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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
CBA
626
Coastal Bridge Advisors
Connecticut
$7.64M +$663K +9,876 +10%
DPI
627
Diversified Portfolios Inc
Michigan
$7.61M
OPCM
628
Osborne Partners Capital Management
California
$7.61M -$320K -4,770 -4%
WGC
629
Watts Gwilliam & Co
Arizona
$7.56M -$502K -7,470 -6%
CFP
630
Curran Financial Partners
South Carolina
$7.54M +$1.48M +21,984 +25%
NAS
631
Nicolet Advisory Services
Wisconsin
$7.53M -$551K -8,196 -7%
AFP
632
Ausdal Financial Partners
Iowa
$7.53M +$31.4K +468 +0.4%
KA
633
Kovack Advisors
Florida
$7.47M +$324K +4,818 +5%
GFA
634
Gallagher Fiduciary Advisors
Illinois
$7.46M +$6.04M +89,982 +471%
CA
635
Calton & Associates
Florida
$7.44M +$2.59M +38,538 +55%
RI
636
Rinkey Investments
California
$7.43M +$129K +1,926 +2%
TFCP
637
Twin Focus Capital Partners
Massachusetts
$7.41M +$381K +5,670 +6%
CG
638
Caprock Group
Idaho
$7.4M -$1.83M -27,312 -20%
WFAG
639
Wescott Financial Advisory Group
Pennsylvania
$7.37M -$551K -8,202 -7%
PHWM
640
Pine Harbor Wealth Management
Maryland
$7.31M +$1.08M +16,086 +18%
PA
641
Parallel Advisors
California
$7.27M -$241K -3,588 -3%
CWG
642
Crown Wealth Group
North Carolina
$7.26M +$5.05M +75,114 +242%
NG
643
Northstar Group
New York
$7.23M -$4.03K -60 -0.1%
RCAG
644
Rehmann Capital Advisory Group
Michigan
$7.23M +$251K +3,732 +4%
DI
645
Disciplined Investments
Oklahoma
$7.2M -$39.9K -594 -0.6%
AFM
646
Abbot Financial Management
Massachusetts
$7.17M +$97.1K +1,446 +1%
WAM
647
Weinberger Asset Management
California
$7.14M +$237K +3,528 +3%
MSF
648
Mustard Seed Financial
Arkansas
$7.14M +$214K +3,186 +3%
AWM
649
Apex Wealth Management
New Hampshire
$7.13M +$7M +104,262 New
SWA
650
Sightline Wealth Advisors
Connecticut
$7.12M -$181K -2,700 -3%

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.