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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
FWCM
1126
Ferguson Wellman Capital Management
Oregon
$1.38M +$16.8K +288 +1%
EFG
1127
Embree Financial Group
Illinois
$1.37M -$6.3K -108 -0.5%
CBOR
1128
Community Bank of Raymore
Missouri
$1.37M -$1.26M -21,588 -50%
TLCM
1129
Twin Lakes Capital Management
California
$1.37M
DAS
1130
Diversify Advisory Services
Utah
$1.37M -$44.1K -756 -3%
AIA
1131
Arrow Investment Advisors
Maryland
$1.37M +$40.6K +696 +3%
SWM
1132
Sterling Wealth Management
Illinois
$1.36M
AG
1133
Advocate Group
Minnesota
$1.36M -$40.6K -696 -3%
AFG
1134
Allegheny Financial Group
Pennsylvania
$1.36M +$120K +2,052 +10%
RFA
1135
RTD Financial Advisors
Pennsylvania
$1.36M
PWA
1136
Provenance Wealth Advisors
Florida
$1.36M
FSA
1137
Fort Sheridan Advisors
Illinois
$1.36M +$67.9K +1,164 +6%
SAM
1138
Synergy Asset Management
Washington
$1.36M +$168K +2,886 +15%
SFS
1139
Summit Financial Strategies
Ohio
$1.35M +$286K +4,896 +29%
GKWIM
1140
Gerber Kawasaki Wealth & Investment Management
California
$1.34M -$21.3K -366 -2%
KL
1141
KilterHowling LLC
Colorado
$1.34M
HR
1142
Hardy Reed
Mississippi
$1.34M
JGIA
1143
Jackson Grant Investment Advisers
Connecticut
$1.34M +$1.4K +24 +0.1%
SPW
1144
Sonoma Private Wealth
California
$1.34M -$35.7K -612 -3%
HAS
1145
HBW Advisory Services
California
$1.33M -$8.4K -144 -0.7%
AWM
1146
Accel Wealth Management
Iowa
$1.33M +$183K +3,144 +17%
MPM
1147
Meritage Portfolio Management
Kansas
$1.32M -$4.9K -84 -0.4%
AEPWM
1148
Atlantic Edge Private Wealth Management
Florida
$1.31M +$263K +4,512 +27%
FNBSF
1149
First National Bank Sioux Falls
South Dakota
$1.3M
HG
1150
Harbor Group
New Hampshire
$1.3M -$46.9K -804 -4%

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.