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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
RIP
1576
RAM Investment Partners
Washington
$481K -$4.2K -72 -0.9%
OA
1577
Oxbow Advisors
Texas
$481K -$66.8K -1,146 -13%
SF
1578
Slagle Financial
Illinois
$481K -$11.2K -192 -2%
QT
1579
Quantbot Technologies
New York
$481K +$450K +7,710 New
WCM
1580
WealthBridge Capital Management
Ohio
$480K +$55.3K +948 +14%
MWA
1581
Motive Wealth Advisors
Michigan
$479K -$8.4K -144 -2%
SCM
1582
Steele Capital Management
Iowa
$478K +$33.2K +570 +8%
BTIM
1583
BancFirst Trust & Investment Management
Oklahoma
$478K +$72.8K +1,248 +20%
HGA
1584
Hobbs Group Advisors
South Carolina
$473K +$443K +7,596 New
MWM
1585
MBE Wealth Management
Wisconsin
$471K -$350 -6 -0.1%
EFA
1586
Evernest Financial Advisors
Indiana
$470K
VFP
1587
Verus Financial Partners
Virginia
$470K
BFS
1588
Beacon Financial Strategies
North Carolina
$468K -$12.2K -210 -3%
GM
1589
GeoWealth Management
Illinois
$468K +$251K +4,296 +134%
AIM
1590
Allen Investment Management
New York
$468K
FF
1591
Farrell Financial
New York
$467K +$169K +2,904 +63%
WAM
1592
Weatherly Asset Management
California
$467K
CAM
1593
Concorde Asset Management
Michigan
$466K +$38.1K +654 +10%
RWA
1594
Redhawk Wealth Advisors
Minnesota
$463K -$19.2K -330 -4%
FIM
1595
FWL Investment Management
Texas
$458K
MYIA
1596
Mount Yale Investment Advisors
Colorado
$456K -$165K -2,832 -28%
WIM
1597
Westside Investment Management
California
$455K -$17.5K -300 -4%
MAV
1598
Mason & Associates (Virginia)
Virginia
$455K +$206K +3,540 +94%
PI
1599
Pachira Investments
California
$455K -$5.6K -96 -1%
GSC
1600
G&S Capital
Colorado
$454K

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.