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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
HL
1326
HeadInvest LLC
Maine
$850K -$2.1K -36 -0.3%
SFS
1327
Strategic Financial Services
New York
$849K +$212K +3,636 +36%
HWA
1328
Hilltop Wealth Advisors
North Carolina
$848K -$39.9K -684 -5%
FAM
1329
Formidable Asset Management
Ohio
$844K +$790K +13,548 New
WA
1330
Wealth Architects
California
$843K +$700 +12 +0.1%
AIC
1331
Archer Investment Corporation
Indiana
$842K -$700 -12 -0.1%
PG
1332
Proffitt & Goodson
Tennessee
$842K +$267K +4,572 +51%
MAM
1333
McLean Asset Management
Virginia
$841K -$1.4K -24 -0.2%
GL
1334
Graypoint LLC
New York
$841K
BSG
1335
Black Swift Group
Colorado
$839K
IP
1336
Intellectus Partners
California
$839K
WW
1337
Waterfront Wealth
Kansas
$838K -$286K -4,908 -27%
M
1338
MYeCFO
California
$836K
BWL
1339
Bogart Wealth LLC
Virginia
$835K +$281K +4,818 +56%
GWANC
1340
Guardian Wealth Advisors (North Carolina)
North Carolina
$835K
WDG
1341
Wealth Dimensions Group
Ohio
$834K +$32.2K +552 +4%
NL
1342
Navalign LLC
California
$829K -$79.8K -1,368 -9%
FCAS
1343
First Command Advisory Services
Texas
$829K -$2.45K -42 -0.3%
BFS
1344
Burkett Financial Services
South Carolina
$827K -$14K -240 -2%
FIBT
1345
First International Bank & Trust
North Dakota
$825K
FNT
1346
First National Trust
Pennsylvania
$824K +$22.4K +384 +3%
SCM
1347
Shelton Capital Management
Colorado
$823K
AWM
1348
AAF Wealth Management
Massachusetts
$821K +$115K +1,968 +18%
TCM
1349
Towercrest Capital Management
Pennsylvania
$819K
TWA
1350
TCI Wealth Advisors
Arizona
$819K -$15K -258 -2%

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.