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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
SA
1176
SpiderRock Advisors
Delaware
$1.19M +$484K +8,298 +77%
IBOK
1177
Independence Bank of Kentucky
Kentucky
$1.19M +$534K +9,156 +92%
QCG
1178
Quadrant Capital Group
Ohio
$1.19M -$4.55K -78 -0.4%
PIMG
1179
Patriot Investment Management Group
Tennessee
$1.19M
WA
1180
WBH Advisory
Maryland
$1.19M +$84K +1,440 +8%
FA
1181
Fiducient Advisors
Illinois
$1.18M +$1.11M +18,996 New
RG
1182
Rathbones Group
United Kingdom
$1.18M
FPW
1183
Flagship Private Wealth
Massachusetts
$1.18M -$62.6K -1,074 -5%
CD
1184
Chapin Davis
Maryland
$1.18M +$194K +3,324 +21%
SCA
1185
Sandy Cove Advisors
Massachusetts
$1.17M -$8.05K -138 -0.7%
CSC
1186
Caldwell Sutter Capital
California
$1.17M -$350 -6 -0%
SL
1187
SWMG LLC
Texas
$1.17M -$3.15K -54 -0.3%
PCMC
1188
Private Capital Management (Colorado)
Colorado
$1.17M -$63K -1,080 -5%
NEPWA
1189
New England Private Wealth Advisors
Massachusetts
$1.17M +$20.6K +354 +2%
Kayne Anderson Rudnick Investment Management
1190
Kayne Anderson Rudnick Investment Management
California
$1.17M +$86.8K +1,488 +9%
HAG
1191
HF Advisory Group
Maryland
$1.17M +$6.65K +114 +0.6%
AP
1192
Americana Partners
Texas
$1.17M +$23.8K +408 +2%
BIM
1193
Breakwater Investment Management
Washington
$1.16M
ACM
1194
Absolute Capital Management
Pennsylvania
$1.16M +$227K +3,894 +26%
FCA
1195
FinTrust Capital Advisors
South Carolina
$1.16M +$25.9K +444 +2%
ACA
1196
American Capital Advisory
Idaho
$1.16M +$1.29M +22,134 +11,900%
SKK
1197
Shepherd Kaplan Krochuk
Massachusetts
$1.15M -$99K -1,698 -8%
DA
1198
Detalus Advisors
Missouri
$1.15M
CAS
1199
Coppell Advisory Solutions
Texas
$1.15M +$1.07M +18,426 New
FCG
1200
Fielder Capital Group
Tennessee
$1.14M +$1.07M +18,366 New

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.