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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
LFA
2076
Legend Financial Advisors
Pennsylvania
$56.5K +$28K +480 +113%
TCM
2077
Tradewinds Capital Management
Washington
$56.1K
BFP
2078
Briaud Financial Planning
Texas
$56K +$52.5K +900 New
PPA
2079
Painted Porch Advisors
California
$55.7K +$52.1K +894 New
MBFW
2080
Morton Brown Family Wealth
Pennsylvania
$53.4K
PCFFS
2081
Pacific Center for Financial Services
California
$52K
AWM
2082
Avondale Wealth Management
Texas
$49.7K
MMG
2083
Monetary Management Group
Missouri
$48.6K -$7K -120 -13%
OCM
2084
Orion Capital Management
California
$47.5K
MIM
2085
MTM Investment Management
South Carolina
$44.9K -$187K -3,204 -82%
SFC
2086
SYM Financial Corp
Indiana
$44.9K +$11.5K +198 +38%
SCA
2087
Stuart Chaussee & Associates
California
$43.3K
TF
2088
Tompkins Financial
New York
$43K -$13.6K -234 -25%
FFA
2089
Frazier Financial Advisors
Ohio
$41.9K +$39.2K +672 New
TCM
2090
TruNorth Capital Management
Michigan
$38.9K
MSS
2091
Mitchell Sinkler & Starr
Pennsylvania
$38.8K
AFS
2092
Annapolis Financial Services
Maryland
$38.5K
CWM
2093
Compass Wealth Management
Connecticut
$38.5K
CWP
2094
Concord Wealth Partners
Virginia
$38.2K
FDP
2095
Financiere des Professionnels
Quebec, Canada
$38K
VCM
2096
Versant Capital Management
Arizona
$37.4K
RMC
2097
Resources Management Corp
Connecticut
$37K
AI
2098
Arvest Investments
Arkansas
$36.7K
NECFA
2099
New England Capital Financial Advisors
Connecticut
$35.7K
LOIP
2100
Live Oak Investment Partners
Texas
$34.4K

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.