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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
FPB
651
First PREMIER Bank
South Dakota
$5.44M +$323K +5,538 +7%
AWMS
652
Advocacy Wealth Management Services
Georgia
$5.44M -$530K -9,084 -9%
FWI
653
Facet Wealth Inc
Maryland
$5.43M -$216K -3,708 -4%
GA
654
GFS Advisors
Texas
$5.41M -$4.45M -76,224 -87%
CK
655
Cohen Klingenstein
New York
$5.4M +$26.2K +450 +0.5%
TVWM
656
Tower View Wealth Management
Wisconsin
$5.4M +$1.42M +24,360 +39%
MAG
657
M3 Advisory Group
Massachusetts
$5.39M +$301K +5,154 +6%
MNBTD
658
Moody National Bank Trust Division
Texas
$5.36M +$5.01M +85,980 New
DWM
659
Dopkins Wealth Management
New York
$5.31M -$212K -3,630 -4%
CRC
660
Curi RMB Capital
Illinois
$5.28M -$149K -2,550 -3%
DSA
661
Droms Strauss Advisors
Missouri
$5.28M -$75.6K -1,296 -2%
HIA
662
HTG Investment Advisors
Connecticut
$5.27M +$283K +4,860 +6%
HSG
663
Helen Stephens Group
Texas
$5.26M +$1.39M +23,766 +39%
AL
664
Aspiriant LLC
California
$5.25M +$1.12M +19,128 +29%
QWM
665
Quadcap Wealth Management
Texas
$5.23M +$3.81M +65,256 +352%
SFP
666
Strategic Financial Partners
Oregon
$5.2M -$37.1K -636 -0.8%
Fisher Asset Management
667
Fisher Asset Management
Washington
$5.2M -$6.38M -109,428 -57%
CCWA
668
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.18M -$239K -4,098 -5%
MIA
669
MeadowBrook Investment Advisors
Michigan
$5.17M +$30.8M +528,552 +800,836%
LFAS
670
Level Four Advisory Services
Texas
$5.17M -$298K -5,118 -6%
CIA
671
Choate Investment Advisors
Massachusetts
$5.15M
CPW
672
Catalyst Private Wealth
California
$5.15M +$150K +2,568 +3%
SPA
673
Sentinel Pension Advisors
Massachusetts
$5.15M -$79.8K -1,368 -2%
MWA
674
Muirfield Wealth Advisors
North Carolina
$5.14M +$48.6K +834 +1%
SAG
675
Spotlight Asset Group
Illinois
$5.14M -$58.8K -1,008 -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.