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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
FHB
2226
First Hawaiian Bank
Hawaii
-$204K -3,558 Closed
HWP
2227
Hibernia Wealth Partners
Louisiana
-$202K -3,522 Closed
OWM
2228
OneAscent Wealth Management
Alabama
-$200K -3,486 Closed
MAM
2229
MMA Asset Management
Pennsylvania
-$159K -2,772 Closed
HT
2230
Headlands Technologies
Illinois
-$105K -1,836 Closed
HCA
2231
Heck Capital Advisors
Wisconsin
-$103K -1,788 Closed
NMM
2232
Naples Money Management
Florida
-$85.7K -1,494 Closed
FMP
2233
Financial Management Professionals
Texas
-$85K -1,488 Closed
PAM
2234
Palisade Asset Management
Minnesota
-$66.1K -1,152 Closed
CBT
2235
CoreFirst Bank & Trust
Kansas
-$64K -1,116 Closed
WPWM
2236
Western Pacific Wealth Management
Illinois
-$48.9K -852 Closed
MWM
2237
Mascoma Wealth Management
New Hampshire
-$34.4K -600 Closed
BWP
2238
Baldwin Wealth Partners
Massachusetts
-$32K -558 Closed
FIM
2239
Fernwood Investment Management
Massachusetts
-$23.8K -414 Closed
VL
2240
Vima LLC
Michigan
-$15K -360 Closed
BL
2241
BFSG LLC
California
-$14.5K -252 Closed
MAWCM
2242
Mine & Arao Wealth Creation & Management
California
-$6.88K -120 Closed
BFS
2243
Bare Financial Services
Pennsylvania
-$1.32K -24 Closed
RBC
2244
Roble Belko & Company
Pennsylvania
+$350 +6 New

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.