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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
EA
1526
Everpar Advisors
Oklahoma
$540K +$87.5K +1,500 +21%
JWM
1527
JFG Wealth Management
Colorado
$535K +$501K +8,586 New
TWG
1528
The Wealth Group
Minnesota
$534K -$30.8K -528 -6%
Luther King Capital Management (LKCM)
1529
Luther King Capital Management (LKCM)
Texas
$532K
NG
1530
Norden Group
Utah
$532K -$700 -12 -0.1%
CMAI
1531
Capital Management Associates Inc
Minnesota
$531K -$350 -6 -0.1%
LIA
1532
Lynx Investment Advisory
District of Columbia
$529K +$495K +8,496 New
TI
1533
Trexquant Investment
Connecticut
$525K -$9.45K -162 -2%
FA
1534
Flagstar Advisors
New York
$525K -$12.6K -216 -3%
VCM
1535
Viewpoint Capital Management
Washington
$525K
PWW
1536
Pettyjohn Wood & White
Virginia
$524K
PFA
1537
Pinnacle Family Advisors
Missouri
$524K +$114K +1,950 +30%
CFS
1538
Coordinated Financial Services
Colorado
$523K -$49K -840 -9%
LWMI
1539
Landmark Wealth Management (Illinois)
Illinois
$522K -$12.6K -216 -3%
LDB
1540
Lee, Danner & Bass
Tennessee
$520K +$486K +8,340 New
IAA
1541
Independent Advisor Alliance
North Carolina
$520K -$84.3K -1,446 -15%
JWCA
1542
J.W. Coons Advisors
Ohio
$519K -$10.5K -180 -2%
EFMC
1543
Empire Financial Management Company
New York
$516K +$32.9K +564 +7%
CFP
1544
Cypress Financial Planning
New Jersey
$515K -$19.2K -330 -4%
SIAP
1545
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$514K
KMWM
1546
Keudell/Morrison Wealth Management
Oregon
$514K +$5.25K +90 +1%
BFA
1547
Buttonwood Financial Advisors
Maryland
$513K +$84.3K +1,446 +21%
PCM
1548
Pointe Capital Management
Michigan
$511K
CCM
1549
Chilton Capital Management
Texas
$509K -$35.3K -606 -7%
BMC
1550
Benin Management Corp
Connecticut
$508K

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.