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Vanguard Morningstar Growth ETF
VUG

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: 375 → 402 (+27)

3% more funds holding

Funds holding: 2,093 → 2,155 (+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

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$2.29B
2
SFC
Strategic Financial Concepts
Texas
+$1.93B
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.57B
4
Bank of America
Bank of America
North Carolina
+$353M
5
PPFA
Provida Pension Fund Administrator
Chile
+$199M

Top Sellers

Rank Fund Capital Flow
1
KAM
Kensington Asset Management
Texas
-$127M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$120M
3
CWM
Campbell Wealth Management
Virginia
-$63.2M
4
BRWA
B. Riley Wealth Advisors
Florida
-$45.1M
5
PPP
Private Portfolio Partners
New Jersey
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1776
Van Hulzen Asset Management
California
$332K +$73.8K +1,266 +31%
PAI
1777
Pittenger & Anderson Inc
Nebraska
$331K +$83.3K +1,428 +37%
PGAM
1778
Princeton Global Asset Management
New Jersey
$331K +$261K +4,470 +536%
STA
1779
Smith Thornton Advisors
Alabama
$330K +$308K +5,286 New
MI
1780
Moneywise Inc
Virginia
$328K – – –
NWWA
1781
New Wave Wealth Advisors
Arkansas
$328K +$307K +5,256 New
HPC
1782
Hobart Private Capital
North Carolina
$327K +$306K +5,250 New
TC
1783
Truvestments Capital
Florida
$327K +$5.6K +96 +2%
CFG
1784
Carr Financial Group
Massachusetts
$327K – – –
LWM
1785
Laidlaw Wealth Management
New York
$327K – – –
TMWM
1786
Taylor & Morgan Wealth Management
Michigan
$326K +$92.4K +1,584 +43%
CWS
1787
Confluence Wealth Services
Pennsylvania
$326K -$59.8K -1,026 -16%
FWA
1788
FOCUS Wealth Advisors
Texas
$326K +$6.65K +114 +2%
FBC
1789
Fairfield, Bush & Co
Connecticut
$324K -$3.5K -60 -1%
NF
1790
Nikulski Financial
Iowa
$324K – – –
OWM
1791
Opes Wealth Management
California
$324K – – –
GFS
1792
GYL Financial Synergies
Connecticut
$324K -$25.9K -444 -8%
CB
1793
Community Bank
New York
$324K – – –
BFP
1794
Beacon Financial Planning
Massachusetts
$323K – – –
DAC
1795
Dividend Assets Capital
South Carolina
$322K -$63.3K -1,086 -17%
AP
1796
Adero Partners
California
$321K -$84K -1,440 -22%
FAM
1797
Frontier Asset Management
Wyoming
$318K – – –
SC
1798
Solstein Capital
California
$318K – – –
VF
1799
Vawter Financial
Ohio
$316K – – –
PIM
1800
Pullen Investment Management
Florida
$315K – – –
70 71
72
73 74

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.