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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
AF
1376
Apollon Financial
South Carolina
$772K
OWA
1377
One Wealth Advisors
California
$772K +$40.6K +696 +6%
WCM
1378
Windsor Capital Management
Arizona
$771K +$10.8K +186 +2%
PHS
1379
Pekin Hardy Strauss
Illinois
$768K +$96.2K +1,650 +15%
FA
1380
FSA Advisors
Michigan
$767K +$1.4K +24 +0.2%
BAM
1381
BOS Asset Management
Illinois
$764K -$34.6K -594 -5%
BAM
1382
Berkshire Asset Management
Pennsylvania
$764K
IA
1383
IFG Advisors
Missouri
$764K -$35.7K -612 -5%
DIM
1384
DLK Investment Management
California
$764K +$92K +1,578 +15%
CAAS
1385
Capital Asset Advisory Services
Michigan
$759K -$44.8K -768 -6%
WMP
1386
Wealth Management Partners
Arizona
$758K +$15.4K +264 +2%
EAM
1387
Empirical Asset Management
Massachusetts
$756K +$431K +7,392 +156%
MWA
1388
Meridian Wealth Advisors
Texas
$754K
HWM
1389
Hemington Wealth Management
Virginia
$753K
NIC
1390
Northwest Investment Counselors
Oregon
$748K
SAMT
1391
Select Asset Management & Trust
Pennsylvania
$747K
LSA
1392
L & S Advisors
California
$747K
SFP
1393
Sterling Financial Planning
New Jersey
$743K +$96.2K +1,650 +16%
SVWG
1394
Shared Vision Wealth Group
United States
$740K
Tudor Investment Corp
1395
Tudor Investment Corp
Connecticut
$739K +$692K +11,862 New
IFAM
1396
Institutional & Family Asset Management
Colorado
$737K -$5.25K -90 -0.8%
AIA
1397
Ally Invest Advisors
North Carolina
$734K -$3.5K -60 -0.5%
SWP
1398
Strategic Wealth Partners
Ohio
$733K +$75.9K +1,302 +12%
YIA
1399
YHB Investment Advisors
Connecticut
$733K +$82.9K +1,422 +14%
SCI
1400
Silver Coast Investments
United States
$732K +$45.1K +774 +7%

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.