We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF

2,501 hedge funds and large institutions have $115B invested in Vanguard Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 934 increasing their positions, 779 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more first-time investments, than exits

New positions opened: 392 | Existing positions closed: 65

26% more capital invested

Capital invested by funds: $91.5B → $115B (+$23.9B)

20% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 779

13% more funds holding in top 10

Funds holding in top 10: 382432 (+50)

13% more funds holding

Funds holding: 2,2212,501 (+280)

6.44% less ownership

Funds ownership: 393.53%387.1% (-6.4%)

19% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $116M

Holders
2,501
Holders Change
+280
Holders Change %
+12.61%
% of All Funds
32.94%
Holding in Top 10
432
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+13.09%
% of All Funds
5.69%
New
392
Increased
934
Reduced
779
Closed
65
Calls
$93.3M
Puts
$116M
Net Calls
-$22.5M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
Tenret Company
Florida
$20.7M +$632K +9,402 +3%
CFD
352
Creative Financial Designs
Indiana
$20.6M -$6.46M -96,210 -24%
IWA
353
IVC Wealth Advisors
Pennsylvania
$20.6M +$1.46M +21,714 +8%
BSSFA
354
Baron Silver Stevens Financial Advisors
Florida
$20.5M +$515K +7,668 +3%
SFM
355
Signet Financial Management
New Jersey
$20.2M -$68.1K -1,014 -0.3%
IAG
356
Investment Advisory Group
Massachusetts
$20M +$735K +10,944 +4%
HWA
357
Heartwood Wealth Advisors
Virginia
$20M -$141K -2,106 -0.7%
Loomis, Sayles & Company
358
Loomis, Sayles & Company
Massachusetts
$20M +$13.7M +204,180 +233%
ATC
359
Advantage Trust Company
Kansas
$19.9M +$1.88M +27,966 +11%
MIA
360
Milestone Investment Advisors
Wisconsin
$19.8M +$433K +6,438 +2%
KBFS
361
Kohmann Bosshard Financial Services
Ohio
$19.7M -$1.05M -15,672 -5%
BDF
362
Black Diamond Financial
Maryland
$19.1M -$107K -1,596 -0.6%
LFP
363
Leeward Financial Partners
Washington
$18.9M +$1.23M +18,372 +7%
IWP
364
IAG Wealth Partners
Wisconsin
$18.9M +$1.16M +17,232 +7%
AAS
365
Ameritas Advisory Services
Nebraska
$18.8M +$6.75M +100,482 +57%
AF
366
Advisornet Financial
Minnesota
$18.7M +$2.14M +31,920 +13%
AA
367
Armis Advisers
Georgia
$18.7M +$18.3M +273,090 New
MCM
368
Manchester Capital Management
Vermont
$18.6M -$546K -8,124 -3%
PCIA
369
Prime Capital Investment Advisors
Kansas
$18.6M -$1.24M -18,414 -6%
RIA
370
Regal Investment Advisors
Michigan
$18.5M -$1.89M -28,110 -9%
PP
371
Prosperity Planning
Missouri
$18.5M -$163K -2,424 -0.9%
DWMS
372
Dominguez Wealth Management Solutions
Virginia
$18.4M +$462K +6,882 +3%
WAAG
373
Wealth Alliance Advisory Group
Kansas
$18.2M -$391K -5,826 -2%
OBWP
374
O'Brien Wealth Partners
Massachusetts
$18.2M +$1.75M +26,028 +11%
G
375
GenTrust
Florida
$18M +$140K +2,082 +0.8%

VUG Hedge Fund Activity: Q4 2024 in Review

2,501 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q4 2024, worth a combined $115B — up 26% from $91.5B a quarter earlier.

Buyers outnumbered sellers: 392 funds opened new VUG positions and 65 closed out — a net gain of 327 holders — while 934 added to existing stakes and 779 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $2.19B. The largest seller was Provida Pension Fund Administrator, cutting an estimated $239M.

  • 2,501 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q4 2024, up from 2,221 in Q3 2024.
  • Funds reported $115B of Vanguard Morningstar Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 392 funds opened new Vanguard Morningstar Growth ETF positions in Q4 2024 and 65 closed out, a net change of +327 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $2.19B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q4 2024 was Provida Pension Fund Administrator, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2024.