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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
FGAM
1501
Financial Gravity Asset Management
Texas
$570K -$1.17M -19,998 -69%
MCM
1502
Morton Capital Management
California
$567K
XF
1503
XML Financial
Maryland
$566K -$356K -6,108 -40%
MF
1504
Meridian Financial
Massachusetts
$564K +$68.6K +1,176 +15%
FBFS
1505
First Business Financial Services
Wisconsin
$562K
CS
1506
Cannell & Spears
New York
$559K
VW
1507
Vance Wealth
California
$556K +$700 +12 +0.1%
CWM
1508
Chemistry Wealth Management
New York
$555K +$10.1K +174 +2%
BTWM
1509
Baker Tilly Wealth Management
Wisconsin
$555K +$4.2K +72 +0.8%
NWMG
1510
National Wealth Management Group
Ohio
$553K +$101K +1,740 +24%
GI
1511
Gradient Investments
Minnesota
$553K -$167K -2,862 -24%
RP
1512
Rowlandmiller & Partners
Georgia
$552K
AFTS
1513
American Financial & Tax Strategies
New York
$551K -$9.1K -156 -2%
MW
1514
Members Wealth
Pennsylvania
$550K +$439K +7,524 New
FF
1515
Financial Futures
New Jersey
$550K -$8.75K -150 -2%
LC
1516
Landaas & Company
Wisconsin
$549K -$8.05K -138 -2%
SGI
1517
Summit Global Investments
Utah
$549K +$298K +5,118 +139%
DWM
1518
Denver Wealth Management
Colorado
$549K -$48.6K -834 -9%
CTA
1519
Colonial Trust Advisors
South Carolina
$548K -$58.1K -996 -10%
BA
1520
Ballast Advisors
Minnesota
$545K -$10.5K -180 -2%
TAM
1521
Townsend Asset Management
North Carolina
$543K -$2.1K -36 -0.4%
PCS
1522
Private Client Services
Kentucky
$543K +$9.1K +156 +2%
OWA
1523
Outlook Wealth Advisors
Texas
$542K +$25.2K +432 +0.9%
SG
1524
Sharper & Granite
California
$542K
DA
1525
Dover Advisors
Virginia
$540K +$506K +8,670 New

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.