We are live on ! Find out more
VUG icon

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
AA
901
Ancora Advisors
Ohio
$2.51M -$41.6K -714 -2%
AL
902
ADE LLC
Maryland
$2.5M -$38.1K -654 -2%
CCM
903
Ciovacco Capital Management
Georgia
$2.5M +$47.6K +816 +2%
FAM
904
Fenimore Asset Management
New York
$2.46M
ST
905
Sabal Trust
Florida
$2.46M +$82.2K +1,410 +4%
AO
906
Advisor OS
Illinois
$2.46M +$5.25K +90 +0.2%
MWM
907
MTC Wealth Management
Florida
$2.45M -$48.3K -828 -2%
EWM
908
Evergreen Wealth Management
Michigan
$2.43M
IAIM
909
International Assets Investment Management
Florida
$2.43M -$195K -3,342 -8%
D
910
Diversified
Delaware
$2.42M +$167K +2,868 +8%
SAM
911
Smartleaf Asset Management
Massachusetts
$2.41M +$724K +12,414 +48%
AWP
912
Accretive Wealth Partners
New Jersey
$2.4M -$11.5K -198 -0.5%
SWM
913
SigFig Wealth Management
California
$2.4M -$60.2K -1,032 -3%
DFCM
914
Dark Forest Capital Management
Puerto Rico
$2.4M +$1.81M +31,092 +421%
SFPG
915
Stonebridge Financial Planning Group
Florida
$2.4M -$4.9K -84 -0.2%
RW
916
REDW Wealth
New Mexico
$2.4M +$87.8K +1,506 +4%
BZWA
917
Blue Zone Wealth Advisors
California
$2.39M -$50.7K -870 -2%
EWM
918
Empirical Wealth Management
Washington
$2.38M +$15.4K +264 +0.7%
EL
919
EWA LLC
Pennsylvania
$2.38M -$55.3K -948 -2%
UAG
920
United Advisor Group
Ohio
$2.37M +$264K +4,530 +14%
RWM
921
Rockwood Wealth Management
Pennsylvania
$2.37M -$105K -1,794 -5%
CAM
922
Columbia Asset Management
Michigan
$2.37M +$392K +6,720 +22%
RCI
923
RS Crum Inc
California
$2.36M -$33.2K -570 -1%
JSL
924
JT Stratford LLC
Georgia
$2.36M +$288K +4,938 +15%
NSAM
925
North Star Asset Management
Wisconsin
$2.35M -$3.5K -60 -0.2%

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.