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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
KFGK
2176
Keystone Financial Group (Kentucky)
Kentucky
-$5.33M -92,898 Closed
WCM
2177
Winthrop Capital Management
Indiana
-$4.55M -79,374 Closed
HFRG
2178
Houlihan Financial Resource Group
Virginia
-$3.62M -63,180 Closed
BWM
2179
BCS Wealth Management
Tennessee
-$2.79M -48,696 Closed
GAM
2180
Grandview Asset Management
Pennsylvania
-$2.71M -47,292 Closed
SIAS
2181
Summit Investment Advisory Services
Minnesota
-$2.17M -37,836 Closed
GCP
2182
GSA Capital Partners
United Kingdom
-$1.96M -34,200 Closed
CBFP
2183
Cedar Brook Financial Partners
Ohio
-$1.63M -28,332 Closed
EW
2184
Evoke Wealth
California
-$1.6M -27,876 Closed
TSS
2185
Two Sigma Securities
New York
-$1.56M -27,132 Closed
RCS
2186
Retirement Capital Strategies
California
-$1.55M -27,012 Closed
OFS
2187
OneAscent Financial Services
Alabama
-$1.41M -24,492 Closed
PS
2188
Portfolio Strategies
New York
-$1.23M -21,480 Closed
RF
2189
RHS Financial
California
-$1.02M -17,850 Closed
UFAC
2190
Urban Financial Advisory Corp
Illinois
-$937K -16,326 Closed
WAOI
2191
Wealth Advisors of Iowa
Iowa
-$867K -15,114 Closed
EWM
2192
Executive Wealth Management
Michigan
-$837K -14,586 Closed
SFMG
2193
Sage Financial Management Group
Virginia
-$761K -13,260 Closed
SPP
2194
Single Point Partners
Massachusetts
-$666K -11,616 Closed
BWA
2195
Beam Wealth Advisors
Louisiana
-$666K -11,610 Closed
WAG
2196
Wallace Advisory Group
California
-$572K -11,040 Closed
WA
2197
Wealthstar Advisors
Texas
-$555K -9,672 Closed
ARC
2198
Advisor Resource Council
Texas
-$424K -8,178 Closed
DP
2199
Denver PWM
Colorado
-$411K -7,260 Closed
WWS
2200
Wellington Wealth Strategies
Indiana
-$408K -7,116 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.