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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
DOA
1676
D'Orazio & Associates
Virginia
$397K -$7.35K -126 -2%
ZIG
1677
Zullo Investment Group
Pennsylvania
$396K
SA
1678
Skyline Advisors
Washington
$396K +$82.6K +1,416 +29%
HFS
1679
Hantz Financial Services
Michigan
$395K +$369K +6,330 New
BWP
1680
Bernardo Wealth Planning
Pennsylvania
$394K +$1.75K +30 +0.5%
TTWM
1681
TCV Trust & Wealth Management
Virginia
$393K -$88.5K -1,518 -19%
HFS
1682
Horizon Financial Services
North Carolina
$393K -$1.05K -18 -0.3%
NCFG
1683
New Century Financial Group
New Jersey
$393K +$367K +6,300 New
DP
1684
DDD Partners
Washington
$392K
RC
1685
Roundview Capital
New Jersey
$392K
WOC
1686
West Oak Capital
California
$392K
TCWA
1687
Turtle Creek Wealth Advisors
Texas
$390K +$347K +5,946 +1,906%
WA
1688
WealthTrust Axiom
Pennsylvania
$389K
CFP
1689
Cascade Financial Partners
California
$389K
AFP
1690
Alpha Financial Partners
Kentucky
$389K -$234K -4,008 -39%
NSIM
1691
North Star Investment Management
Illinois
$385K +$52.5K +900 +17%
GF
1692
Gries Financial
Ohio
$385K -$299K -5,124 -45%
LPT
1693
Legacy Private Trust
Wisconsin
$385K
RRWA
1694
Rainey & Randall Wealth Advisors
Florida
$385K +$22.7K +390 +7%
GFL
1695
Granite FO LLC
New Hampshire
$384K
T
1696
TNF
Montana
$384K -$1.4K -24 -0.4%
KCM
1697
Kanawha Capital Management
Virginia
$384K -$3.5K -60 -1%
TA
1698
TFG Advisers
Michigan
$383K -$19.6K -336 -5%
TFF
1699
The Family Firm
Maryland
$382K +$358K +6,132 New
LNB
1700
Ledyard National Bank
$381K -$17.5K -300 -5%

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.