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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
MCCP
1051
Mission Creek Capital Partners
California
$1.72M
RFA
1052
Rollins Financial Advisors
New York
$1.72M -$7.35K -126 -0.5%
SSWM
1053
Strait & Sound Wealth Management
California
$1.71M
IGGA
1054
Iron Gate Global Advisors
Utah
$1.71M -$35.7K -612 -2%
KFI
1055
Key Financial Inc
Pennsylvania
$1.69M +$84K +1,440 +6%
VFPW
1056
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.69M -$224K -3,846 -12%
BFC
1057
Bedel Financial Consulting
Indiana
$1.68M +$2.1K +36 +0.1%
WCP
1058
Wick Capital Partners
Pennsylvania
$1.68M +$1.57M +26,958 New
AIP
1059
Almanack Investment Partners
Pennsylvania
$1.68M -$134K -2,292 -8%
SP
1060
Stonebrook Private
Michigan
$1.67M -$121K -2,082 -7%
SIG
1061
Stonegate Investment Group
Alabama
$1.67M +$209K +3,582 +15%
DIA
1062
Dana Investment Advisors
Wisconsin
$1.66M +$289K +4,956 +23%
NHC
1063
Nicholas Hoffman & Company
Georgia
$1.65M +$1.05K +18 +0.1%
ATC
1064
Adirondack Trust Company
New York
$1.64M
CP
1065
Camelot Portfolios
Ohio
$1.64M +$139K +2,382 +10%
AIM
1066
Anchor Investment Management
South Carolina
$1.63M +$201K +3,444 +15%
AMG
1067
Asset Management Group
Connecticut
$1.63M -$18.2K -312 -1%
FVWA
1068
Foster Victor Wealth Advisors
South Carolina
$1.62M -$52.8K -906 -3%
HFS
1069
Heritage Financial Services
Massachusetts
$1.62M +$29K +498 +2%
NDSI
1070
Newman Dignan & Sheerar Inc
Rhode Island
$1.62M -$11.2K -192 -0.7%
SWP
1071
Summit Wealth Partners
Florida
$1.61M +$708K +12,144 +89%
GA
1072
Goldstein Advisors
Wisconsin
$1.6M +$6.3K +108 +0.4%
LAS
1073
Lloyd Advisory Services
Georgia
$1.6M -$1.04M -17,796 -41%
IFPL
1074
Investments & Financial Planning LLC
Kentucky
$1.6M -$1.75K -30 -0.1%
OC
1075
Oakworth Capital
Alabama
$1.59M +$262K +4,500 +21%

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.