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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
PWMG
1826
Private Wealth Management Group
New Jersey
$298K +$131K +2,238 +88%
RWS
1827
Resolute Wealth Strategies
Mississippi
$296K – – –
SFG
1828
Sather Financial Group
Texas
$296K – – –
IF
1829
IRON Financial
Illinois
$296K – – –
FCM
1830
Fortis Capital Management
Washington
$296K -$89.6K -1,536 -24%
EE
1831
EWG Elevate
California
$295K – – –
IIC
1832
Ironwood Investment Counsel
Arizona
$294K -$15.4K -264 -5%
HPC
1833
HM Payson & Co
Maine
$293K +$43.4K +744 +19%
CPC
1834
Consolidated Planning Corp
Georgia
$293K -$14.7K -252 -5%
ST
1835
Sentinel Trust
Texas
$292K – – –
MAWA
1836
Moss Adams Wealth Advisors
Washington
$292K -$6.3K -108 -2%
SIAG
1837
Safeguard Investment Advisory Group
California
$291K +$20.3K +348 +8%
CIG
1838
Cascade Investment Group
Colorado
$291K -$3.5K -60 -1%
SP
1839
Sequent Planning
Nebraska
$288K +$46.9K +804 +21%
TFM
1840
TFC Financial Management
Massachusetts
$288K – – –
TWP
1841
Tempus Wealth Planning
California
$288K +$65.8K +1,128 +32%
MWM
1842
Melfa Wealth Management
Massachusetts
$288K – – –
RW
1843
Rockport Wealth
Ohio
$287K +$1.4K +24 +0.5%
SGWM
1844
Sterling Group Wealth Management
California
$287K +$269K +4,608 New
CIA
1845
Cascade Investment Advisors
Oregon
$286K – – –
RWM
1846
Rockline Wealth Management
New York
$283K +$265K +4,548 New
APG
1847
Abacus Planning Group
South Carolina
$283K – – –
IP
1848
Investment Partners
Ohio
$280K – – –
PWM
1849
PBMares Wealth Management
Virginia
$278K +$12.6K +216 +5%
JFG
1850
JDM Financial Group
Texas
$278K – – –
72 73
74
75 76

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.