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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
NAM
1251
NorthCrest Asset Manangement
Minnesota
$1.01M +$6.3K +108 +0.7%
1WA
1252
180 Wealth Advisors
Washington
$1M +$38.8K +666 +4%
WIP
1253
WealthCare Investment Partners
Rhode Island
$1M -$25.9K -444 -3%
GSEP
1254
Golden State Equity Partners
California
$1M +$936K +16,056 New
FRA
1255
Frank Rimerman Advisors
California
$998K
CFO
1256
Collective Family Office
Pennsylvania
$997K +$5.25K +90 +0.6%
NCM
1257
Noesis Capital Mangement
Florida
$993K -$3.5K -60 -0.4%
JCM
1258
Jacobi Capital Management
Pennsylvania
$990K +$353K +6,048 +62%
TFM
1259
Trademark Financial Management
Minnesota
$984K -$56K -960 -6%
BPWM
1260
Badgley Phelps Wealth Managers
Washington
$983K +$42.3K +726 +5%
TFGT
1261
TS Financial Group (TSFG)
Illinois
$983K
BAG
1262
Bridgewealth Advisory Group
California
$982K +$19.6K +336 +2%
VAM
1263
Verity Asset Management
North Carolina
$981K +$577K +9,894 +169%
LWCFA
1264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$976K -$3.5K -60 -0.4%
TA
1265
TrueWealth Advisors
Alabama
$976K +$26.6K +456 +3%
AIMC
1266
Alley Investment Management Company
Illinois
$973K -$14.3K -246 -2%
BBNA
1267
Bremer Bank National Association
Minnesota
$971K
MFS
1268
McNamara Financial Services
Massachusetts
$970K -$47.9K -822 -5%
LC
1269
Lavaca Capital
Texas
$968K +$906K +15,534 New
BONH
1270
Bank of New Hampshire
New Hampshire
$968K -$5.25K -90 -0.6%
EWM
1271
EPG Wealth Management
Georgia
$966K -$904K -15,504 Closed
National Bank of Canada
1272
National Bank of Canada
Quebec, Canada
$960K -$11M -188,454 -92%
FNBT
1273
FineMark National Bank & Trust
Florida
$956K -$30.8K -528 -3%
BFG
1274
Bouchey Financial Group
New York
$954K +$21.3K +366 +2%
PWA
1275
Primoris Wealth Advisors
Florida
$953K +$550K +9,438 +161%

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.