennsylvania
$5.96M -$393K -6,738 -7%
Lido Advisors
628
Lido Advisors
California
$5.95M +$87.1K +1,494 +2%
MSF
629
Mustard Seed Financial
Arkansas
$5.93M +$206K +3,540 +4%
CPA
630
Capital Planning Advisors
California
$5.92M -$5.25K -90 -0.1%
DAS
631
Dynamic Advisor Solutions
Arizona
$5.88M -$68.2K -1,170 -1%
IA
632
Insight Advisors
Pennsylvania
$5.86M +$1.4K +24 +0%
HCP
633
Hexagon Capital Partners
Arkansas
$5.85M -$530K -9,084 -9%
CA
634
CGN Advisors
Kansas
$5.85M -$8.4K -144 -0.2%
WP
635
WealthShield Partners
North Carolina
$5.83M +$153K +2,616 +3%
CWA
636
Cascade Wealth Advisors
Washington
$5.83M -$1.24M -21,210 -18%
AFWM
637
Abich Financial Wealth Management
Virginia
$5.72M -$3.67M -63,006 -41%
GFA
638
Gallagher Fiduciary Advisors
Illinois
$5.69M -$107K -1,842 -2%
RFS
639
Richardson Financial Services
Massachusetts
$5.68M +$21K +360 +0.4%
ECG
640
Edge Capital Group
Georgia
$5.67M +$138K +2,370 +3%
APIM
641
Agate Pass Investment Management
Washington
$5.66M +$855K +14,658 +19%
CWA
642
Clarus Wealth Advisors
Arizona
$5.61M -$15.7K -270 -0.3%
HCM
643
Hengehold Capital Management
Ohio
$5.59M -$144K -2,466 -3%
SMC
644
Smith, Moore & Co
Missouri
$5.59M -$72.4K -1,242 -1%
WAS
645
WESPAC Advisors SoCal
California
$5.58M -$454K -7,782 -8%
CP
646
Capital Planning
Washington
$5.52M +$1.63M +28,014 +46%
CIC
647
Carnegie Investment Counsel
Ohio
$5.51M -$120K -2,052 -2%
WS
648
Wedbush Securities
California
$5.48M +$26.2K +450 +0.5%
EFS
649
Essex Financial Services
Connecticut
$5.48M +$495K +8,484 +10%
CFP
650
Curran Financial Partners
South Carolina
$5.47M -$73.8K -1,266 -1%

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.