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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
MFA
1201
Mayflower Financial Advisors
Massachusetts
$1.14M -$135K -2,310 -11%
CFO
1202
CVA Family Office
Colorado
$1.14M -$30.4K -522 -3%
GIA
1203
Guyasuta Investment Advisors
Pennsylvania
$1.14M
SWP
1204
Semus Wealth Partners
Florida
$1.14M -$185K -3,168 -15%
MAA
1205
Matrix Asset Advisors
New York
$1.14M
SL
1206
SFM LLC
New Hampshire
$1.14M -$104K -1,782 -9%
AOWM
1207
Alpha Omega Wealth Management
Virginia
$1.13M -$47.2K -810 -4%
CFG
1208
Cooper Financial Group
California
$1.13M -$24.5K -420 -2%
CT
1209
Caldwell Trust
Florida
$1.13M -$50.7K -870 -5%
CW
1210
CIC Wealth
Maryland
$1.13M +$296K +5,076 +39%
EWM
1211
Endowment Wealth Management
Wisconsin
$1.13M -$52.5K -900 -5%
BCG
1212
Breakwater Capital Group
New Jersey
$1.12M +$55.3K +948 +6%
RWM
1213
RKL Wealth Management
Pennsylvania
$1.12M -$18.5K -318 -2%
DCM
1214
Delta Capital Management
New Jersey
$1.12M +$1.05M +18,000 New
CF
1215
Convergence Financial
Missouri
$1.12M +$1.05M +17,982 New
MLA
1216
MB, Levis & Associates
Pennsylvania
$1.12M
Jane Street
1217
Jane Street
New York
$1.12M -$789K -13,536 -43%
TA
1218
Tectonic Advisors
Texas
$1.11M +$47.9K +822 +5%
GT
1219
Glenview Trust
Kentucky
$1.11M +$119K +2,034 +13%
HTC
1220
Haverford Trust Company
Pennsylvania
$1.11M +$61.2K +1,050 +6%
TNB
1221
Thomasville National Bank
Georgia
$1.1M +$114K +1,956 +12%
MWM
1222
Marion Wealth Management
Pennsylvania
$1.09M +$34.3K +588 +3%
ICP
1223
Interchange Capital Partners
Pennsylvania
$1.09M +$484K +8,292 +90%
CPIA
1224
Cornell Pochily Investment Advisors
New York
$1.09M +$24.1K +414 +2%
FIM
1225
Freedom Investment Management
Connecticut
$1.09M -$49K -840 -5%

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.