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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
KA
1151
Klingman & Associates
New York
$1.3M +$184K +3,156 +18%
RIM
1152
Rockbridge Investment Management
New York
$1.3M
LF
1153
Lantz Financial
Illinois
$1.29M
FTDI
1154
First Trust Direct Indexing
Massachusetts
$1.29M +$603K +10,338 +100%
HNB
1155
Hilltop National Bank
Wyoming
$1.28M -$37.1K -636 -3%
CNBT
1156
Canandaigua National Bank & Trust
New York
$1.27M +$1.19M +20,454 New
LG
1157
LaFleur & Godfrey
Michigan
$1.27M +$301K +5,154 +34%
HPM
1158
Hoxton Planning & Management
West Virginia
$1.26M -$42.3K -726 -3%
EIA
1159
Eldridge Investment Advisors
New Hampshire
$1.26M +$46.9K +804 +4%
CAG
1160
Curtis Advisory Group
California
$1.26M -$78K -1,338 -6%
V
1161
ViaWealth
Kansas
$1.26M -$53.5K -918 -4%
WI
1162
WrapManager Inc
California
$1.25M -$176K -3,024 -13%
BTW
1163
Boston Trust Walden
Massachusetts
$1.25M
CWM
1164
Circle Wealth Management
New Jersey
$1.24M
LI
1165
LRI Investments
Florida
$1.24M +$115K +1,980 +11%
WP
1166
Westmount Partners
California
$1.24M -$350 -6 -0%
FFG
1167
Fiduciary Financial Group
California
$1.24M +$1.12M +19,200 New
Deutsche Bank
1168
Deutsche Bank
Germany
$1.23M -$37.4K -642 -3%
FPCG
1169
Fort Pitt Capital Group
Pennsylvania
$1.22M +$20.6K +354 +2%
Qube Research & Technologies (QRT)
1170
Qube Research & Technologies (QRT)
United Kingdom
$1.22M +$1.05M +18,030 +1,130%
RA
1171
Ruggaard & Associates
Ohio
$1.2M +$25.2K +432 +2%
KWA
1172
Kingswood Wealth Advisors
California
$1.2M +$99.7K +1,710 +10%
CAM
1173
Creekmur Asset Management
Illinois
$1.2M -$13.6K -234 -1%
ACI
1174
Alpha Cubed Investments
California
$1.19M -$117K -1,998 -9%
LAM
1175
LifePro Asset Management
California
$1.19M -$32.5K -558 -3%

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.