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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
NAMNJ
751
NorthStar Asset Management (New Jersey)
New Jersey
$4.03M -$32.5K -558 -0.9%
AWM
752
Apollon Wealth Management
South Carolina
$4.02M +$551K +9,444 +17%
USCWA
753
U.S. Capital Wealth Advisors
Texas
$4.01M +$307K +5,262 +9%
ALC
754
Alexander Labrunerie & Co
Missouri
$4M +$141K +2,424 +4%
ATPW
755
Ashton Thomas Private Wealth
Arizona
$3.99M +$1.2M +20,580 +47%
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$3.98M +$1.2M +20,658 +48%
AFG
757
Altiora Financial Group
Ohio
$3.94M
EWA
758
Emergent Wealth Advisors
New York
$3.94M +$471K +8,070 +15%
SWC
759
Spectrum Wealth Counsel
Indiana
$3.92M +$69.3K +1,188 +2%
UBV
760
United Bank (Virginia)
Virginia
$3.92M
GFPC
761
Global Financial Private Client
Florida
$3.92M -$38.1K -654 -1%
GA
762
GSG Advisors
New Jersey
$3.88M +$223K +3,816 +7%
ST
763
Smithfield Trust
Pennsylvania
$3.87M -$93.4K -1,602 -3%
MA
764
Montag & Associates
Georgia
$3.86M -$578K -9,918 -14%
HWA
765
Hillcrest Wealth Advisors
New Jersey
$3.85M
SLT
766
St Louis Trust
Missouri
$3.84M
LPAM
767
Lodestar Private Asset Management
California
$3.82M -$75.2K -1,290 -2%
DWT
768
Dorsey & Whitney Trust
South Dakota
$3.82M -$15K -258 -0.4%
ZF
769
Zhang Financial
Michigan
$3.78M
HF
770
Halpern Financial
Virginia
$3.77M +$421K +7,218 +14%
PA
771
Probity Advisors
Texas
$3.75M -$34.3K -588 -1%
RMAM
772
Raab & Moskowitz Asset Management
New Jersey
$3.75M +$195K +3,336 +6%
AWA
773
Arkadios Wealth Advisors
Georgia
$3.74M -$3.04M -52,176 -47%
DACG
774
Donor Advised Charitable Giving
California
$3.74M -$277K -4,758 -7%
FVIM
775
Fort Vancouver Investment Management
Washington
$3.72M +$3.48M +59,724 New

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.