We are live on ! Find out more
VUG icon

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
ITIM
1351
Indiana Trust & Investment Management
Indiana
$818K -$3.15K -54 -0.4%
WH
1352
Willner & Heller
California
$818K -$47.9K -822 -6%
OWA
1353
Octavia Wealth Advisors
Ohio
$816K -$467K -8,016 -38%
LIWM
1354
Long Island Wealth Management
New York
$807K -$350 -6 -0%
BAAM
1355
Baker Avenue Asset Management
California
$806K -$111K -1,896 -13%
FWM
1356
Fingerlakes Wealth Management
New York
$805K -$19.2K -330 -2%
BFEC
1357
Benjamin F. Edwards & Company
Missouri
$803K +$58.4K +1,002 +8%
AUB
1358
Atlantic Union Bankshares
Virginia
$797K +$37.4K +642 +5%
PFA
1359
Petra Financial Advisors
Colorado
$796K -$31.1K -534 -4%
WGCA
1360
Wolf Group Capital Advisors
Virginia
$794K -$189K -3,240 -20%
FFWA
1361
FRG Family Wealth Advisors
Washington
$794K
HIS
1362
Horizon Investment Services
Indiana
$793K +$38.1K +654 +5%
ANTB
1363
AMG National Trust Bank
Colorado
$792K +$66.1K +1,134 +10%
CIA
1364
Cohen Investment Advisors
New Hampshire
$790K +$47.2K +810 +5%
DPW
1365
DiNuzzo Private Wealth
Pennsylvania
$786K
SJL
1366
Shayne & Jacobs LLC
Tennessee
$785K
WG
1367
Welch Group
Alabama
$785K -$1.75K -30 -0.2%
WAL
1368
W Advisors LLC
Tennessee
$785K
CGPCS
1369
Capital Group Private Client Services
California
$784K -$2.45K -42 -0.3%
RFN
1370
Redwood Financial Network
Ohio
$782K -$31.5K -540 -4%
BWAM
1371
Boyd Watterson Asset Management
Ohio
$781K
NCM
1372
Northwest Capital Management
Oregon
$777K -$641K -10,986 -47%
FFA
1373
First Foundation Advisors
California
$776K
GI
1374
GAMMA Investing
California
$775K +$61.6K +1,056 +9%
PSF
1375
Pacific Sun Financial
California
$774K -$12.2K -210 -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.