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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
MCIA
101
Mountain Capital Investment Advisors
Colorado
$92.5M -$833K -14,292 -1%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$92.3M -$909K -15,588 -1%
CIAS
103
CFS Investment Advisory Services
New Jersey
$91.8M +$85.9M +1,473,072 New
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$91.6M +$401K +6,882 +0.5%
MWA
105
Martel Wealth Advisors
Washington
$89.8M -$2.83M -48,522 -3%
SF
106
Summit Financial
New Jersey
$89.4M +$21.2M +364,176 +34%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$88.2M -$432K -7,404 -0.5%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$88M +$393K +6,738 +0.5%
VCP
109
Vista Capital Partners
Oregon
$86.5M -$2.18M -37,374 -3%
Bessemer Group
110
Bessemer Group
New Jersey
$84.3M +$6.27M +107,472 +9%
GT
111
Glenmede Trust
Pennsylvania
$84.2M -$220K -3,774 -0.3%
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$83.7M +$1.73M +29,598 +2%
BOPW
113
Brandywine Oak Private Wealth
Pennsylvania
$83.5M -$5.33M -91,350 -6%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$82.8M -$33.1M -567,624 -30%
BRWA
115
B. Riley Wealth Advisors
Florida
$82.3M -$45.1M -773,328 -37%
CA
116
CSM Advisors
Pennsylvania
$79.1M
NRA
117
NSI Retail Advisors
Pennsylvania
$77.3M
SPIA
118
Steward Partners Investment Advisory
New York
$77.3M +$3.12M +53,514 +5%
Cerity Partners
119
Cerity Partners
New York
$77M +$7.45M +127,830 +12%
Betterment LLC
120
Betterment LLC
New York
$75.4M -$119K -2,034 -0.2%
CHP
121
Cable Hill Partners
Oregon
$75.1M -$1.05M -17,988 -1%
RWB
122
RMR Wealth Builders
New Jersey
$74.7M +$1.66M +28,506 +2%
BCM
123
Becker Capital Management
Oregon
$74.6M +$2.23M +38,280 +3%
AI
124
Atria Investments
North Carolina
$73.4M -$49.3K -846 -0.1%
William Blair & Company
125
William Blair & Company
Illinois
$72.4M +$7.36M +126,246 +12%

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.