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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
OC
726
Opinicus Capital
Florida
$4.26M +$20.3K +348 +0.5%
MMA
727
Miracle Mile Advisors
California
$4.25M +$4.2K +72 +0.1%
FFA
728
Farther Finance Advisors
California
$4.25M +$632K +10,836 +19%
LIM
729
Leavell Investment Management
Alabama
$4.24M -$42.3K -726 -1%
DT
730
Diversified Trust
Tennessee
$4.21M -$62.3K -1,068 -2%
GJWM
731
Gilliland Jeter Wealth Management
Arkansas
$4.19M +$17.1K +294 +0.4%
IFWM
732
Institute for Wealth Management
Colorado
$4.19M -$376K -6,456 -9%
VW
733
Veridan Wealth
Oregon
$4.15M +$3.31M +56,760 New
AF
734
Apexium Financial
Texas
$4.14M +$45.8K +786 +1%
FC
735
Family CFO
California
$4.14M -$3.85K -66 -0.1%
MWM
736
Moulton Wealth Management
Washington
$4.14M +$3.7M +63,480 New
TWM
737
Tradition Wealth Management
Minnesota
$4.13M -$42K -720 -1%
KL
738
KWMG LLC
Kansas
$4.13M -$345K -5,916 -8%
CBA
739
Coastal Bridge Advisors
Connecticut
$4.12M +$103K +1,764 +3%
EWM
740
Evercore Wealth Management
New York
$4.12M -$29.4K -504 -0.8%
BWM
741
Birchcreek Wealth Management
Ohio
$4.1M -$832K -14,262 -18%
AWE
742
Avidian Wealth Enterprises
Texas
$4.09M +$149K +2,550 +4%
GCA
743
Gradient Capital Advisors
California
$4.09M -$24.5K -420 -0.6%
FA
744
FF Advisors
California
$4.08M -$56K -960 -1%
SMA
745
Sage Mountain Advisors
Georgia
$4.06M -$5.95K -102 -0.2%
KIA
746
KCM Investment Advisors
California
$4.06M -$268K -4,596 -7%
SWA
747
SOA Wealth Advisors
New York
$4.04M -$132K -2,262 -3%
DWP
748
Daymark Wealth Partners
Ohio
$4.04M +$3M +51,408 +383%
BWCS
749
Beirne Wealth Consulting Services
Connecticut
$4.04M
MBI
750
May Barnhard Investments
Maryland
$4.04M -$25.5K -438 -0.7%

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.