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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
Wellington Management Group
526
Wellington Management Group
Massachusetts
$10.9M -$6.94M -103,308 -39%
IAA
527
Ironsides Asset Advisors
North Carolina
$10.9M +$13.3K +198 +0.1%
FLA
528
Financial Life Advisors
Texas
$10.9M -$223K -3,318 -2%
FC
529
Fusion Capital
South Carolina
$10.9M +$371K +5,526 +4%
HIA
530
Harbor Investment Advisory
Maryland
$10.9M +$113K +1,686 +1%
WS
531
Wedbush Securities
California
$10.8M +$3.38M +50,316 +47%
MAG
532
Mayfair Advisory Group
Alabama
$10.8M +$924K +13,752 +10%
IA
533
IFG Advisory
Georgia
$10.7M +$341K +5,070 +3%
EFG
534
Everhart Financial Group
Ohio
$10.7M +$1.11M +16,458 +12%
GAG
535
Goodman Advisory Group
Massachusetts
$10.7M -$555K -8,268 -5%
SWM
536
Segment Wealth Management
Texas
$10.6M
BST
537
Bath Savings Trust
Maine
$10.6M -$202K -3,000 -2%
CWM
538
Certus Wealth Management
California
$10.6M -$53.2K -792 -0.5%
FNBOO
539
First National Bank of Omaha
Nebraska
$10.5M -$175K -2,598 -2%
LSA
540
Lansing Street Advisors
Pennsylvania
$10.5M +$1.83M +27,294 +22%
NEWAS
541
N.E.W. Advisory Services
Wisconsin
$10.4M -$110K -1,644 -1%
OCPWS
542
One Charles Private Wealth Services
Massachusetts
$10.4M +$1.88M +27,984 +23%
WAM
543
Worth Asset Management
Texas
$10.3M +$9.03M +134,352 +831%
OHIS
544
Oak Harvest Investment Services
Texas
$10.3M +$1.88M +28,056 +23%
PG
545
Prostatis Group
Maryland
$10.2M +$32.2K +480 +0.3%
CI
546
CX Institutional
Indiana
$10.2M +$3.97M +59,118 +65%
NJIM
547
Nabity-Jensen Investment Management
Nebraska
$10.2M -$14.1K -210 -0.1%
PBF
548
Petix & Botte Financial
California
$10M -$780K -11,610 -7%
AIM
549
Acropolis Investment Management
Missouri
$9.98M +$166K +2,472 +2%
VBWMG
550
Von Berge Wealth Management Group
California
$9.94M -$121K -1,794 -1%

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.