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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
PWA
1551
Phoenix Wealth Advisors
North Carolina
$503K -$196K -3,360 -29%
IHWM
1552
Iron Horse Wealth Management
Iowa
$503K
MWP
1553
Meredith Wealth Planning
Illinois
$502K +$469K +8,046 New
SCA
1554
St. Clair Advisors
Ohio
$501K
HNWA
1555
Henrickson Nauta Wealth Advisors
Michigan
$499K +$247K +4,230 +113%
HW
1556
Hancock Whitney
Mississippi
$498K -$46.9K -804 -9%
AWP
1557
Abacus Wealth Partners
California
$497K +$114K +1,950 +32%
CWS
1558
Cypress Wealth Services
California
$496K
SCM
1559
Schnieders Capital Management
California
$494K
ACG
1560
Allen Capital Group
Nebraska
$494K -$1.4K -24 -0.3%
ACM
1561
Allred Capital Management
Texas
$493K
CAWM
1562
Capital Advisors Wealth Management
Washington
$493K -$3.85K -66 -0.8%
MFG
1563
Mosaic Financial Group
Illinois
$492K
CIA
1564
Cladis Investment Advisory
Montana
$492K
FP
1565
Financial Perspectives
Minnesota
$491K +$3.15K +54 +0.7%
FG
1566
Foster Group
Iowa
$491K +$67.5K +1,158 +17%
HWM
1567
HFG Wealth Management
Texas
$489K +$14K +240 +3%
FFA
1568
Florida Financial Advisors
Florida
$489K +$4.2K +72 +0.9%
WJWM
1569
Williams Jones Wealth Management
New York
$489K
TH
1570
Team Hewins
California
$488K
VFIC
1571
Valley Forge Investment Consultants
Pennsylvania
$487K +$16.8K +288 +4%
CCM
1572
Carlson Capital Management
Minnesota
$485K
CIS
1573
Continental Investors Services
Washington
$484K
MFG
1574
MidWestOne Financial Group
Iowa
$483K
CKAIS
1575
Christensen King & Associates Investment Services
Washington
$481K -$49.3K -846 -10%

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.