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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
AFAS
201
Acorn Financial Advisory Services
Virginia
$38.7M -$791K -13,560 -2%
AIS
202
American Investment Services
Massachusetts
$38.5M -$648K -11,112 -2%
SCA
203
Scott Capital Advisors
Oregon
$38.4M -$845K -14,496 -2%
AAP
204
Arax Advisory Partners
Colorado
$38.2M -$619K -10,614 -2%
IA
205
IFP Advisors
Florida
$38.2M +$18.1M +310,008 +102%
JCM
206
Jacobsen Capital Management
Utah
$38M +$49.3K +846 +0.1%
ACS
207
Archford Capital Strategies
Illinois
$37.8M +$990K +16,980 +3%
GRA
208
Golden Road Advisors
Florida
$37.8M -$1.83M -31,398 -5%
SFWA
209
Summit Financial Wealth Advisors
Louisiana
$37.7M -$299K -5,124 -0.8%
BWM
210
Benchmark Wealth Management
Connecticut
$37.6M -$276K -4,734 -0.8%
CCM
211
Chaney Capital Management
Washington
$37.5M +$3.14M +53,802 +10%
OPAM
212
Ocean Park Asset Management
California
$37.3M
CI
213
CX Institutional
Indiana
$37.3M +$20.9M +358,320 +149%
GSIS
214
Global Strategic Investment Solutions
Arizona
$36.9M -$158K -2,706 -0.5%
TC
215
TownSquare Capital
Utah
$36.8M -$1.08M -18,438 -3%
CAC
216
Certified Advisory Corp
Florida
$36.8M +$290K +4,968 +0.8%
MCM
217
MAI Capital Management
Ohio
$36.2M +$55.3K +948 +0.2%
VIA
218
Vantagepoint Investment Advisers
District of Columbia
$35.8M
PA
219
PFG Advisors
Arizona
$35.7M +$362K +6,210 +1%
CWA
220
Cornerstone Wealth Advisors
Minnesota
$35.2M -$54.2K -930 -0.2%
EWA
221
Exencial Wealth Advisors
Oklahoma
$35M -$3.76M -64,494 -10%
GFWA
222
Grey Fox Wealth Advisors
Delaware
$34.1M +$2.39M +40,974 +8%
IC
223
IEQ Capital
California
$33.8M +$1.27M +21,750 +4%
PCA
224
Prosperity Capital Advisors
Ohio
$33.8M +$946K +16,224 +3%
DWA
225
Dougherty Wealth Advisers
Minnesota
$33.3M -$567K -9,726 -2%

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.