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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
GPWA
1976
Great Point Wealth Advisors
Massachusetts
$211K +$197K +3,384 New
EP
1977
Essential Planning
New Hampshire
$209K +$196K +3,354 New
FCM
1978
Family Capital Management
Michigan
$209K +$196K +3,354 New
CISOA
1979
Capital Investment Services of America
Wisconsin
$209K +$195K +3,348 New
IA
1980
Inspire Advisors
Idaho
$208K +$195K +3,342 New
RS
1981
Retirement Solution
Washington
$208K +$195K +3,342 New
AF
1982
Arrow Financial
New York
$208K – – –
GM
1983
Granger Management
New York
$206K +$193K +3,306 New
CA
1984
Carson Advisory
Georgia
$206K +$193K +3,306 New
OAM
1985
Oak Asset Management
California
$206K +$193K +3,306 New
CWA
1986
CJM Wealth Advisers
Virginia
$206K +$191K +3,276 New
JWBC
1987
J.W. Burns & Co
New York
$205K +$192K +3,294 New
T
1988
Tidemark
California
$205K +$26.2K +450 +16%
SCM
1989
Stonehearth Capital Management
Massachusetts
$205K +$192K +3,288 New
TFA
1990
Teamwork Financial Advisors
Texas
$205K +$192K +3,288 New
SIS
1991
Sound Income Strategies
Florida
$205K -$21.7K -372 -10%
CG
1992
Corundum Group
Colorado
$205K +$191K +3,282 New
DJYG
1993
David J. Yvars Group
Florida
$205K +$191K +3,282 New
RWP
1994
Ridgecrest Wealth Partners
California
$203K +$190K +3,258 New
1SB
1995
1ST Source Bank
Indiana
$203K +$190K +3,252 New
CWM
1996
Core Wealth Management
Florida
$202K +$189K +3,246 New
PGF
1997
Plan Group Financial
Oklahoma
$202K +$189K +3,240 New
TIM
1998
Tortoise Investment Management
New York
$202K -$6.65K -114 -3%
CPC
1999
Cookson Peirce & Co
Pennsylvania
$201K +$188K +3,222 New
PCM
2000
Pennsylvania Capital Management
Pennsylvania
$200K +$187K +3,210 New
78 79
80
81 82

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.