Vanguard Morningstar Growth ETF
VUG
1,824 hedge funds and large institutions have $60B invested in Vanguard Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 692 increasing their positions, 686 reducing their positions, and 47 closing their positions.
430% more call options, than puts
Call options by funds: $99.4M | Put options by funds: $18.8M
264% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 47
8% more funds holding in top 10
Funds holding in top 10: 293 → 316 (+23)
6% more funds holding
Funds holding: 1,721 → 1,824 (+103)
1% more repeat investments, than reductions
Existing positions increased: 692 | Existing positions reduced: 686
1.36% less ownership
Funds ownership: 65.45% → 64.09% (-1.4%)
34% less capital inflows, than outflows
Capital inflows: $1.83B | Capital outflows: $2.77B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balentine LLC
Atlanta,
Georgia
|
+$233M |
| 2 |
JP Morgan Chase
New York
|
+$103M |
| 3 |
Mountain Capital Investment Advisors
Westminster,
Colorado
|
+$58.5M |
| 4 |
Venturi Wealth Management
Austin,
Texas
|
+$53.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
-$604M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$539M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$306M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$135M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$105M |
VUG Hedge Fund Activity: Q2 2023 in Review
1,824 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2023, worth a combined $60B — up 13% from $52.9B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new VUG positions and 47 closed out — a net gain of 124 holders — while 692 added to existing stakes and 686 trimmed.
The largest buyer was Balentine LLC, adding an estimated $233M. The largest seller was EP Wealth Advisors, cutting an estimated $604M.
- 1,824 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2023, up from 1,721 in Q1 2023.
- Funds reported $60B of Vanguard Morningstar Growth ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 171 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2023 and 47 closed out, a net change of +124 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q2 2023 was Balentine LLC, an estimated $233M added.
- The largest Vanguard Morningstar Growth ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $604M sold.
Based on aggregated 13F filings for Q2 2023.