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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
TH
2126
TCTC Holdings
Texas
$15.7K
GWP
2127
Gen-Wealth Partners
Michigan
$14.2K
PCG
2128
PFC Capital Group
California
$13K
PIP
2129
Peachtree Investment Partners
Florida
$12K
CCMI
2130
Creative Capital Management Investments
California
$12K +$11.2K +192 New
CPBTD
2131
Central Pacific Bank - Trust Division
Hawaii
$11.6K
VDBMI
2132
Van Den Berg Management I
Texas
$10.9K
CAM
2133
Chesapeake Asset Management
New York
$9.35K
MFC
2134
Morris Financial Concepts
South Carolina
$9.35K
CC
2135
Cypress Capital
Tennessee
$9.35K +$8.75K +150 New
TCG
2136
Transcendent Capital Group
Oklahoma
$9.1K
DF
2137
DecisionPoint Financial
Arizona
$8.45K
RWML
2138
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.23K -$2.8K -48 -27%
PBK
2139
Peoples Bank (Kansas)
Kansas
$8.23K
ACM
2140
Anfield Capital Management
California
$7.85K -$2.45K -42 -25%
MSWM
2141
Mowery & Schoenfeld Wealth Management
Illinois
$6.73K +$6.3K +108 New
SWP
2142
SIMA Wealth Partners
Virginia
$6.45K +$5.95K +102 New
MHR
2143
Matthew Hamilton Rosenberg
$6.4K
FRA
2144
Front Row Advisors
California
$6.37K
AIM
2145
ARK Investment Management
Florida
$6.11K -$203K -3,474 -97%
PA
2146
PSI Advisors
Florida
$5.71K +$350 +6 +7%
DWM
2147
Dogwood Wealth Management
Kansas
$5.61K +$5.25K +90 New
BAM
2148
Byrne Asset Management
New Jersey
$3.77K
AT
2149
Arlington Trust
Alabama
$3.37K
VWWMG
2150
Vermillion & White Wealth Management Group
Pennsylvania
$3.37K

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.