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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
SIMG
1276
Sonora Investment Management Group
Arizona
$946K
SW
1277
SteelPeak Wealth
California
$945K
AC
1278
Apella Capital
Connecticut
$945K +$100K +1,722 +13%
PP
1279
PDS Planning
Ohio
$945K +$23.1K +396 +3%
FWM
1280
Focused Wealth Management
New York
$944K
WAG
1281
Winthrop Advisory Group
Massachusetts
$940K +$6.65K +114 +0.8%
TF
1282
Tenon Financial
New Jersey
$940K -$52.1K -894 -6%
GGS
1283
Galvin Gaustad & Stein
Arizona
$938K +$472K +8,100 +117%
FCFC
1284
First Commonwealth Financial Corp
Pennsylvania
$938K +$8.4K +144 +1%
SSA
1285
Sierra Summit Advisors
Nevada
$935K -$85.7K -1,470 -9%
LA
1286
Legacy Advisors
Pennsylvania
$931K
FTC
1287
Farmers Trust Company
Ohio
$922K
LFG
1288
Larson Financial Group
Missouri
$916K +$312K +5,346 +57%
TCOV
1289
Trust Company of Vermont
Vermont
$916K
PAG
1290
Private Advisory Group
Washington
$913K +$1.75K +30 +0.2%
TWA
1291
Talisman Wealth Advisors
New Jersey
$913K
AWA
1292
Alaska Wealth Advisors
Alaska
$913K -$12.6K -216 -1%
HA
1293
Herold Advisors
New York
$912K -$1.05K -18 -0.1%
LW
1294
Libra Wealth
California
$911K -$34.6K -594 -4%
CFG
1295
Cosner Financial Group
Colorado
$907K -$27.3K -468 -3%
CFS
1296
CGC Financial Services
Oregon
$905K +$118K +2,028 +16%
TAM
1297
Tocqueville Asset Management
New York
$901K
MAS
1298
Madden Advisory Services
Florida
$901K +$5.25K +90 +0.6%
PCG
1299
Prosperity Consulting Group
Maryland
$899K +$8.05K +138 +1%
BFA
1300
Beacon Financial Advisory
Ohio
$898K +$2.8K +48 +0.3%

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.