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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
KSWA
551
Kathleen S. Wright Associates
Pennsylvania
$9.94M -$6.45K -96 -0.1%
CAG
552
Csenge Advisory Group
Florida
$9.94M -$1.29M -19,242 -12%
SFA
553
Semmax Financial Advisors
North Carolina
$9.9M -$3.53M -52,566 -27%
MLRA
554
Main Line Retirement Advisors
Montana
$9.89M +$290K +4,320 +3%
WFA
555
Wellspring Financial Advisors
Ohio
$9.88M +$111K +1,650 +0%
CWM
556
Cornerstone Wealth Management
Missouri
$9.78M -$13.3K -198 -0.1%
DB
557
Dravo Bay
Delaware
$9.72M +$405K +6,030 +4%
FUBT
558
First United Bank & Trust
Maryland
$9.62M -$96.7K -1,440 -1%
EFG
559
Ethos Financial Group
Pennsylvania
$9.62M +$9.44M +140,592 New
CIAS
560
Capital Investment Advisory Services
North Carolina
$9.62M -$60.9K -906 -0.6%
VCA
561
Verdence Capital Advisors
Maryland
$9.4M +$59.3K +882 +0.6%
PIAS
562
PCA Investment Advisory Services
Ohio
$9.31M +$444K +6,612 +5%
CFA
563
CWS Financial Advisors
Michigan
$9.3M +$604K +8,988 +7%
NRI
564
NFP Retirement Inc
California
$9.28M -$189K -2,808 -2%
EFL
565
ERn Financial LLC
Wisconsin
$9.26M -$46.8K -696 -0.5%
DW30
566
Drucker Wealth 3.0
New Jersey
$9.26M -$57.2K -852 -0.6%
PB
567
Prime Buchholz
New Hampshire
$9.25M +$9.09M +135,264 New
HA
568
Hofer & Associates
California
$9.24M -$1.37M -20,454 -13%
LWM
569
LongView Wealth Management
Georgia
$9.22M -$35.1K -522 -0.4%
IPW
570
Intergy Private Wealth
Colorado
$9.06M +$12.1K +180 +0.1%
HNB
571
Huntington National Bank
Ohio
$9.06M
CF
572
Claris Financial
Virginia
$9.04M +$8.88M +132,156 New
MPCA
573
Madison Park Capital Advisors
Washington
$9.04M -$1.88M -27,924 -17%
RA
574
Riversedge Advisors
Delaware
$9.03M -$40.7K -606 -0.5%
BF
575
Bonfire Financial
Colorado
$9.02M +$8.86M +131,832 New

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.