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Vanguard Morningstar Growth ETF
VUG

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: 375 → 402 (+27)

3% more funds holding

Funds holding: 2,093 → 2,155 (+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

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$2.29B
2
SFC
Strategic Financial Concepts
Texas
+$1.93B
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.57B
4
Bank of America
Bank of America
North Carolina
+$353M
5
PPFA
Provida Pension Fund Administrator
Chile
+$199M

Top Sellers

Rank Fund Capital Flow
1
KAM
Kensington Asset Management
Texas
-$127M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$120M
3
CWM
Campbell Wealth Management
Virginia
-$63.2M
4
BRWA
B. Riley Wealth Advisors
Florida
-$45.1M
5
PPP
Private Portfolio Partners
New Jersey
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2201
Pillar Wealth Advisors
Pennsylvania
– -$405K -7,062 Closed
WP
2202
WMS Partners
Maryland
– -$403K -7,020 Closed
CSIA
2203
Charles Schwab Investment Advisory
California
– -$370K -6,444 Closed
CAM
2204
Crestone Asset Management
Colorado
– -$347K -6,048 Closed
PA
2205
Paragon Advisors
Texas
– -$337K -5,880 Closed
CWA
2206
CM Wealth Advisors
Ohio
– -$333K -5,820 Closed
LAIC
2207
Lederer & Associates Investment Counsel
California
– -$330K -5,760 Closed
Belvedere Trading
2208
Belvedere Trading
Illinois
– -$332K -5,694 Closed
LA
2209
Lifeworks Advisors
Michigan
– -$310K -5,400 Closed
SWM
2210
Soundmark Wealth Management
Washington
– -$303K -5,274 Closed
CWM
2211
Centric Wealth Management
Illinois
– -$286K -5,202 Closed
CC
2212
Callan Capital
California
– -$293K -5,100 Closed
FA
2213
Fiduciary Alliance
South Carolina
– -$282K -4,914 Closed
ACM
2214
Ategra Capital Management
Virginia
– -$281K -4,890 Closed
FBT
2215
First Bank & Trust
South Dakota
– -$267K -4,656 Closed
Wolverine Trading
2216
Wolverine Trading
Illinois
– -$268K -4,590 Closed
SC
2217
Sinecera Capital
Texas
– -$262K -4,566 Closed
TWM
2218
Trevian Wealth Management
Massachusetts
– -$260K -4,524 Closed
CCA
2219
Cobblestone Capital Advisors
New York
– -$257K -4,476 Closed
CVA
2220
Central Valley Advisors
California
– -$233K -4,062 Closed
MWM
2221
MY Wealth Management
Maryland
– -$219K -3,810 Closed
HWMA
2222
Heritage Wealth Management (Arizona)
Arizona
– -$214K -3,738 Closed
AC
2223
Addison Capital
Pennsylvania
– -$207K -3,606 Closed
FFB
2224
First Financial Bankshares
Texas
– -$206K -3,594 Closed
GIM
2225
Goelzer Investment Management
Indiana
– -$206K -3,588 Closed
86 87 88
89
90

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.