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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
SN
2051
Sittner & Nelson
Oregon
$89K +$48.3K +828 +138%
EWA
2052
Elevate Wealth Advisory
Georgia
$87.3K
SFC
2053
Strategic Financial Concepts
Texas
$86K +$1.93B +33,171,960 +40,515%
Barclays
2054
Barclays
United Kingdom
$84.9K
IIL
2055
Insight Inv LLC
California
$83.5K
RPCA
2056
Running Point Capital Advisors
California
$80.4K
BBPWM
2057
Blue Bell Private Wealth Management
Pennsylvania
$77K
GGI
2058
Godsey & Gibb Inc
Virginia
$76.3K -$10.5K -180 -13%
RDFA
2059
Ritter Daniher Financial Advisory
Ohio
$76.3K +$71.4K +1,224 New
IRC
2060
Investors Research Corp
Georgia
$76.3K +$71.4K +1,224 New
WIA
2061
Wetzel Investment Advisors
Indiana
$75.9K -$1.75K -30 -2%
GKIM
2062
GW&K Investment Management
Massachusetts
$75K
LIA
2063
Luken Investment Analytics
Tennessee
$74.8K
GWSA
2064
Global Wealth Strategies & Associates
Colorado
$73.3K
FMB
2065
Field & Main Bank
Kentucky
$72.9K
CHC
2066
City Holding Co
West Virginia
$69.6K
RTC
2067
Riverview Trust Company
Washington
$68.1K +$63.7K +1,092 New
RLIM
2068
Red Lighthouse Investment Management
New York
$66.2K -$4.9K -84 -7%
BLC
2069
Brown, Lisle/Cummings
Rhode Island
$65.1K
GWM
2070
Grand Wealth Management
Michigan
$63.7K
DF
2071
Dunhill Financial
United Kingdom
$62.1K
OHWP
2072
Oak Harbor Wealth Partners
North Carolina
$61.7K -$10.5K -180 -15%
AIP
2073
Ameritas Investment Partners
Nebraska
$61.2K
BAM
2074
Bellevue Asset Management
Washington
$61.1K
GBT
2075
Grove Bank & Trust
Florida
$59.5K

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.