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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
CIA
851
Covington Investment Advisors
Pennsylvania
$2.97M +$122K +2,100 +5%
PMG
852
ProVise Management Group
Florida
$2.95M -$366K -6,282 -12%
SAMC
853
Spectrum Asset Management (California)
California
$2.94M -$25.9K -444 -0.9%
AAM
854
Aureus Asset Management
Massachusetts
$2.92M -$95.9K -1,644 -3%
BTI
855
Blue Trust Inc
Georgia
$2.92M +$1.61M +27,642 +119%
WIA
856
World Investment Advisors
California
$2.91M +$2.29M +39,258 +523%
HA
857
Hanover Advisors
South Carolina
$2.91M -$988K -16,950 -27%
WBCM
858
Wilson & Boucher Capital Management
California
$2.91M -$3.5K -60 -0.1%
EWM
859
Evermay Wealth Management
Virginia
$2.91M
SOS
860
Silver Oak Securities
Tennessee
$2.88M +$1.87M +32,130 +227%
PL
861
Plancorp LLC
Missouri
$2.87M -$8.75K -150 -0.3%
KWM
862
Keebeck Wealth Management
Illinois
$2.86M +$18.2K +312 +0.7%
EA
863
Eclectic Associates
California
$2.86M +$37.4K +642 +1%
QPWM
864
Quadrant Private Wealth Management
Pennsylvania
$2.86M +$34.3K +588 +1%
GIA
865
GHP Investment Advisors
Colorado
$2.84M +$38.8K +666 +1%
PFS
866
Prospect Financial Services
New York
$2.84M -$104K -1,776 -4%
VA
867
Valmark Advisers
Ohio
$2.83M +$166K +2,850 +7%
DTC
868
Davidson Trust Company
Washington
$2.8M -$585K -10,038 -18%
KLCM
869
KG&L Capital Management
Louisiana
$2.79M +$234K +4,014 +10%
CC
870
Chicago Capital
Illinois
$2.79M
M
871
MOTCO
Texas
$2.76M -$549K -9,408 -18%
MC
872
Moors & Cabot
Massachusetts
$2.76M +$229K +3,930 +10%
Squarepoint
873
Squarepoint
New York
$2.74M +$2.13M +36,606 +502%
CCWM
874
Cassaday & Co Wealth Management
Virginia
$2.72M +$160K +2,742 +7%
I
875
INVST
Indiana
$2.72M -$252K -4,314 -9%

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.