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
TL
1001
Tradewinds LLC
North Carolina
$1.93M +$1.8M +30,930 New
RCM
1002
Rain Capital Management
Oregon
$1.92M -$36.4K -624 -2%
GWM
1003
Greenhouse Wealth Management
Connecticut
$1.92M
MCM
1004
MV Capital Management
Maryland
$1.92M -$17.5K -300 -1%
THWM
1005
Taylor Hoffman Wealth Management
Virginia
$1.92M -$37.8K -648 -2%
BWA
1006
Bordeaux Wealth Advisors
California
$1.91M -$145K -2,484 -7%
NFP
1007
NorthLanding Financial Partners
New York
$1.9M -$137K -2,352 -7%
IWN
1008
Independent Wealth Network
Iowa
$1.89M +$6.65K +114 +0.4%
CWG
1009
Crown Wealth Group
North Carolina
$1.89M
TFA
1010
Trinity Financial Advisors
Ohio
$1.89M +$491K +8,424 +39%
MAM
1011
Marquette Asset Management
Minnesota
$1.89M -$2.8K -48 -0.2%
3F
1012
360 Financial
Minnesota
$1.88M +$350 +6 +0%
PTP
1013
Platform Technology Partners
New York
$1.88M +$1.76M +30,156 New
SA
1014
Strategic Advocates
Utah
$1.88M -$101K -1,740 -5%
SC
1015
Stephens Consulting
Michigan
$1.88M -$8.05K -138 -0.5%
GLLW
1016
Graves Light Lenhart Wealth
Virginia
$1.86M -$36.7K -630 -2%
ACA
1017
Aptus Capital Advisors
Alabama
$1.86M -$9.66M -165,564 -85%
BPFA
1018
Barnes Pettey Financial Advisors
Mississippi
$1.86M +$246K +4,224 +17%
LFA
1019
Level Financial Advisors
New York
$1.86M +$590K +10,116 +51%
Loomis, Sayles & Company
1020
Loomis, Sayles & Company
Massachusetts
$1.85M -$962K -16,494 -36%
HDIM
1021
Hanson & Doremus Investment Management
Vermont
$1.85M +$35.7K +612 +2%
PA
1022
Pinnacle Associates
New York
$1.85M +$194K +3,324 +13%
TC
1023
TAP Consulting
Missouri
$1.85M -$12.2K -210 -0.7%
CAM
1024
Covenant Asset Management
New Jersey
$1.85M -$11.9K -204 -0.7%
BP
1025
Ballentine Partners
Massachusetts
$1.84M

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.