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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
RAM
776
Riggs Asset Management
Pennsylvania
$3.71M -$24.5K -420 -0.7%
HPFG
777
Hart & Patterson Financial Group
Massachusetts
$3.68M -$159K -2,730 -4%
PFG
778
Pacific Financial Group
Washington
$3.65M +$55.6K +954 +2%
TCMP
779
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.65M +$3.41M +58,488 New
PCA
780
Pallas Capital Advisors
Massachusetts
$3.64M +$115K +1,974 +3%
ITB
781
Idaho Trust Bank
Idaho
$3.64M +$2.63M +45,090 +341%
PMFA
782
Plante Moran Financial Advisors
Michigan
$3.62M -$18.2K -312 -0.5%
BW
783
BIP Wealth
Georgia
$3.59M +$19.9K +342 +0.6%
SEP
784
Southland Equity Partners
Missouri
$3.59M -$756K -12,966 -18%
KCIC
785
Kuhn & Co Investment Counsel
Illinois
$3.55M +$14K +240 +0.4%
NPT
786
Nixon Peabody Trust
Massachusetts
$3.53M
MW
787
Maia Wealth
Colorado
$3.53M +$3.19M +54,666 New
IF
788
Intrua Financial
Texas
$3.51M -$393K -6,744 -11%
PCM
789
Parsons Capital Management
Rhode Island
$3.5M +$575K +9,858 +21%
BBNB
790
Baker Boyer National Bank
Washington
$3.5M
CAM
791
Cozad Asset Management
Illinois
$3.5M +$216K +3,696 +7%
KCPG
792
Kavar Capital Partners Group
Kansas
$3.49M -$42K -720 -1%
KLI
793
Kelman-Lazarov Inc
Tennessee
$3.49M -$124K -2,118 -4%
OHWA
794
Oak Hill Wealth Advisors
Virginia
$3.46M +$3.24M +55,536 New
RFP
795
RCS Financial Planning
Maryland
$3.46M -$4.97M -85,224 -61%
GS
796
GTS Securities
New York
$3.45M +$3.23M +55,362 New
ATS
797
Ashton Thomas Securities
New York
$3.43M +$3.14M +53,862 New
EFA
798
Edge Financial Advisors
Illinois
$3.41M +$71.7K +1,230 +2%
CFGSD
799
Compass Financial Group (South Dakota)
South Dakota
$3.39M -$32.5K -558 -1%
CCFM
800
Clear Creek Financial Management
Washington
$3.39M -$700 -12 -0%

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.