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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
ONB
1226
Old National Bancorp
Indiana
$1.08M +$152K +2,604 +18%
T. Rowe Price Associates
1227
T. Rowe Price Associates
Maryland
$1.08M
LL
1228
LPWM LLC
Minnesota
$1.08M -$2.8K -48 -0.3%
VCP
1229
Verus Capital Partners
Arizona
$1.07M +$16.8K +288 +2%
LC
1230
Lincoln Capital
Nebraska
$1.07M +$4.9K +84 +0.5%
LW
1231
Linscomb Wealth
Texas
$1.07M -$350 -6 -0%
AWM
1232
Aprio Wealth Management
Georgia
$1.06M -$13.3K -228 -1%
CA
1233
Claro Advisors
Massachusetts
$1.06M +$83.3K +1,428 +9%
FMII
1234
Farmers & Merchants Investments Inc
Nebraska
$1.06M -$33.2K -570 -3%
HGERS
1235
Householder Group Estate & Retirement Specialist
Arizona
$1.05M -$164K -2,814 -14%
W
1236
Wealthquest
Ohio
$1.04M
9WM
1237
9258 Wealth Management
Ohio
$1.04M +$1.4K +24 +0.1%
APP
1238
Avantax Planning Partners
Iowa
$1.04M +$110K +1,878 +13%
SWM
1239
Sanctuary Wealth Management
Idaho
$1.04M +$305K +5,232 +46%
OA
1240
Operose Advisors
Wisconsin
$1.04M +$2.8K +48 +0.3%
ZIM
1241
Zacks Investment Management
Illinois
$1.04M +$23.8K +408 +3%
PFA
1242
Pure Financial Advisors
California
$1.03M +$1.05K +18 +0.1%
WB
1243
WesBanco Bank
West Virginia
$1.03M +$7.7K +132 +0.8%
NAG
1244
Northstar Advisory Group
New Jersey
$1.03M -$20.3K -348 -2%
WAM
1245
WealthTrust Asset Management
Florida
$1.02M +$952K +16,332 New
RCM
1246
Raleigh Capital Management
North Carolina
$1.02M -$17.5K -300 -2%
SFP
1247
Shepherd Financial Partners
Massachusetts
$1.02M
AWM
1248
Aviso Wealth Management
Washington
$1.01M
TGAM
1249
TBH Global Asset Management
Tennessee
$1.01M -$157K -2,700 -14%
VNA
1250
Valley National Advisers
Pennsylvania
$1.01M -$7K -120 -0.7%

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.