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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
MIM
2151
Macroview Investment Management
Maryland
$2.99K -$140K -2,400 -98%
JWA
2152
JFS Wealth Advisors
Pennsylvania
$2.62K +$2.45K +42 New
GTAM
2153
Global Trust Asset Management
Florida
$2.62K
FAM
2154
Family Asset Management
South Carolina
$2.24K
DWA
2155
Delos Wealth Advisors
Texas
$1.87K
FDCDDQ
2156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.87K
RFG
2157
RFP Financial Group
Georgia
$1.13K
CJH
2158
Christopher J. Hasenberg
Wisconsin
$374
PIS
2159
POM Investment Strategies
North Carolina
$374
KAM
2160
Kensington Asset Management
Texas
-$127M -2,221,800 Closed
CWM
2161
Campbell Wealth Management
Virginia
-$63.2M -1,101,462 Closed
GAA
2162
Global Assets Advisory
Florida
-$324K -669,258 Closed
PPP
2163
Private Portfolio Partners
New Jersey
-$38.4M -668,622 Closed
WFM
2164
Wolff Financial Management
Michigan
-$36M -627,684 Closed
NL
2165
NWAM LLC
Washington
-$33.2M -578,736 Closed
BCIM
2166
Bishop & Co Investment Management
Pennsylvania
-$33.1M -577,560 Closed
LNC
2167
Lincoln National Corp
Pennsylvania
-$24.5M -426,504 Closed
CA
2168
CoreCap Advisors
Michigan
-$24.1M -420,288 Closed
PFMU
2169
Privium Fund Management (UK)
United Kingdom
-$21.1M -367,668 Closed
MAM
2170
Meeder Asset Management
Ohio
-$20.2M -352,440 Closed
TFG
2171
Tilson Financial Group
New Jersey
-$16.8M -292,374 Closed
HIC
2172
Hartline Investment Corp
Illinois
-$14.7M -255,600 Closed
DFG
2173
Delta Financial Group
New Jersey
-$14.2M -246,744 Closed
QC
2174
Quadrature Capital
United Kingdom
-$13.1M -227,904 Closed
WAM
2175
Worth Asset Management
Texas
-$11M -191,346 Closed

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.