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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
AIM
1301
Athena Investment Management
California
$895K
SBIA
1302
Sheaff Brock Investment Advisors
Indiana
$894K -$87.8K -1,506 -10%
CCA
1303
Conservest Capital Advisors
Pennsylvania
$894K
EWA
1304
Evolution Wealth Advisors
Florida
$890K
RWPA
1305
Richard W. Paul & Associates
Michigan
$888K +$31.5K +540 +4%
CG
1306
Cynosure Group
Utah
$888K +$76.3K +1,308 +10%
AWA
1307
Authentikos Wealth Advisory
California
$888K +$621K +10,650 New
SP
1308
Stablepoint Partners
Massachusetts
$887K -$14.3K -246 -2%
EP
1309
Edgestream Partners
New Jersey
$885K -$510K -8,748 -38%
FCA
1310
Fortis Capital Advisors
Kansas
$885K +$212K +3,642 +35%
CCMG
1311
Clark Capital Management Group
Pennsylvania
$884K +$105K +1,794 +14%
GWA
1312
GGM Wealth Advisors
Maryland
$879K
MCM
1313
Mainstay Capital Management
Michigan
$879K
IAG
1314
Investmark Advisory Group
Connecticut
$876K -$5.25K -90 -0.6%
FNB
1315
Farmers National Bank
Kentucky
$874K -$96.6K -1,656 -11%
First Manhattan
1316
First Manhattan
New York
$874K -$78K -1,338 -9%
TLA
1317
Tanglewood Legacy Advisors
Texas
$873K
CPWM
1318
Cypress Point Wealth Management
Texas
$873K
TCPW
1319
Twin City Private Wealth
North Carolina
$869K -$50K -858 -6%
BMWM
1320
Brown Miller Wealth Management
Virginia
$867K -$17.1K -294 -2%
AAS
1321
Annex Advisory Services
Wisconsin
$867K +$15K +258 +2%
CAM
1322
Carret Asset Management
New York
$864K +$22.7K +390 +3%
CMA
1323
Cedar Mountain Advisors
Oregon
$857K +$36K +618 +5%
CRI
1324
Colonial River Investments
Virginia
$856K +$30.1K +516 +4%
PAMG
1325
Patton Albertson Miller Group
Tennessee
$853K

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.