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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
HWA
126
HCR Wealth Advisors
California
$71.5M +$512K +8,784 +0.8%
TC
127
Trust Company
Kansas
$71.2M +$1.01M +17,268 +2%
CF
128
Corrigan Financial
Rhode Island
$68.6M
HB
129
HTLF Bank
Colorado
$67.8M +$196K +3,366 +0.3%
CW
130
CreativeOne Wealth
Kansas
$67.2M -$8.07M -138,390 -11%
HCC
131
Hirtle Callaghan & Co
Pennsylvania
$66M -$796K -13,650 -1%
JC
132
Jentner Corp
Ohio
$65.4M -$406K -6,966 -0.7%
CAM
133
Cresset Asset Management
Illinois
$64.1M +$26.6M +455,994 +80%
CA
134
Crane Advisory
California
$64.1M -$573K -9,822 -1%
PPW
135
Pasadena Private Wealth
California
$64M +$1.44M +24,678 +2%
SFG
136
Sage Financial Group
Pennsylvania
$63.2M +$1.62M +27,804 +3%
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$63.2M +$27.1M +465,462 +85%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$63.2M +$3.42M +58,680 +6%
AF
139
Allworth Financial
California
$62M +$3M +51,384 +5%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$61.9M -$9.01M -154,434 -13%
S
141
SignatureFD
Georgia
$61M -$3.17M -54,348 -5%
BEC
142
Blue Edge Capital
Virginia
$60.3M -$622K -10,674 -1%
NFG
143
Nadler Financial Group
Illinois
$60M +$332K +5,688 +0.6%
DWM
144
Destination Wealth Management
California
$59.3M -$829K -14,208 -1%
AC
145
ASB Consultores
Florida
$58.9M +$5.53M +94,800 +11%
CA
146
Cambridge Associates
Massachusetts
$58M
SFA
147
Sequoia Financial Advisors
Ohio
$58M +$2.68M +45,936 +5%
CCA
148
Checchi Capital Advisers
California
$57.8M +$5.12M +87,876 +10%
TWM
149
TMD Wealth Management
Arizona
$57.4M -$867K -14,862 -2%
Northern Trust
150
Northern Trust
Illinois
$57.2M +$117K +1,998 +0.2%

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.