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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
TVWM
676
Tower View Wealth Management
Wisconsin
$6.5M +$378K +5,634 +6%
MPW
677
MA Private Wealth
California
$6.49M -$20.2K -300 -0.3%
CA
678
Cumberland Advisors
Florida
$6.41M +$280K +4,170 +5%
AIP
679
Alexis Investment Partners
Texas
$6.4M +$6.22M +92,640 New
FFA
680
Farther Finance Advisors
California
$6.39M +$325K +4,842 +5%
Empower Advisory Group
681
Empower Advisory Group
Colorado
$6.36M +$813K +12,096 +15%
ZB
682
Zions Bancorporation
Utah
$6.29M +$1.42M +21,156 +30%
ECG
683
Edge Capital Group
Georgia
$6.26M +$12.9K +192 +0.2%
AA
684
Advisory Alpha
Michigan
$6.25M -$372K -5,544 -6%
IWC
685
Infinity Wealth Counsel
Ohio
$6.23M +$6.12M +91,044 New
CB
686
Chris Bulman
California
$6.22M +$119K +1,764 +2%
HIA
687
HTG Investment Advisors
Connecticut
$6.2M +$296K +4,410 +5%
CPA
688
Capital Planning Advisors
California
$6.19M -$278K -4,134 -4%
RFS
689
Richardson Financial Services
Massachusetts
$6.19M -$2.09M -31,134 -26%
BBHC
690
Brown Brothers Harriman & Co
New York
$6.17M +$112K +1,668 +2%
HP
691
Holistic Planning
Texas
$6.1M +$376K +5,598 +7%
CIC
692
Carnegie Investment Counsel
Ohio
$6.03M +$63.7K +948 +1%
LFAS
693
Level Four Advisory Services
Texas
$6.03M -$1.06M -15,750 -15%
CPW
694
Catalyst Private Wealth
California
$6.03M -$61.7K -918 -1%
TCMP
695
Thrive Capital Management (Pennsylvania)
Pennsylvania
$6.02M +$2.62M +39,018 +80%
IA
696
Insight Advisors
Pennsylvania
$6.01M -$478K -7,116 -8%
CK
697
Cohen Klingenstein
New York
$6.01M +$48.4K +720 +0.8%
HNWAG
698
High Net Worth Advisory Group
Florida
$5.92M +$214K +3,192 +4%
SS
699
SBI Securities
Japan
$5.9M +$5.8M +86,298 New
CWA
700
Clarus Wealth Advisors
Arizona
$5.89M +$16.1K +240 +0.3%

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.