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Vanguard Morningstar Growth ETF

2,877 hedge funds and large institutions have $143B invested in Vanguard Morningstar Growth ETF in 2026 Q2 according to their latest regulatory filings, with 273 funds opening new positions, 1,148 increasing their positions, 1,115 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 72

23% more capital invested

Capital invested by funds: $116B → $143B (+$26.8B)

5% more funds holding

Funds holding: 2,7332,877 (+144)

5% more funds holding in top 10

Funds holding in top 10: 421441 (+20)

3% more repeat investments, than reductions

Existing positions increased: 1,148 | Existing positions reduced: 1,115

3% more call options, than puts

Call options by funds: $181M | Put options by funds: $177M

340.47% less ownership

Funds ownership: 404.46%64% (-340%)

Holders
2,877
Holders Change
+144
Holders Change %
+5.27%
% of All Funds
34.75%
Holding in Top 10
441
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+4.75%
% of All Funds
5.33%
New
273
Increased
1,148
Reduced
1,115
Closed
72
Calls
$181M
Puts
$177M
Net Calls
+$4.96M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$132M +$2.03M +24,070 +2%
Bessemer Group
102
Bessemer Group
New Jersey
$131M -$56.1M -666,718 -30%
FSWA
103
Financial Synergies Wealth Advisors
Texas
$131M -$3.35M -39,769 -3%
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$129M +$1.36M +16,202 +1%
MCIA
105
Mountain Capital Investment Advisors
Colorado
$125M -$670M -7,959,999 -85%
MWA
106
Martel Wealth Advisors
Washington
$125M +$3.48M +41,306 +3%
SPIA
107
Steward Partners Investment Advisory
New York
$124M +$2.46M +29,230 +2%
BOPW
108
Brandywine Oak Private Wealth
Pennsylvania
$123M +$657K +7,809 +0.5%
PAG
109
Private Advisor Group
New Jersey
$122M -$118M -1,406,950 -50%
CAM
110
Clark Asset Management
New Hampshire
$121M +$6.98M +82,951 +6%
ACM
111
Advisors Capital Management
New Jersey
$121M +$7.85M +93,241 +7%
7WCP
112
71 West Capital Partners
Massachusetts
$121M -$3.33M -39,560 -3%
BFG
113
Bleakley Financial Group
New Jersey
$121M +$1.62M +19,226 +1%
AI
114
Atria Investments
North Carolina
$119M +$21.1M +250,348 +22%
SMDAM
115
Sumitomo Mitsui DS Asset Management
Japan
$119M -$3.39M -40,241 -3%
HWA
116
HCR Wealth Advisors
California
$117M +$2.15M +25,585 +2%
PFPG
117
Pinnacle Financial Partners (Georgia)
Georgia
$116M +$1.9M +22,563 +2%
ETC
118
Exchange Traded Concepts
Oklahoma
$115M +$15.9M +189,524 +17%
CTC
119
Central Trust Company
Missouri
$115M -$4.19M -49,775 -4%
CSP
120
Cary Street Partners
Virginia
$112M -$9.89M -117,562 -8%
BL
121
Balentine LLC
Georgia
$112M -$48.5M -576,949 -31%
AQR Capital Management
122
AQR Capital Management
Connecticut
$111M +$25.5M +302,923 +31%
EWA
123
EverSource Wealth Advisors
Alabama
$110M -$76.7M -911,674 -42%
ODIJL
124
One Day In July LLC
Vermont
$109M +$3.83M +45,469 +4%
CA
125
CSM Advisors
Pennsylvania
$105M +$966K +11,482 +0.9%

VUG Hedge Fund Activity: Q2 2026 in Review

2,877 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2026, worth a combined $143B — up 23% from $116B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new VUG positions and 72 closed out — a net gain of 201 holders — while 1,148 added to existing stakes and 1,115 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.25B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $3.56B.

  • 2,877 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2026, up from 2,733 in Q1 2026.
  • Funds reported $143B of Vanguard Morningstar Growth ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 273 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2026 and 72 closed out, a net change of +201 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q2 2026 was Pathstone Holdings, an estimated $1.25B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q2 2026 was Moneta Group Investment Advisors, an estimated $3.56B sold.

Based on aggregated 13F filings for Q2 2026.