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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
Wellington Management Group
676
Wellington Management Group
Massachusetts
$5.13M +$2.31M +39,558 +93%
Empower Advisory Group
677
Empower Advisory Group
Colorado
$5.1M -$238K -4,086 -5%
CB
678
Chris Bulman
California
$5.08M +$4.75M +81,486 New
NPF
679
Norris Perne & French
Michigan
$5.08M +$19.2K +330 +0.4%
RWP
680
Revolve Wealth Partners
New Jersey
$5.03M -$41.3K -708 -0.9%
DCM
681
Donaldson Capital Management
Indiana
$5.01M -$137K -2,352 -3%
HNWAG
682
High Net Worth Advisory Group
Florida
$4.99M +$649K +11,136 +16%
SPC
683
Sigma Planning Corp
Michigan
$4.97M -$409K -7,008 -8%
PD
684
Planning Directions
Pennsylvania
$4.96M -$142K -2,436 -3%
FTWA
685
Fifth Third Wealth Advisors
Ohio
$4.92M +$2.16M +37,062 +89%
CF
686
Centaurus Financial
California
$4.91M +$309K +5,304 +7%
SFPM
687
Sensible Financial Planning & Management
Massachusetts
$4.9M
TFA
688
TPG Financial Advisors
Oregon
$4.89M +$4.58M +78,468 New
PFBT
689
Parkside Financial Bank & Trust
Missouri
$4.89M -$91.7K -1,572 -2%
RWM
690
Ritholtz Wealth Management
New York
$4.88M -$376K -6,456 -8%
TAM
691
Titleist Asset Management
Texas
$4.86M +$943K +16,164 +26%
BRG
692
Bay Rivers Group
Virginia
$4.85M +$74.9K +1,284 +2%
BMCM
693
Bryn Mawr Capital Management
Pennsylvania
$4.82M -$4.55K -78 -0.1%
AFG
694
Atomi Financial Group
New York
$4.8M -$14.7K -252 -0.3%
CANC
695
Culbertson A N & Co
Virginia
$4.8M -$605K -10,380 -12%
Kovitz Investment Group Partners
696
Kovitz Investment Group Partners
Illinois
$4.78M +$3.59M +61,638 +413%
BC
697
Barrett & Company
Rhode Island
$4.77M -$82.6K -1,416 -2%
SCM
698
Spreng Capital Management
Ohio
$4.73M +$996K +17,082 +29%
SW
699
SVB Wealth
Massachusetts
$4.72M -$4.22M -72,366 -49%
FC
700
Forte Capital
New York
$4.71M -$125K -2,142 -3%

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.