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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
MWM
1701
Merriman Wealth Management
Washington
$379K +$70.7K +1,212 +25%
MWA
1702
MFA Wealth Advisors
Pennsylvania
$378K -$350 -6 -0.1%
WSWA
1703
Warren Street Wealth Advisors
California
$378K +$15.7K +270 +5%
PWMAG
1704
Pinnacle Wealth Management Advisory Group
New Jersey
$378K +$353K +6,060 New
MA
1705
MAS Advisors
Florida
$377K -$2.97M -50,934 -89%
PWP
1706
Precedent Wealth Partners
Texas
$376K
FC
1707
Fairscale Capital
New Hampshire
$376K +$340K +5,832 New
QCIG
1708
Quad-Cities Investment Group
Iowa
$376K
GCM
1709
Gallacher Capital Management
Colorado
$374K
CI
1710
Chartist Inc
California
$374K -$5.95K -102 -2%
CCFCSB
1711
Cape Cod Five Cents Savings Bank
Massachusetts
$374K -$3.5K -60 -1%
CNBT
1712
Cornerstone National Bank & Trust
Illinois
$374K
FPGT
1713
Financial Partners Group (Tennessee)
Tennessee
$374K
FWIA
1714
Fort Washington Investment Advisors
Ohio
$374K +$350K +5,994 New
PSP
1715
Pacific Sage Partners
Washington
$373K
BBA
1716
Braun-Bostich & Associates
Pennsylvania
$372K
DBRC
1717
D.B. Root & Company
Pennsylvania
$371K -$700 -12 -0.2%
PCTC
1718
Perkins Coie Trust Company
Washington
$371K
SM
1719
Sensible Money
Arizona
$370K
FFO
1720
Fiduciary Family Office
Florida
$370K
FWA
1721
FSM Wealth Advisors
Ohio
$369K
RIG
1722
RiverFront Investment Group
Virginia
$368K
CWMGP
1723
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$368K -$6.3K -108 -2%
WAS
1724
Winch Advisory Services
Wisconsin
$368K +$128K +2,190 +59%
FFP
1725
Forbes Financial Planning
Rhode Island
$367K

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.