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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
BOS
1801
Bank of Stockton
California
$314K -$15.7K -270 -5%
AP
1802
Appleton Partners
Massachusetts
$314K -$5.25K -90 -2%
FSA
1803
Financial Security Advisor
Virginia
$313K -$2.45K -42 -0.8%
GWP
1804
Gateway Wealth Partners
Wisconsin
$313K +$8.75K +150 +3%
FNC
1805
First National Corp
Massachusetts
$312K +$350 +6 +0.1%
FWMM
1806
Foundation Wealth Management (Missouri)
Missouri
$312K – – –
GFG
1807
Goldstone Financial Group
Illinois
$309K +$289K +4,956 New
EBT
1808
Enterprise Bank & Trust
Massachusetts
$309K – – –
WFS
1809
WealthGarden F.S.
California
$308K +$288K +4,944 New
AWA
1810
Amplius Wealth Advisors
Pennsylvania
$308K -$25.5K -438 -8%
HIG
1811
Heritage Investment Group
Florida
$308K – – –
JSSH
1812
J. Safra Sarasin Holding
$308K +$288K +4,938 New
FFL
1813
Financial Freedom LLC
Ohio
$308K – – –
NBT
1814
Northwest Bank & Trust
Iowa
$307K – – –
MCC
1815
Maiden Cove Capital
Maine
$307K +$312K +5,358 New
Jennison Associates
1816
Jennison Associates
New York
$303K -$58.4K -1,002 -17%
CWP
1817
Curated Wealth Partners
California
$303K +$283K +4,854 New
BAMG
1818
Brand Asset Management Group
Missouri
$303K -$23.1K -396 -8%
DP
1819
Divergent Planning
Maryland
$302K – – –
PWM
1820
Power Wealth Management
Georgia
$302K – – –
AWA
1821
Adapt Wealth Advisors
Georgia
$301K – – –
MC
1822
Matisse Capital
Oregon
$301K – – –
AWM
1823
Activest Wealth Management
Florida
$301K – – –
PSFG
1824
Prairie Sky Financial Group
Illinois
$299K – – –
KWS
1825
Keystone Wealth Services
California
$299K – – –
71 72
73
74 75

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.