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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
Bank of America
1
Bank of America
North Carolina
$16.1B +$353M +6,049,416 +2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.59B +$1.57B +26,864,862 +24%
Morgan Stanley
3
Morgan Stanley
New York
$5.09B +$125M +2,141,154 +3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$3.22B -$120M -2,055,522 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.12B -$24.1M -412,710 -0.8%
AA
6
Axiom Advisory
California
$2.32B +$2.29B +39,207,798 +6,381%
UBS Group
7
UBS Group
Switzerland
$2.1B +$43M +737,016 +2%
LPL Financial
8
LPL Financial
California
$1.85B +$74M +1,269,450 +4%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$1.34B +$14.3M +245,442 +1%
Wells Fargo
10
Wells Fargo
California
$1.28B +$43.1M +739,896 +4%
Ameriprise
11
Ameriprise
Minnesota
$1.28B -$10.4M -178,782 -0.9%
EWA
12
EP Wealth Advisors
California
$1.12B +$24.8M +424,968 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.08B -$8.51M -145,944 -0.8%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$996M +$4.56M +78,234 +0.5%
RWP
15
RWA Wealth Partners
Massachusetts
$976M +$1.08M +18,522 +0.1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$881M -$16.4M -280,692 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$758M -$1.03M -17,592 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$719M +$6.5M +111,516 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$686M +$19.3M +330,846 +3%
DADC
20
D.A. Davidson & Co
Montana
$654M -$5.17M -88,602 -0.8%
BL
21
Balentine LLC
Georgia
$643M -$7.88M -135,210 -1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$600M +$6.82M +116,880 +1%
SEI Investments
23
SEI Investments
Pennsylvania
$587M -$6.42M -110,136 -1%
Mariner
24
Mariner
Kansas
$585M +$28.2M +484,044 +5%
Goldman Sachs
25
Goldman Sachs
New York
$566M -$2.86M -49,086 -0.5%

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.