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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
PIA
1026
Powell Investment Advisors
Florida
$1.84M +$179K +3,072 +12%
PP
1027
Patten & Patten
Tennessee
$1.83M +$2.45K +42 +0.1%
WA
1028
Wealthstream Advisors
New York
$1.83M -$51.1K -876 -3%
HCA
1029
Harbour Capital Advisors
Virginia
$1.83M -$52.5K -900 -3%
BB
1030
Busey Bank
Illinois
$1.82M -$45.1K -774 -3%
CAG
1031
Crestwood Advisors Group
Massachusetts
$1.82M -$77.7K -1,332 -4%
RPC
1032
Rossmore Private Capital
Connecticut
$1.81M -$59.5K -1,020 -3%
DIP
1033
DT Investment Partners
Pennsylvania
$1.8M
SIA
1034
Soltis Investment Advisors
Utah
$1.8M +$1.19M +20,394 +241%
SCA
1035
STALEY CAPITAL ADVISERS
Pennsylvania
$1.8M -$25.2K -432 -1%
FB
1036
Fulton Bank
Pennsylvania
$1.79M -$19.2K -330 -1%
ISL
1037
Ingalls & Snyder LLC
New York
$1.78M +$26.9K +462 +2%
FMI
1038
F/M Investments
District of Columbia
$1.78M +$1.66M +28,500 New
ADL
1039
Asset Dedication LLC
California
$1.77M +$80.1K +1,374 +5%
WKSWA
1040
White Knight Strategic Wealth Advisors
New Jersey
$1.76M -$71.4K -1,224 -4%
CAM
1041
CPA Asset Management
Florida
$1.76M +$501K +8,592 +44%
SWM
1042
SeaCrest Wealth Management
New York
$1.75M -$311K -5,340 -16%
WCFA
1043
Walkner Condon Financial Advisors
Wisconsin
$1.74M -$669K -11,466 -29%
PCH
1044
PGIM Custom Harvest
New Jersey
$1.74M +$140K +2,400 +9%
IAS
1045
Insigneo Advisory Services
Florida
$1.74M
PNC
1046
Park National Corp
Ohio
$1.74M +$78.7K +1,350 +5%
MLA
1047
My Legacy Advisors
Oregon
$1.73M -$73.1K -1,254 -4%
FGA
1048
Fortis Group Advisors
New Jersey
$1.73M +$195K +3,342 +14%
WMWM
1049
Whitaker-Myers Wealth Managers
Ohio
$1.73M -$211K -3,612 -12%
TCM
1050
Towneley Capital Management
California
$1.72M -$21.4M -367,428 -93%

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.