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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
CWM
2101
CarsonAllaria Wealth Management
Illinois
$34.4K +$32.2K +552 New
UIA
2102
Ulland Investment Advisors
Minnesota
$34K
EW
2103
Element Wealth
Mississippi
$32.9K
NB
2104
NBT Bank
New York
$32.9K
NRG
2105
Nemes Rush Group
Michigan
$32.5K
KFP
2106
Keener Financial Planning
Texas
$31K
NMG
2107
New Millennium Group
Utah
$30.7K +$28.7K +492 New
CIA
2108
Cape Investment Advisory
Georgia
$30K
KWAG
2109
Kiely Wealth Advisory Group
North Carolina
$29.1K
MFT
2110
Moisand Fitzgerald Tamayo
Florida
$26.2K
AA
2111
AlphaMark Advisors
Kentucky
$24K +$22.4K +384 New
GLR
2112
Great Lakes Retirement
Ohio
$23.6K +$22K +378 New
FM
2113
Family Management
New York
$22.4K
CJL
2114
Cyrus J. Lawrence
New York
$22K
CP
2115
Castleview Partners
Texas
$21.7K
TWP
2116
Triad Wealth Partners
Kansas
$21.7K +$20.3K +348 New
AWM
2117
AllSquare Wealth Management
New York
$20.9K
FHC
2118
First Heartland Consultants
Missouri
$19.6K +$3.03M +51,894 +20%
RP
2119
Rice Partnership
Hawaii
$19.1K
HWM
2120
HighMark Wealth Management
Minnesota
$18.7K +$17.5K +300 New
TIM
2121
Thompson Investment Management
Wisconsin
$18.7K
PAG
2122
Paladin Advisory Group
Iowa
$18.5K
VAG
2123
VisionPoint Advisory Group
Texas
$18.3K +$17.1K +294 New
BCM
2124
Blume Capital Management
California
$16.8K
TRCT
2125
Tower Research Capital (TRC)
New York
$16.8K +$4.55K +78 +41%

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.