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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
BWM
976
BKM Wealth Management
Wisconsin
$2.07M +$125K +2,148 +7%
PB
977
Pinnacle Bancorp
Nebraska
$2.06M +$6.3K +108 +0.3%
BBHC
978
Brown Brothers Harriman & Co
New York
$2.05M -$555K -9,516 -22%
PGFC
979
Peapack-Gladstone Financial Corp
New Jersey
$2.05M +$117K +2,010 +7%
MGWM
980
Marks Group Wealth Management
Minnesota
$2.05M -$25.5K -438 -1%
BNP Paribas Financial Markets
981
BNP Paribas Financial Markets
France
$2.05M -$3.19M -54,774 -63%
NB
982
Nicolet Bankshares
Wisconsin
$2.03M
KPWG
983
KFA Private Wealth Group
Virginia
$2.03M -$854K -14,652 -31%
SIG
984
Spinnaker Investment Group
California
$2.03M -$73.1K -1,254 -4%
FLPIM
985
F.L. Putnam Investment Management
Massachusetts
$2.01M +$279K +4,782 +17%
SWM
986
Sagace Wealth Management
Florida
$2M +$1.86M +31,818 New
SS
987
Sunbelt Securities
Texas
$1.99M +$2.8K +48 +0.2%
SWA
988
Sax Wealth Advisors
New Jersey
$1.98M +$123K +2,106 +7%
C
989
Certuity
Florida
$1.97M -$1.75K -30 -0.1%
GWA
990
Geometric Wealth Advisors
District of Columbia
$1.96M +$1.84M +31,518 New
OGF
991
Orin Green Financial
California
$1.96M +$1.83M +31,434 New
KWM
992
Kaydan Wealth Management
Michigan
$1.96M +$109K +1,872 +6%
CWC
993
Carolinas Wealth Consulting
North Carolina
$1.96M +$2.8K +48 +0.2%
BFM
994
Boston Financial Management
Massachusetts
$1.96M +$145K +2,484 +9%
GLA
995
Good Life Advisors
Pennsylvania
$1.95M +$132K +2,268 +8%
WFA
996
West Financial Advisors
Iowa
$1.94M +$29.4K +504 +2%
WT
997
Whittier Trust
California
$1.94M
NL
998
NEPC LLC
Massachusetts
$1.93M
TSWM
999
Triangle Securities Wealth Management
North Carolina
$1.93M -$28K -480 -2%
LF
1000
LifeSteps Financial
California
$1.93M -$34.6K -594 -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.