Vanguard Morningstar Growth ETF
VUG
2,226 hedge funds and large institutions have $91.6B invested in Vanguard Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 881 increasing their positions, 804 reducing their positions, and 65 closing their positions.
140% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 65
128% more capital inflows, than outflows
Capital inflows: $3.32B | Capital outflows: $1.46B
54% more call options, than puts
Call options by funds: $97.8M | Put options by funds: $63.4M
3% more funds holding
Funds holding: 2,160 → 2,226 (+66)
10% more repeat investments, than reductions
Existing positions increased: 881 | Existing positions reduced: 804
0.3% less ownership
Funds ownership: 65.94% → 65.64% (-0.3%)
5% less funds holding in top 10
Funds holding in top 10: 404 → 384 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$240M |
| 2 |
Axiom Advisory
San Diego,
California
|
+$229M |
| 3 |
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$156M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$135M |
| 5 |
Smith Anglin Financial
Dallas,
Texas
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$196M |
| 2 |
Permanens Capital
New York
|
-$72.2M |
| 3 |
Checchi Capital Advisers
Beverly Hills,
California
|
-$53.3M |
| 4 |
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$47.8M |
| 5 |
Two Sigma Advisers
New York
|
-$47.2M |
VUG Hedge Fund Activity: Q3 2024 in Review
2,226 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2024, worth a combined $91.6B — up 4.5% from $87.6B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new VUG positions and 65 closed out — a net gain of 91 holders — while 881 added to existing stakes and 804 trimmed.
The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Financial Engines Advisors, cutting an estimated $196M.
- 2,226 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2024, up from 2,160 in Q2 2024.
- Funds reported $91.6B of Vanguard Morningstar Growth ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
- 156 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2024 and 65 closed out, a net change of +91 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q3 2024 was Bank of America, an estimated $240M added.
- The largest Vanguard Morningstar Growth ETF seller in Q3 2024 was Financial Engines Advisors, an estimated $196M sold.
Based on aggregated 13F filings for Q3 2024.