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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
FAIM
376
Financial Advocates Investment Management
Washington
$17.9M -$2.42K -36 -0%
SIM
377
Synergy Investment Management
Florida
$17.9M +$17.6M +261,726 New
DFG
378
Delta Financial Group
New Jersey
$17.9M +$17.6M +261,534 New
RF
379
Robinswood Financial
Washington
$17.8M -$472K -7,026 -3%
RA
380
RFG Advisory
Alabama
$17.7M -$164K -2,442 -0.9%
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$17.7M +$146K +2,172 +0.9%
FGWP
382
Founders Grove Wealth Partners
Virginia
$17.6M +$17.3M +257,190 New
PIA
383
Pinion Investment Advisors
Kansas
$17.5M +$104K +1,542 +0.6%
BCM
384
BTC Capital Management
Iowa
$17.5M -$112K -1,674 -0.7%
BWFA
385
Baltimore-Washington Financial Advisors
Maryland
$17.1M +$2.22M +33,120 +15%
GAM
386
Gotham Asset Management
New York
$17.1M +$3.43M +51,042 +26%
REMPR
387
Roof Eidam Maycock Peralta (REMP)
California
$16.8M +$467K +6,948 +3%
SWP
388
Stratos Wealth Partners
Ohio
$16.7M +$981K +14,604 +6%
FI
389
Financial Insights
Washington
$16.7M -$1.34M -19,920 -8%
GCP
390
Gill Capital Partners
Colorado
$16.6M +$4.43K +66 +0%
OW
391
Olistico Wealth
Oklahoma
$16.5M +$988K +14,712 +6%
SVCP
392
Silicon Valley Capital Partners
California
$16.5M -$328K -4,878 -2%
SL
393
Salomon & Ludwin
Virginia
$16.4M -$966K -14,382 -6%
KCM
394
Kennicott Capital Management
California
$16.4M -$209K -3,114 -1%
PA
395
Planning Alternatives
Michigan
$16.4M -$56.4K -840 -0.3%
QWP
396
Quotient Wealth Partners
Texas
$16.4M -$158K -2,352 -1%
TDWM
397
Topel & Distasi Wealth Management
California
$16.3M -$354K -5,274 -2%
FWA
398
Flagship Wealth Advisors
Massachusetts
$16.3M +$16M +237,810 New
LRIA
399
Leonard Rickey Investment Advisors
Washington
$16.1M +$433K +6,450 +3%
CWP
400
Cyndeo Wealth Partners
Florida
$16M +$35.5K +528 +0.2%

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.