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
CAG
1076
Compass Advisory Group
New York
$1.57M
FFW
1077
Fusion Family Wealth
New York
$1.57M
B
1078
Barings
North Carolina
$1.56M -$19M -325,128 -93%
CCB
1079
Country Club Bank
Missouri
$1.56M -$10.5K -180 -0.7%
SW
1080
SkyOak Wealth
Michigan
$1.56M +$183K +3,138 +14%
YLHM
1081
Yelin Lapidot Holdings Management
Israel
$1.56M
IWA
1082
Icon Wealth Advisors
Texas
$1.56M -$1.05K -18 -0.1%
SAW
1083
Signal Advisors Wealth
Michigan
$1.56M -$6.23M -106,890 -81%
RPCONE
1084
Retirement Planning Company of New England
Rhode Island
$1.55M -$10.5K -180 -0.7%
VPP
1085
Vertex Planning Partners
Illinois
$1.55M +$24.1K +414 +2%
MIM
1086
Moseley Investment Management
Florida
$1.55M +$108K +1,860 +8%
OCBCO
1087
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.55M -$165K -2,832 -10%
BWM
1088
Boyd Wealth Management
California
$1.55M -$112K -1,914 -7%
IC
1089
Iconiq Capital
California
$1.54M +$1.44M +24,774 New
HFA
1090
Hershey Financial Advisers
Pennsylvania
$1.54M +$1.44M +24,738 New
NRWA
1091
North Ridge Wealth Advisors
Oregon
$1.54M -$59.5K -1,020 -4%
PTC
1092
Private Trust Company
Ohio
$1.54M +$178K +3,054 +14%
BC
1093
Burney Company
Virginia
$1.54M -$8.05K -138 -0.6%
PC
1094
Pecaut & Co
Iowa
$1.52M -$8.4K -144 -0.6%
TCM
1095
Tandem Capital Management
New Jersey
$1.52M +$18.5K +318 +1%
JWM
1096
Jeppson Wealth Management
California
$1.52M -$22.7K -390 -2%
FFG
1097
Frisch Financial Group
New York
$1.51M +$1.41M +24,162 New
RMDI
1098
R.M. Davis Inc
Maine
$1.49M +$611K +10,470 +78%
CFS
1099
CRA Financial Services
New Jersey
$1.48M -$350 -6 -0%
SCA
1100
Southern Capital Advisors
Tennessee
$1.48M

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.