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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
PWM
1651
Prosperity Wealth Management
California
$415K +$8.4K +144 +2%
WTFG
1652
Wells Trecaso Financial Group
Ohio
$414K +$15K +258 +4%
WC
1653
Waterloo Capital
Texas
$412K +$14K +240 +4%
AC
1654
Avestar Capital
New York
$412K
WWC
1655
Waypoint Wealth Counsel
Georgia
$411K +$7.35K +126 +2%
JC
1656
JB Capital
Connecticut
$411K -$44.8K -768 -10%
TVAMP
1657
Tennessee Valley Asset Management Partners
Tennessee
$411K +$107K +1,842 +39%
LA
1658
Latitude Advisors
Florida
$410K -$350 -6 -0.1%
TWP
1659
Tyche Wealth Partners
Texas
$409K
SRCM
1660
Signature Resources Capital Management
California
$409K -$48.3K -828 -11%
WF
1661
Welch & Forbes
Massachusetts
$409K
SLC
1662
Second Line Capital
Louisiana
$408K -$7K -120 -2%
LWM
1663
Lyell Wealth Management
California
$408K
JA
1664
JVL Associates
Michigan
$407K
SIC
1665
Shoker Investment Counsel
Ohio
$406K
TW
1666
Transform Wealth
Colorado
$406K
FNT
1667
First Nebraska Trust
Nebraska
$405K
CWM
1668
Collaborative Wealth Management
Florida
$405K -$120K -2,058 -24%
SC
1669
Sepio Capital
Utah
$405K -$29.4K -504 -7%
NFP
1670
Narus Financial Partners
Utah
$405K +$379K +6,492 New
JFGLC
1671
Johnson Financial Group LLC (Colorado)
Colorado
$404K
MPWT
1672
MassMutual Private Wealth & Trust
Connecticut
$401K +$206K +3,528 +121%
HFA
1673
High Falls Advisors
New York
$398K +$70K +1,200 +23%
BCM
1674
BluePointe Capital Management
California
$398K
TC
1675
Toews Corporation
New Jersey
$397K -$134K -2,298 -27%

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.