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Vanguard Morningstar Growth ETF

2,877 hedge funds and large institutions have $143B invested in Vanguard Morningstar Growth ETF in 2026 Q2 according to their latest regulatory filings, with 273 funds opening new positions, 1,148 increasing their positions, 1,115 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 72

23% more capital invested

Capital invested by funds: $116B → $143B (+$26.8B)

5% more funds holding

Funds holding: 2,7332,877 (+144)

5% more funds holding in top 10

Funds holding in top 10: 421441 (+20)

3% more repeat investments, than reductions

Existing positions increased: 1,148 | Existing positions reduced: 1,115

3% more call options, than puts

Call options by funds: $181M | Put options by funds: $177M

340.47% less ownership

Funds ownership: 404.46%64% (-340%)

Holders
2,877
Holders Change
+144
Holders Change %
+5.27%
% of All Funds
34.75%
Holding in Top 10
441
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+4.75%
% of All Funds
5.33%
New
273
Increased
1,148
Reduced
1,115
Closed
72
Calls
$181M
Puts
$177M
Net Calls
+$4.96M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
176
Permanens Capital
New York
$71.1M +$11.5M +136,525 +20%
PIFP
177
Partners in Financial Planning
Virginia
$71.1M +$571K +6,787 +0.8%
CCM
178
Condor Capital Management
New Jersey
$70.7M -$1.41M -16,742 -2%
DWM
179
Destination Wealth Management
California
$70.6M -$191K -2,272 -0.3%
SFG
180
Sage Financial Group
Pennsylvania
$70.5M -$1.64M -19,524 -2%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$70.4M +$32.2M +382,586 +88%
TIAA Trust, National Association
182
TIAA Trust, National Association
North Carolina
$69.9M -$225K -2,678 -0.3%
TC
183
Trust Company
Kansas
$69M -$1.39M -16,561 -2%
SAI
184
Systematic Alpha Investments
New Jersey
$67.5M -$330M -3,920,150 -83%
NFG
185
Nadler Financial Group
Illinois
$67.5M -$1.69M -20,132 -3%
GG
186
Gleason Group
Kentucky
$67M -$1.75M -20,755 -3%
AT
187
American Trust
Kentucky
$66.5M -$5.13M -61,012 -7%
HI
188
Harbour Investments
Wisconsin
$66.2M +$3.38M +40,206 +6%
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$65.3M +$3.64M +43,211 +6%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$64.2M +$38.5M +457,581 +159%
IA
191
IFP Advisors
Florida
$64M -$4.01M -47,711 -6%
GFWA
192
Grey Fox Wealth Advisors
Delaware
$63.7M +$1.75M +20,840 +3%
CWM
193
Connecticut Wealth Management
Connecticut
$63.3M -$1.63M -19,404 -3%
SB
194
Strategic Blueprint
Georgia
$63.3M +$15.4M +182,604 +33%
SAM
195
SP Asset Management
California
$63.2M +$211K +2,503 +0.3%
PWP
196
Principle Wealth Partners
Connecticut
$63.1M -$384K -4,559 -0.6%
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$62.7M -$2.24M -26,583 -4%
CCA
198
Checchi Capital Advisers
California
$62.7M +$56.9M +676,401 +1,316%
RFP
199
Root Financial Partners
California
$62.5M -$557K -6,614 -0.9%
SIS
200
Strategic Investment Solutions
Illinois
$61M -$11.4M -135,232 -16%

VUG Hedge Fund Activity: Q2 2026 in Review

2,877 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2026, worth a combined $143B — up 23% from $116B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new VUG positions and 72 closed out — a net gain of 201 holders — while 1,148 added to existing stakes and 1,115 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.25B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $3.56B.

  • 2,877 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2026, up from 2,733 in Q1 2026.
  • Funds reported $143B of Vanguard Morningstar Growth ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 273 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2026 and 72 closed out, a net change of +201 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q2 2026 was Pathstone Holdings, an estimated $1.25B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q2 2026 was Moneta Group Investment Advisors, an estimated $3.56B sold.

Based on aggregated 13F filings for Q2 2026.