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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
CP
1726
Creekside Partners
California
$365K +$342K +5,862 New
B
1727
Bailard
California
$365K -$7.7K -132 -2%
RA
1728
Rockingstone Advisors
Massachusetts
$361K +$105K +1,800 +45%
TCBWMS
1729
Texas Capital Bank Wealth Management Services
Texas
$358K +$98.7K +1,692 +42%
WQ
1730
Wealth Quarterback
New Jersey
$357K +$17.8K +306 +6%
JWM
1731
Janiczek Wealth Management
Colorado
$357K
NS
1732
NBC Securities
Alabama
$356K +$122K +2,088 +58%
LWP
1733
Laurel Wealth Planning
Minnesota
$354K
WW
1734
Westshore Wealth
California
$353K +$10.5K +180 +3%
AIA
1735
AIMZ Investment Advisors
California
$353K +$35.3K +606 +12%
OWP
1736
Obermeyer Wealth Partners
Colorado
$352K +$329K +5,646 New
MA
1737
Mezzasalma Advisors
New Jersey
$352K -$5.95K -102 -2%
CICC
1738
Capital Investment Counsel (Colorado)
Colorado
$351K -$114K -1,962 -26%
CPP
1739
Capasso Planning Partners
South Carolina
$351K -$24.5K -420 -7%
RWA
1740
River Wealth Advisors
Pennsylvania
$351K
MTIC
1741
Missouri Trust & Investment Company
Missouri
$351K
PSCM
1742
Per Stirling Capital Management
Texas
$350K
FCCM
1743
First City Capital Management
Georgia
$350K +$328K +5,616 New
SCP
1744
Shorepoint Capital Partners
Massachusetts
$350K -$350 -6 -0.1%
FNA
1745
First National Advisers
Nebraska
$349K +$115K +1,968 +54%
PWM
1746
Praetorian Wealth Management
California
$349K +$327K +5,604 New
GWM
1747
GSB Wealth Management
Connecticut
$349K -$3.85K -66 -1%
AGWCA
1748
Annis Gardner Whiting Capital Advisors
Florida
$349K -$2.8K -48 -0.9%
EWA
1749
Encompass Wealth Advisors
Oregon
$349K +$25.5K +438 +8%
MAM
1750
Milestone Asset Management
Pennsylvania
$348K +$54.6K +936 +20%

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.