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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
SPC
2001
Spirepoint Private Client
Florida
$200K +$187K +3,210 New
ACM
2002
Accent Capital Management
Ohio
$199K +$186K +3,192 New
JPWM
2003
Jamison Private Wealth Management
Georgia
$194K
RA
2004
Ransom Advisory
Rhode Island
$193K +$17.5K +300 +11%
PCWA
2005
Pacific Capital Wealth Advisors
California
$190K -$227K -3,894 -56%
WPA
2006
West Paces Advisors
Georgia
$187K +$29.7K +510 +20%
CPG
2007
Custom Portfolio Group
Colorado
$187K
MSG
2008
Main Street Group
Virginia
$184K -$225K -3,858 -57%
HWA
2009
Heritage Wealth Advisors
Virginia
$181K
S
2010
Sachetta
Massachusetts
$180K +$25.9K +444 +17%
SIC
2011
SJS Investment Consulting
Ohio
$175K
AP
2012
Atwood & Palmer
Missouri
$172K
SNB
2013
Security National Bank
Nebraska
$168K
HPIA
2014
Hamilton Point Investment Advisors
North Carolina
$167K
HH
2015
HWG Holdings
Texas
$166K +$155K +2,664 New
PP
2016
PrairieView Partners
Minnesota
$164K -$6.65K -114 -4%
LWA
2017
Lowe Wealth Advisors
Maryland
$160K +$6.3K +108 +4%
MCA
2018
Maryland Capital Advisors
Maryland
$159K
DSC
2019
Duncker Streett & Co
Missouri
$157K
CYG
2020
Clean Yield Group
Vermont
$151K
RCM
2021
Richardson Capital Management
Wisconsin
$149K +$3.5K +60 +3%
Russell Investments Group
2022
Russell Investments Group
United Kingdom
$143K +$115K +1,974 +609%
BIA
2023
Bell Investment Advisors
California
$143K
BSB
2024
Bangor Savings Bank
Maine
$141K
RWMG
2025
Redwood Wealth Management Group
New Jersey
$138K +$129K +2,220 New

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.