We are live on ! Find out more
VUG icon

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
APW
1751
Austin Private Wealth
Texas
$348K
MWA
1752
Midland Wealth Advisors
Illinois
$347K +$11.9K +204 +4%
CWP
1753
Corepath Wealth Partners
Arizona
$347K +$43.7K +750 +16%
YWS
1754
Yarger Wealth Strategies
Ohio
$347K +$94.5K +1,620 +41%
PWG
1755
Portside Wealth Group
Utah
$346K +$10.8K +186 +3%
AA
1756
Apriem Advisors
California
$345K +$5.6K +96 +2%
WCF
1757
West Coast Financial
California
$344K -$10.5K -180 -3%
S
1758
Sunpointe
Missouri
$343K +$321K +5,496 New
WFS
1759
Weitzel Financial Services
Iowa
$343K +$319K +5,466 New
LMKC
1760
L.M. Kohn & Company
Ohio
$342K -$21.3K -366 -6%
TI
1761
tru Independence
Oregon
$341K -$45.5K -780 -12%
OPA
1762
Old Port Advisors
Maine
$340K -$35.7K -612 -10%
IGWM
1763
ICA Group Wealth Management
Colorado
$339K -$4.79M -82,068 -94%
CS
1764
Capital Square
Tennessee
$339K +$314K +5,388 New
MBT
1765
Montecito Bank & Trust
California
$338K
FFP
1766
FourThought Financial Partners
Florida
$338K +$15.4K +264 +5%
WG
1767
Wealth Group
North Carolina
$338K -$14K -240 -4%
UFA
1768
US Financial Advisors
Massachusetts
$337K -$5.95K -102 -2%
SC
1769
Schiavi & Co
Delaware
$337K
GA
1770
Greenspring Advisors
Maryland
$337K
CTA
1771
Camelot Technology Advisors
California
$337K
PGA
1772
Portland Global Advisors
Maine
$336K
MGWA
1773
Monument Group Wealth Advisors
Massachusetts
$335K
NRC
1774
New Republic Capital
North Carolina
$333K
SNBOSCI
1775
Security National Bank of Sioux City Iowa
Iowa
$332K -$1.05K -18 -0.3%

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.