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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
RIL
826
Rothschild Investment LLC
Illinois
$3.15M -$107K -1,830 -3%
EWM
827
Elevatus Welath Management
New York
$3.15M -$81.2K -1,392 -3%
Prudential Financial
828
Prudential Financial
New Jersey
$3.14M -$47.9K -822 -2%
CA
829
Cornerstone Advisory
Maryland
$3.13M +$783K +13,422 +36%
EI
830
Ellevest Inc
New York
$3.13M -$23.1K -396 -0.8%
FA
831
Financial Alternatives
California
$3.12M
CFFP
832
Center for Financial Planning
Michigan
$3.11M
AR
833
Apeiron RIA
Texas
$3.11M -$15K -258 -0.5%
SVWAG
834
Sound View Wealth Advisors Group
Georgia
$3.11M +$52.5K +900 +2%
DJSG
835
D.J. St. Germain
Massachusetts
$3.11M +$46.9K +804 +2%
EAM
836
Evanson Asset Management
California
$3.1M +$832K +14,274 +40%
1WM
837
1900 Wealth Management
Texas
$3.09M -$339K -5,808 -10%
WTC
838
WhitTier Trust Company
Nevada
$3.08M -$585K -10,038 -17%
BlackRock
839
BlackRock
New York
$3.07M +$452K +7,752 +19%
PPWM
840
Paragon Private Wealth Management
Kentucky
$3.07M +$845K +14,484 +42%
MWP
841
Madison Wealth Partners
Wisconsin
$3.06M +$11.2K +192 +0.4%
RMCM
842
Reynders McVeigh Capital Management
Massachusetts
$3.04M -$42.3K -726 -1%
FAT
843
First American Trust
California
$3.03M +$951K +16,314 +50%
RWI
844
Red Wave Investments
Pennsylvania
$3.02M
AGC
845
Aspen Grove Capital
Colorado
$3.02M
ACM
846
Advance Capital Management
Michigan
$3.02M -$184K -3,150 -6%
LNWWM
847
Laird Norton Wetherby Wealth Management
California
$3.02M -$101K -1,728 -3%
KFP
848
KMG Fiduciary Partners
Ohio
$3.02M
TCOTS
849
Trust Company of the South
North Carolina
$3.01M
CT
850
Coastline Trust
Rhode Island
$2.97M

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.