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Vanguard Morningstar Growth ETF

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: 375402 (+27)

3% more funds holding

Funds holding: 2,0932,155 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
1951
Valtinson Bruner Financial Planning
Minnesota
$224K -$10.5K -180 -5%
VFG
1952
Valley Financial Group
Pennsylvania
$223K -$3.5K -60 -2%
SHFA
1953
SC&H Financial Advisors
Maryland
$222K
WFC
1954
Western Financial Corp
California
$222K
ACA
1955
Atlas Capital Advisors
Wyoming
$221K
ORC
1956
O'Rourke & Company
Massachusetts
$221K +$2.8K +48 +1%
SRA
1957
Secured Retirement Advisors
Minnesota
$220K
SC
1958
Stephenson & Company
California
$219K
RGF
1959
Retirement Guys Formula
Ohio
$218K +$204K +3,492 New
APA
1960
Astoria Portfolio Advisors
New York
$217K +$203K +3,480 New
FC
1961
Financial Council
Maryland
$217K +$203K +3,480 New
DWA
1962
Douglass Winthrop Advisors
New York
$217K +$203K +3,474 New
MWM
1963
MorganRosel Wealth Management
Colorado
$217K +$203K +3,474 New
ATFA
1964
All Terrain Financial Advisors
Minnesota
$216K +$202K +3,468 New
CA
1965
Crewe Advisors
Utah
$215K +$85.7K +1,470 +74%
FIB
1966
First Interstate Bank
Montana
$215K +$201K +3,450 New
OPW
1967
Oxler Private Wealth
New York
$215K +$201K +3,450 New
VC
1968
Veracity Capital
Georgia
$214K +$200K +3,438 New
SCG
1969
Sonata Capital Group
Washington
$214K +$200K +3,438 New
TIA
1970
Traphagen Investment Advisors
New Jersey
$213K +$199K +3,420 New
MWA
1971
Moser Wealth Advisors
Washington
$213K +$33.2K +570 +20%
JCM
1972
Janney Capital Management
Pennsylvania
$213K +$199K +3,414 New
SOAG
1973
Silver Oak Advisory Group
Oregon
$212K +$198K +3,402 New
AA
1974
Aufman Associates
Pennsylvania
$212K +$198K +3,402 New
GPA
1975
Guidance Point Advisors
Massachusetts
$212K -$76.3K -1,308 -28%

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.