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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
PG
1851
Patten Group
Tennessee
$278K – – –
AAS
1852
Asset Allocation Strategies
Michigan
$278K +$4.9K +84 +2%
CCM
1853
Canal Capital Management
Virginia
$277K – – –
DFC
1854
DBK Financial Counsel
Ohio
$276K – – –
SWM
1855
SilverOak Wealth Management
Minnesota
$276K -$44.4K -762 -15%
AWAG
1856
ARS Wealth Advisors Group
Florida
$274K +$15.4K +264 +6%
SIC
1857
Sigma Investment Counselors
Michigan
$274K – – –
AWA
1858
Archvest Wealth Advisors
California
$273K +$254K +4,356 New
Amundi
1859
Amundi
France
$273K -$15K -258 -6%
SAF
1860
Smith Anglin Financial
Texas
$273K +$255K +4,380 New
HBW
1861
Hazlett, Burt & Watson
West Virginia
$273K +$4.55K +78 +2%
ECM
1862
Exchange Capital Management
Michigan
$271K +$254K +4,350 New
FG
1863
Fairman Group
Pennsylvania
$271K – – –
BWP
1864
BSW Wealth Partners
Colorado
$270K +$29K +498 +13%
NW
1865
Naviter Wealth
Arkansas
$270K +$252K +4,320 New
SWM
1866
StoneCrest Wealth Management
Arizona
$269K -$15.4K -264 -6%
HT
1867
Heritage Trust
Oklahoma
$269K – – –
LFWA
1868
LBJ Family Wealth Advisors
Texas
$269K – – –
WFS
1869
Widmann Financial Services
Maryland
$267K – – –
AIA
1870
Alera Investment Advisors
Illinois
$267K +$17.5K +300 +8%
EL
1871
Essex LLC
Illinois
$266K – – –
BTWM
1872
Brass Tax Wealth Management
Ohio
$265K +$38.1K +654 +18%
QS
1873
Quantitative Strategies
California
$264K +$3.85K +66 +2%
TWM
1874
Tolleson Wealth Management
Texas
$264K – – –
MLFP
1875
MPS Loria Financial Planners
Illinois
$263K – – –
73 74
75
76 77

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.