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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
Bank of America
1
Bank of America
North Carolina
$28.8B +$558M +6,627,636 +2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$18.1B -$1.37B -16,259,860 -7%
Morgan Stanley
3
Morgan Stanley
New York
$7.71B +$29.2M +346,937 +0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.04B +$537M +6,379,991 +12%
Financial Engines Advisors
5
Financial Engines Advisors
California
$3.35B -$12M -142,409 -0.4%
UBS Group
6
UBS Group
Switzerland
$3.11B -$29.5M -351,154 -1%
LPL Financial
7
LPL Financial
California
$2.87B +$83.5M +992,725 +3%
Wells Fargo
8
Wells Fargo
California
$2.26B -$31.2M -371,185 -1%
Ameriprise
9
Ameriprise
Minnesota
$2.04B -$36.2M -429,860 -2%
EWA
10
EP Wealth Advisors
California
$2.01B +$120M +1,422,592 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$1.88B +$36.1M +429,122 +2%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$1.76B -$18.6M -221,292 -1%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$1.36B +$1.25B +14,833,065 +1,603%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.31B -$21.7M -257,401 -2%
MG
15
Mather Group
Illinois
$1.31B +$1.03B +12,265,972 +418%
AllianceBernstein
16
AllianceBernstein
Tennessee
$1.26B +$115M +1,367,999 +90%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.26B +$72.4M +860,717 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.18B +$21M +249,068 +2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.17B -$7.57M -89,971 -0.7%
RWP
20
RWA Wealth Partners
Massachusetts
$1.16B +$23M +273,806 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$992M +$613K +7,288 +0.1%
Mariner
22
Mariner
Kansas
$962M -$18.3M -217,277 -2%
DADC
23
D.A. Davidson & Co
Montana
$941M +$5.1M +60,630 +0.6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$938M +$19.6M +232,486 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$916M -$20M -238,232 -2%

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.