We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF

2,877 hedge funds and large institutions have $143B invested in Vanguard Morningstar Growth ETF in 2026 Q2 according to their latest regulatory filings, with 273 funds opening new positions, 1,148 increasing their positions, 1,115 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 72

23% more capital invested

Capital invested by funds: $116B → $143B (+$26.8B)

5% more funds holding

Funds holding: 2,7332,877 (+144)

5% more funds holding in top 10

Funds holding in top 10: 421441 (+20)

3% more repeat investments, than reductions

Existing positions increased: 1,148 | Existing positions reduced: 1,115

3% more call options, than puts

Call options by funds: $181M | Put options by funds: $177M

340.47% less ownership

Funds ownership: 404.46%64% (-340%)

Holders
2,877
Holders Change
+144
Holders Change %
+5.27%
% of All Funds
34.75%
Holding in Top 10
441
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+4.75%
% of All Funds
5.33%
New
273
Increased
1,148
Reduced
1,115
Closed
72
Calls
$181M
Puts
$177M
Net Calls
+$4.96M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
2251
LGL Partners
Pennsylvania
$377K +$252 +3 +0.1%
KFAS
2252
Keating Financial Advisory Services
Kansas
$376K +$8.58K +102 +2%
JJBC
2253
James J. Burns & Company
New York
$375K -$3.37K -40 -0.9%
SOWAS
2254
Silver Oak Wealth Advisors Services
California
$375K
BC
2255
BDFS Capital
Delaware
$375K +$13.4K +159 +4%
TCM
2256
Towercrest Capital Management
Pennsylvania
$374K -$796K -9,465 -69%
SCA
2257
St. Clair Advisors
Ohio
$374K -$42.1K -500 -10%
CA
2258
Chatterton & Associates
California
$373K -$10.6K -126 -3%
JWM
2259
JPL Wealth Management
Colorado
$373K +$31.3K +372 +9%
PIM
2260
Parker Investment Management
California
$372K +$61.6K +732 +20%
PWM
2261
PTM Wealth Management
United States
$371K +$39.5K +470 +12%
AWM
2262
Atticus Wealth Management
Florida
$370K +$168 +2 +0%
C1AG
2263
Client 1st Advisory Group
Florida
$369K +$10.1K +120 +3%
CWM
2264
Copia Wealth Management
Oregon
$368K -$10.2K -121 -3%
MWP
2265
Meriwether Wealth & Planning
Louisiana
$368K +$7.49K +89 +2%
AWM
2266
Activest Wealth Management
Florida
$368K -$13.8K -164 -4%
LFWA
2267
LBJ Family Wealth Advisors
Texas
$367K +$252 +3 +0.1%
ACP
2268
Aviance Capital Partners
Florida
$367K -$17.7K -210 -5%
CCAL
2269
City Center Advisors LLC
Michigan
$366K -$85.8K -1,020 -19%
HFBOT
2270
Home Federal Bank of Tennessee
Tennessee
$365K +$1.01K +12 +0.3%
SGWP
2271
Sun Group Wealth Partners
California
$365K +$97.2K +1,155 +37%
MWC
2272
MKD Wealth Coaches
Michigan
$364K -$364K -4,326 -51%
MLFP
2273
MPS Loria Financial Planners
Illinois
$364K +$11.3K +134 +3%
BCM
2274
BluePath Capital Management
Georgia
$363K +$355K +4,216 New
SM
2275
Sensible Money
Arizona
$362K +$108K +1,287 +44%

VUG Hedge Fund Activity: Q2 2026 in Review

2,877 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2026, worth a combined $143B — up 23% from $116B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new VUG positions and 72 closed out — a net gain of 201 holders — while 1,148 added to existing stakes and 1,115 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.25B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $3.56B.

  • 2,877 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2026, up from 2,733 in Q1 2026.
  • Funds reported $143B of Vanguard Morningstar Growth ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 273 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2026 and 72 closed out, a net change of +201 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q2 2026 was Pathstone Holdings, an estimated $1.25B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q2 2026 was Moneta Group Investment Advisors, an estimated $3.56B sold.

Based on aggregated 13F filings for Q2 2026.