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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
WTA
576
Washington Trust Advisors
Massachusetts
$9.01M -$83.4K -1,242 -0.9%
FCB
577
First County Bank
Connecticut
$8.92M +$948K +14,106 +12%
PWMG
578
Prestige Wealth Management Group
New Jersey
$8.92M -$165K -2,454 -2%
MC
579
Mathes Company
New York
$8.87M -$645K -9,600 -7%
CCA
580
Clearwater Capital Advisors
Illinois
$8.86M -$279K -4,146 -3%
BFG
581
Bleakley Financial Group
New Jersey
$8.82M +$210K +3,126 +2%
AG
582
AlTi Global
New York
$8.77M +$730K +10,872 +9%
ECA
583
Elevation Capital Advisory
Oregon
$8.73M +$8.21M +122,262 +2,305%
GHA
584
GW Henssler & Associates
Georgia
$8.7M -$24.2K -360 -0.3%
YWM
585
Yoder Wealth Management
California
$8.66M -$3.23K -48 -0%
Amundi
586
Amundi
France
$8.6M +$4.5M +67,014 +114%
HCM
587
Hollencrest Capital Management
California
$8.56M +$17.7K +264 +0.2%
PIA
588
Perennial Investment Advisors
California
$8.53M +$635K +9,450 +8%
FDW
589
Fourth Dimension Wealth
Ohio
$8.51M +$8.36M +124,386 New
RFM
590
Royal Fund Management
Florida
$8.43M -$7.75M -115,392 -48%
LWANC
591
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.43M -$132K -1,968 -2%
LWL
592
Leo Wealth LLC
Texas
$8.4M -$114K -1,698 -1%
BC
593
Brio Consultants
California
$8.4M -$128K -1,908 -2%
ACP
594
Aveo Capital Partners
Colorado
$8.38M -$222K -3,306 -3%
MW
595
Marcum Wealth
Ohio
$8.38M -$154K -2,286 -2%
MCM
596
MidAtlantic Capital Management
Virginia
$8.37M -$724K -10,776 -8%
KCM
597
Kendall Capital Management
Maryland
$8.28M +$695K +10,344 +9%
LI
598
Latigo Investments
Florida
$8.28M
FFP
599
Freedom Financial Partners
Minnesota
$8.27M +$8.12M +120,870 New
RFA
600
Register Financial Advisors
Georgia
$8.27M +$409K +6,084 +5%

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.