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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
FCH
1426
Freestone Capital Holdings
Washington
$689K +$55.6K +954 +9%
GAB
1427
German American Bancorp
Indiana
$687K
TA
1428
TruWealth Advisors
Louisiana
$687K -$46.5K -798 -7%
VR
1429
Valued Retirements
Texas
$687K
UWPG
1430
Ullmann Wealth Partners Group
Florida
$686K +$14.3K +246 +2%
NPI
1431
New Perspectives Inc
Mississippi
$680K
TDC
1432
Thompson Davis & Co
Virginia
$680K +$2.8K +48 +0.4%
CCG
1433
Catalina Capital Group
California
$680K +$50.4K +864 +9%
Winslow Capital Management
1434
Winslow Capital Management
Minnesota
$679K +$32.5K +558 +5%
CAM
1435
Congress Asset Management
Massachusetts
$678K +$63.3K +1,086 +11%
WT
1436
Washington Trust
Rhode Island
$676K -$77.3K -1,326 -11%
BCP
1437
Berkeley Capital Partners
Georgia
$676K +$130K +2,226 +26%
VCM
1438
Vision Capital Management
Oregon
$675K +$19.2K +330 +3%
EGWAG
1439
Elwood & Goetz Wealth Advisory Group
Georgia
$675K -$7.7K -132 -1%
NCM
1440
Narwhal Capital Management
Georgia
$673K
HAM
1441
Harmony Asset Management
Arizona
$672K +$3.85K +66 +0.6%
SWIG
1442
Strategic Wealth Investment Group
Kentucky
$672K +$624K +10,698 New
DWS
1443
Dynamic Wealth Strategies
California
$671K
SYBT
1444
Stock Yards Bank & Trust
Kentucky
$670K -$538K -9,228 -46%
CTB
1445
Country Trust Bank
Illinois
$666K -$350 -6 -0.1%
MIC
1446
Means Investment Company
Maine
$666K
NCM
1447
Next Capital Management
New York
$663K
UWS
1448
Unique Wealth Strategies
Illinois
$660K
FFA
1449
Fi3 Financial Advisors
Indiana
$658K +$350 +6 +0.1%
CGFA
1450
Colton Groome Financial Advisors
North Carolina
$656K +$245K +4,194 +66%

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.