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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
FFA
1601
Fragasso Financial Advisors
Pennsylvania
$453K -$19.6K -336 -4%
AMCA
1602
Arthur M. Cohen & Associates
Illinois
$452K
HHGA
1603
Halbert Hargrove Global Advisors
California
$450K
MAC
1604
Mason & Associates (California)
California
$450K
HW
1605
Hamilton Wealth
California
$450K +$23.1K +396 +6%
MFG
1606
Monumental Financial Group
Maryland
$449K
DFA
1607
DHJJ Financial Advisors
Illinois
$449K
FMN
1608
Financial Management Network
California
$448K +$5.25K +90 +1%
AAG
1609
Armstrong Advisory Group
Massachusetts
$447K -$82.2K -1,410 -16%
GCM
1610
Gables Capital Management
Florida
$445K -$2.45K -42 -0.6%
JWBC
1611
John W. Brooker & Co
California
$445K -$36K -618 -8%
WLG
1612
Williamson Legacy Group
Indiana
$444K +$415K +7,116 New
IWS
1613
Insight Wealth Strategies
California
$443K +$16.4K +282 +4%
TWM
1614
Tanager Wealth Management
United Kingdom
$440K +$411K +7,056 New
RCA
1615
Ranch Capital Advisors
Florida
$440K +$411K +7,056 New
WAM
1616
Walker Asset Management
Missouri
$440K
WTB
1617
Washington Trust Bank
Washington
$438K -$151K -2,586 -27%
HCA
1618
Horan Capital Advisors
Ohio
$437K
OPWM
1619
Oxinas Partners Wealth Management
Indiana
$437K
CWM
1620
Calamos Wealth Management
Illinois
$436K +$197K +3,372 +93%
SPWG
1621
Syntegra Private Wealth Group
Missouri
$435K -$16.1K -276 -4%
AWA
1622
Acorn Wealth Advisors
Michigan
$435K +$131K +2,238 +47%
BFS
1623
Bradley Foster & Sargent
Connecticut
$434K +$115K +1,980 +40%
GAG
1624
GM Advisory Group
New York
$433K +$9.8K +168 +2%
SWM
1625
Stockman Wealth Management
Montana
$433K +$6.3K +108 +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.