We are live on ! Find out more
VUG icon

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
PCMC
2026
Planning Capital Management Corporation
Pennsylvania
$138K +$129K +2,214 New
CMBA
2027
C.M. Bidwell & Associates
Hawaii
$131K
BEI
2028
Benjamin Edwards Inc
Missouri
$131K -$4.2K -72 -3%
FFC
2029
First Financial Corp
Indiana
$130K
KHC
2030
Koesten Hirschmann & Crabtree
Kansas
$128K
CICI
2031
Capital Investment Counsel Inc
North Carolina
$128K +$69.6K +1,194 +140%
FCMT
2032
Founders Capital Management (Texas)
Texas
$121K
RS
2033
Rakuten Securities
Japan
$119K -$215K -3,684 -66%
USB
2034
Union Savings Bank
Connecticut
$118K
CT
2035
Clearstead Trust
Maine
$117K
POIA
2036
Pin Oak Investment Advisors
Texas
$116K -$29.7K -510 -22%
PA
2037
Pineridge Advisors
Missouri
$116K -$38.5K -660 -26%
LFA
2038
LGT Financial Advisors
Texas
$112K
OWA
2039
Opal Wealth Advisors
New York
$110K +$35.7K +612 +53%
WWM
2040
Wolff Wiese Magana
California
$107K
BCPWM
2041
Bradley & Co Private Wealth Management
Florida
$106K
EDRH
2042
Edmond de Rothschild Holding
Switzerland
$103K
FPFS
2043
First Personal Financial Services
North Carolina
$102K +$74.9K +1,284 +357%
MSFP
2044
Mark Sheptoff Financial Planning
Connecticut
$102K -$70K -1,200 -42%
CJ
2045
Caitlin John
Michigan
$102K
BCA
2046
Bray Capital Advisors
Florida
$99.3K
KB
2047
Kimelman & Baird
New York
$97.6K +$91.3K +1,566 New
HR
2048
Howe & Rusling
New York
$93.5K -$95.2K -1,632 -52%
OSNBOA
2049
Old Second National Bank of Aurora
Illinois
$92.4K
KA
2050
Kozak & Associates
Colorado
$89.1K

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.