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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
FWM
651
Fonville Wealth Management
Virginia
$7.1M -$4.43K -66 -0.1%
AWMT
652
AAFMAA Wealth Management & Trust
North Carolina
$7.1M +$281K +4,188 +4%
EFS
653
Essex Financial Services
Connecticut
$7.06M +$487K +7,254 +8%
EA
654
Emerald Advisors
Washington
$7.06M +$83.8K +1,248 +1%
SAG
655
SageView Advisory Group
California
$7.05M -$110K -1,638 -2%
Winslow Capital Management
656
Winslow Capital Management
Minnesota
$6.99M +$5.85M +87,042 +573%
SSI
657
Scott & Selber Inc
Texas
$6.98M +$8.06K +120 +0.1%
PAS
658
Park Avenue Securities
New York
$6.95M +$905K +13,476 +15%
BJL
659
Brighton Jones LLC
Washington
$6.95M +$351K +5,220 +5%
KFGK
660
Keystone Financial Group (Kentucky)
Kentucky
$6.92M -$51.2K -762 -0.7%
TCOTS
661
Trust Company of the South
North Carolina
$6.92M +$3.55M +52,794 +109%
FPB
662
First PREMIER Bank
South Dakota
$6.9M +$912K +13,578 +16%
WJA
663
Willis Johnson & Associates
Texas
$6.84M -$238K -3,540 -3%
VC
664
Vicus Capital
Pennsylvania
$6.81M -$1.56M -23,172 -19%
CP
665
Capital Planning
Washington
$6.77M +$493K +7,338 +8%
RWM
666
Ritholtz Wealth Management
New York
$6.77M -$161K -2,400 -2%
CA
667
CGN Advisors
Kansas
$6.76M +$176K +2,616 +3%
CDWM
668
Campbell Deegan Wealth Management
Virginia
$6.73M +$6.6M +98,310 New
EPA
669
Element Pointe Advisors
Florida
$6.65M
QWM
670
Quadcap Wealth Management
Texas
$6.63M +$326K +4,860 +5%
CWA
671
Continuum Wealth Advisors
New York
$6.62M +$493K +7,344 +8%
MAG
672
M3 Advisory Group
Massachusetts
$6.61M +$475K +7,068 +8%
GEA
673
Glen Eagle Advisors
New Jersey
$6.57M +$583K +8,676 +10%
WP
674
WealthShield Partners
North Carolina
$6.54M -$103K -1,530 -2%
FA
675
FDx Advisors
Illinois
$6.54M -$963K -14,334 -13%

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.