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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
OC
1901
Oarsman Capital
Wisconsin
$249K +$233K +3,990 New
VP
1902
Verum Partners
North Carolina
$248K – – –
SAS
1903
SMI Advisory Services
Indiana
$248K +$223K +3,828 New
WG
1904
Winton Group
United Kingdom
$247K -$2.65M -45,498 -92%
CFSG
1905
Community Financial Services Group
Vermont
$245K – – –
MP
1906
McDonald Partners
Ohio
$245K – – –
AFG
1907
Albion Financial Group
Utah
$243K -$350 -6 -0.2%
CFGA
1908
Cambridge Financial Group (Arizona)
Arizona
$243K +$228K +3,906 New
BHWM
1909
Beaird Harris Wealth Management
Texas
$243K – – –
LAM
1910
Lifestyle Asset Management
Texas
$242K – – –
FCP
1911
Fidelis Capital Partners
Florida
$241K -$26.6K -456 -10%
BAM
1912
Brave Asset Management
New Jersey
$241K +$9.45K +162 +4%
BW
1913
Bison Wealth
Georgia
$241K – – –
ANBT
1914
American National Bank & Trust
Texas
$240K – – –
AC
1915
Anson Capital
Georgia
$240K – – –
PWS
1916
Physician Wealth Solutions
Nevada
$238K – – –
DCM
1917
DGS Capital Management
New Jersey
$238K +$2.1K +36 +1%
MWM
1918
MinichMacGregor Wealth Management
New York
$238K +$223K +3,816 New
PFG
1919
Pinnacle Financial Group
Illinois
$238K +$223K +3,816 New
SCM
1920
Saxony Capital Management
Missouri
$237K – – –
APS
1921
American Planning Services
Florida
$237K +$6.65K +114 +3%
LCM
1922
Lazari Capital Management
California
$237K -$24.5K -420 -10%
PAA
1923
Peregrine Asset Advisers
Oregon
$237K – – –
WCG
1924
Weaver Consulting Group
California
$237K – – –
WA
1925
Wambolt & Associates
Colorado
$237K -$2.45K -42 -1%
75 76
77
78 79

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.