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Vanguard Morningstar Growth ETF
VUG

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: 375 → 402 (+27)

3% more funds holding

Funds holding: 2,093 → 2,155 (+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

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$2.29B
2
SFC
Strategic Financial Concepts
Texas
+$1.93B
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.57B
4
Bank of America
Bank of America
North Carolina
+$353M
5
PPFA
Provida Pension Fund Administrator
Chile
+$199M

Top Sellers

Rank Fund Capital Flow
1
KAM
Kensington Asset Management
Texas
-$127M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$120M
3
CWM
Campbell Wealth Management
Virginia
-$63.2M
4
BRWA
B. Riley Wealth Advisors
Florida
-$45.1M
5
PPP
Private Portfolio Partners
New Jersey
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1101
Kingfisher Capital
North Carolina
$1.45M – – –
PCA
1102
Providence Capital Advisors
North Carolina
$1.45M – – –
CTWM
1103
Cherry Tree Wealth Management
Minnesota
$1.45M -$13.6K -234 -1%
AWA
1104
Alta Wealth Advisors
Massachusetts
$1.45M -$126K -2,160 -9%
JFG
1105
Jefferies Financial Group
New York
$1.45M -$71.7K -1,230 -5%
LA
1106
Lane & Associates
New Jersey
$1.45M -$8.75K -150 -0.6%
FFA
1107
Founders Financial Alliance
North Carolina
$1.44M -$102K -1,746 -7%
NB
1108
Northwest Bancshares
Pennsylvania
$1.44M -$8.75K -150 -0.6%
KFS
1109
Kelly Financial Services
Massachusetts
$1.44M -$20.3K -348 -1%
PFG
1110
PAX Financial Group
Texas
$1.43M +$10.8K +186 +0.8%
SNBOSD
1111
Security National Bank of So Dak
Iowa
$1.43M – – –
FCBT
1112
First Citizens Bank & Trust
North Carolina
$1.43M -$6.3K -108 -0.5%
SWM
1113
Sugarloaf Wealth Management
Georgia
$1.42M +$91.3K +1,566 +7%
AWA
1114
ARQ Wealth Advisors
Arizona
$1.42M -$4.2K -72 -0.3%
SC
1115
Saiph Capital
New Jersey
$1.42M -$28.7K -492 -2%
ACM
1116
AUA Capital Management
Pennsylvania
$1.42M -$375K -6,426 -22%
NLP
1117
Next Level Private
New York
$1.42M – – –
MJRIC
1118
Mogy Joel R Investment Counsel
California
$1.41M – – –
AWM
1119
Aspire Wealth Management
Massachusetts
$1.4M +$82.2K +1,410 +7%
CIBC World Market
1120
CIBC World Market
Ontario, Canada
$1.39M – – –
WI
1121
Wintrust Investments
Illinois
$1.39M +$410K +7,026 +46%
CHA
1122
Carmichael Hill & Associates
Maryland
$1.38M +$380K +6,522 +42%
WIM
1123
Warwick Investment Management
Texas
$1.38M +$302K +5,184 +31%
TFP
1124
Traction Financial Partners
Wyoming
$1.38M +$350 +6 +0%
TC
1125
Trilogy Capital
California
$1.38M -$493K -8,448 -28%
43 44
45
46 47

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.