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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
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$46.3M -$2.68M -46,020 -6%
BFAG
177
Blackston Financial Advisory Group
Florida
$46.3M +$54.6M +935,862 New
ACA
178
Affinity Capital Advisors
California
$45.9M +$1.68M +28,890 +4%
TNBTD
179
Trustmark National Bank Trust Department
Mississippi
$45.8M -$229K -3,930 -0.5%
PWP
180
Principle Wealth Partners
Connecticut
$45.7M +$903K +15,486 +2%
SI
181
Stephens Inc
Arkansas
$45.2M +$4.16M +71,406 +11%
PFA
182
Pathway Financial Advisors
Vermont
$45.2M -$850K -14,568 -2%
MFG
183
Magnus Financial Group
New York
$44.8M +$1.72M +29,544 +4%
SB
184
Strategic Blueprint
Georgia
$44.7M +$5.67M +97,182 +16%
ODIJL
185
One Day In July LLC
Vermont
$44.5M +$4.65M +79,764 +13%
FOFP
186
Fee-Only Financial Planning
South Carolina
$44.5M -$480K -8,226 -1%
CAM
187
Clark Asset Management
New Hampshire
$44.4M +$2.79M +47,826 +7%
ASN
188
Advisory Services Network
Georgia
$44.2M +$6.96M +119,334 +20%
MWC
189
MBM Wealth Consultants
Missouri
$43.6M -$470K -8,052 -1%
BWM
190
Brickley Wealth Management
California
$43.4M -$211K -3,612 -0.5%
CWM
191
Connecticut Wealth Management
Connecticut
$43.2M -$237K -4,068 -0.6%
FHA
192
First Horizon Advisors
Tennessee
$42.5M +$3.02M +51,720 +8%
BF
193
BOK Financial
Oklahoma
$42.1M +$3.92M +67,170 +11%
TF
194
Trek Financial
Arizona
$42M -$2.11M -36,174 -5%
SIS
195
Strategic Investment Solutions
Illinois
$41.2M +$39.2M +672,102 New
OCM
196
One Capital Management
California
$41M -$9M -154,368 -19%
FPF
197
First Pacific Financial
Washington
$39.5M +$14.6M +251,058 +66%
GG
198
Gleason Group
Kentucky
$39.2M -$20.6K -354 -0.1%
DC
199
Davenport & Co
Virginia
$39.1M +$2.17M +37,224 +6%
SAM
200
SP Asset Management
California
$39.1M -$636K -10,908 -2%

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.