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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
PWH
1926
Priebe Wealth Holdings
Minnesota
$237K – – –
FCMA
1927
Foresight Capital Management Advisors
Michigan
$235K – – –
UCB
1928
United Community Bank
South Carolina
$235K -$22K -378 -9%
DCM
1929
Davis Capital Management
Florida
$234K +$188K +3,228 +648%
EIA
1930
Eastover Investment Advisors
North Carolina
$233K +$2.8K +48 +1%
HIM
1931
Harbour Investment Management
Washington
$233K – – –
FA
1932
Fagan Associates
New York
$233K +$218K +3,732 New
TSMHT
1933
Thurston Springer Miller Herd & Titak
Indiana
$233K +$217K +3,726 New
ECAM
1934
East Coast Asset Management
Massachusetts
$232K – – –
KOC
1935
Koss-Olinger Consulting
Florida
$232K +$217K +3,720 New
CPSAC
1936
Chas P. Smith & Associates (CPS)
Florida
$232K -$61.2K -1,050 -22%
GCIM
1937
Gunn & Company Investment Management
Florida
$232K +$217K +3,720 New
CM
1938
Columbus Macro
Pennsylvania
$232K – – –
KWM
1939
KFG Wealth Management
Indiana
$232K +$217K +3,714 New
JPLA
1940
Joseph P. Lucia & Associates
New York
$230K – – –
HIMC
1941
Heritage Investors Management Corp
Maryland
$230K -$11.2K -192 -5%
OCM
1942
Osterweis Capital Management
California
$230K – – –
WB
1943
Webster Bank
Connecticut
$229K +$18.5K +318 +9%
LSC
1944
Lesa Sroufe & Co
Washington
$228K – – –
HFBOT
1945
Home Federal Bank of Tennessee
Tennessee
$228K – – –
PCS
1946
Personal CFO Solutions
New Jersey
$227K +$5.95K +102 +3%
AMM
1947
American Money Management
California
$227K -$15K -258 -7%
PPC
1948
Park Place Capital
Alabama
$225K -$364K -6,240 -63%
CC
1949
Courier Capital
New York
$225K -$21K -360 -9%
IF
1950
Integrity Financial
Wyoming
$225K – – –
76 77
78
79 80

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.