Vanguard Morningstar Growth ETF
VUG
2,221 hedge funds and large institutions have $91.5B invested in Vanguard Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 876 increasing their positions, 806 reducing their positions, and 64 closing their positions.
142% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 64
54% more call options, than puts
Call options by funds: $97.8M | Put options by funds: $63.4M
3% more funds holding
Funds holding: 2,155 → 2,221 (+66)
9% more repeat investments, than reductions
Existing positions increased: 876 | Existing positions reduced: 806
5% more capital invested
Capital invested by funds: $87.5B → $91.5B (+$3.96B)
5% less funds holding in top 10
Funds holding in top 10: 402 → 382 (-20)
11.86% less ownership
Funds ownership: 405.39% → 393.53% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$240M |
| 2 |
AA
Axiom Advisory
San Diego,
California
|
+$229M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$156M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$135M |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$2.06B |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$196M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$160M |
| 4 |
PC
Permanens Capital
New York
|
-$72.2M |
| 5 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$53.3M |
VUG Hedge Fund Activity: Q3 2024 in Review
2,221 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2024, worth a combined $91.5B — up 4.5% from $87.5B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new VUG positions and 64 closed out — a net gain of 91 holders — while 876 added to existing stakes and 806 trimmed.
The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Strategic Financial Concepts, cutting an estimated $2.06B.
- 2,221 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2024, up from 2,155 in Q2 2024.
- Funds reported $91.5B of Vanguard Morningstar Growth ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
- 155 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2024 and 64 closed out, a net change of +91 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q3 2024 was Bank of America, an estimated $240M added.
- The largest Vanguard Morningstar Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $2.06B sold.
Based on aggregated 13F filings for Q3 2024.