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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
WE
951
Wealth Effects
Massachusetts
$2.21M +$62.6K +1,074 +3%
SLA
952
Silver Lake Advisory
Utah
$2.2M +$1.76M +30,264 +603%
RSWA
953
Robinson Smith Wealth Advisors
Maine
$2.2M +$22.4K +384 +1%
BCWM
954
Bartlett & Co Wealth Management
Ohio
$2.2M +$22.4K +384 +1%
SSWM
955
Smith Salley Wealth Management
North Carolina
$2.18M -$239K -4,104 -10%
WAG
956
Wiser Advisor Group
Arizona
$2.18M -$24.5K -420 -1%
Legacy Financial Group (Iowa)
957
Legacy Financial Group (Iowa)
Iowa
$2.18M -$121K -2,070 -6%
WAM
958
WNY Asset Management
New York
$2.17M +$61.6K +1,056 +3%
TFS
959
Thoroughbred Financial Services
Tennessee
$2.17M -$350 -6 -0%
JAG
960
Journey Advisory Group
Kentucky
$2.16M -$4.55K -78 -0.2%
BIM
961
Bridges Investment Management
Nebraska
$2.13M +$1.7M +29,112 +578%
SG
962
Strid Group
Pennsylvania
$2.13M +$1.99M +34,092 New
CPSC
963
Carl P. Sherr & Co
Massachusetts
$2.11M -$52.5K -900 -3%
TI
964
Tidal Investments
Wisconsin
$2.11M +$961K +16,482 +95%
T
965
TrueFG
Texas
$2.1M -$25.2K -432 -1%
EIP
966
Easterly Investment Partners
Massachusetts
$2.1M -$48.3K -828 -2%
JE
967
JMAC Enterprises
Pennsylvania
$2.1M +$47.6K +816 +2%
RIS
968
Retirement Income Solutions
Michigan
$2.09M -$36K -618 -2%
BC
969
Bowman & Company
Wisconsin
$2.08M +$1.4K +24 +0.1%
PWLP
970
Prio Wealth Limited Partnership
Massachusetts
$2.08M
SIC
971
Salem Investment Counselors
North Carolina
$2.08M -$3.5K -60 -0.2%
GIA
972
Goodwin Investment Advisory
Georgia
$2.08M -$23.8K -408 -1%
SSW
973
Stone Summit Wealth
Florida
$2.08M +$36K +618 +2%
CIA
974
Capital Investment Advisors
Georgia
$2.08M +$116K +1,986 +6%
MAS
975
Meeder Advisory Services
Ohio
$2.07M +$154K +2,634 +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.