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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
NWM
1401
Northwest Wealth Management
Iowa
$729K -$50K -858 -7%
ZF
1402
Zega Financial
Florida
$729K +$682K +11,700 New
MCC
1403
Money Concepts Capital
Florida
$729K -$18.2K -312 -3%
SSC
1404
Syverson Strege & Co
Iowa
$729K -$49.3K -846 -7%
HIP
1405
HUB Investment Partners
Texas
$728K +$252K +4,314 +59%
OWM
1406
Orgel Wealth Management
Wisconsin
$726K +$1.4K +24 +0.2%
FWM
1407
Fairhaven Wealth Management
Illinois
$724K -$35K -600 -5%
SAM
1408
S.A. Mason
Michigan
$721K +$9.45K +162 +1%
WSFS
1409
Wilmington Savings Fund Society
Delaware
$720K +$243K +4,170 +56%
SWM
1410
SFG Wealth Management
Maryland
$718K
BRIA
1411
Balanced Rock Investment Advisors
Massachusetts
$711K +$165K +2,832 +33%
FB
1412
First Bancorp
Maine
$708K
AWMG
1413
Alliance Wealth Management Group
New Jersey
$707K
OFG
1414
Oxford Financial Group
Indiana
$707K +$95.9K +1,644 +17%
WFPG
1415
Waller Financial Planning Group
Ohio
$707K -$39.2K -672 -6%
AMBIA
1416
Allen Mooney & Barnes Investment Advisors
Georgia
$705K -$5.6K -96 -0.8%
AFO
1417
Arrowroot Family Office
California
$705K -$30.1K -516 -4%
CAAM
1418
Cornerstone Advisors Asset Management
Pennsylvania
$704K
APW
1419
Atlantic Private Wealth
North Carolina
$703K
MWM
1420
Maltin Wealth Management
New Jersey
$703K
PIA
1421
Petredis Investment Advisors
Pennsylvania
$697K +$49K +840 +8%
LWM
1422
LJI Wealth Management
Indiana
$695K -$17.5K -300 -3%
HIC
1423
Holderness Investments Company
North Carolina
$692K +$79.1K +1,356 +14%
MA
1424
MKT Advisors
California
$692K +$350 +6 +0.1%
CF
1425
Clarity Financial
Texas
$692K -$11.2K -192 -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.