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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
GWS
1626
Glassman Wealth Services
Virginia
$431K +$37.8K +648 +10%
ATI
1627
ARK & TLK Investments
Oklahoma
$431K -$103K -1,764 -20%
FWM
1628
FFT Wealth Management
Pennsylvania
$431K -$17.8K -306 -4%
WWP
1629
WR Wealth Planners
Missouri
$430K -$7.35K -126 -2%
CWA
1630
Clarity Wealth Advisors
California
$429K -$5.25K -90 -1%
PP
1631
Pacifica Partners
Canada
$429K +$7K +120 +2%
FCM
1632
Firestone Capital Management
Florida
$428K
HS
1633
Horan Securities
United States
$428K +$25.2K +432 +7%
OCM
1634
Orleans Capital Management
Louisiana
$426K -$15.7K -270 -4%
XSC
1635
X-Square Capital
Puerto Rico
$426K -$637K -10,926 -62%
WC
1636
Wynn Capital
Georgia
$426K
AAMA
1637
Advanced Asset Management Advisors
Ohio
$426K -$17.1K -294 -4%
ODG
1638
O'Dell Group
Ohio
$425K
IF
1639
Ironwood Financial
Arizona
$425K -$79.4K -1,362 -17%
TAM
1640
Tucker Asset Management
Colorado
$422K +$1.4K +24 +0.4%
MPI
1641
Mairs & Power Inc
Minnesota
$422K -$43.7K -750 -10%
GAM
1642
GEM Asset Management
Michigan
$422K +$4.55K +78 +1%
LCM
1643
LVM Capital Management
Michigan
$421K +$394K +6,756 New
RIA
1644
Realta Investment Advisors
Delaware
$419K -$9.1K -156 -2%
EFG
1645
Ethos Financial Group
Pennsylvania
$419K +$392K +6,720 New
ST
1646
Spinnaker Trust
Maine
$419K -$9.1K -156 -2%
VPIM
1647
Vanguard Personalized Indexing Management
California
$419K -$9.1K -156 -2%
TWM
1648
TriaGen Wealth Management
California
$417K
GWAG
1649
Garrett Wealth Advisory Group
Texas
$417K
VCM
1650
Vivaldi Capital Management
Illinois
$416K

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.