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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
AWMS
701
Advocacy Wealth Management Services
Georgia
$5.88M -$57.2K -852 -1%
CCAM
702
Cascades Capital Asset Management
North Carolina
$5.88M +$399K +5,946 +7%
JBW
703
Journey Beyond Wealth
Georgia
$5.86M +$5.75M +85,620 New
SMC
704
Smith, Moore & Co
Missouri
$5.82M +$185K +2,760 +3%
AW
705
Avion Wealth
Texas
$5.81M +$905K +13,470 +19%
HCP
706
Hexagon Capital Partners
Arkansas
$5.78M -$345K -5,130 -6%
HCM
707
Hengehold Capital Management
Ohio
$5.77M -$138K -2,058 -2%
DWM
708
Dopkins Wealth Management
New York
$5.76M +$471K +7,008 +9%
NCM
709
NCM Capital Management
New Jersey
$5.75M +$157K +2,340 +3%
Renaissance Technologies
710
Renaissance Technologies
New York
$5.75M +$5.64M +84,000 New
WIA
711
World Investment Advisors
California
$5.74M +$2.16M +32,178 +62%
DSA
712
Droms Strauss Advisors
Missouri
$5.72M -$37.1K -552 -0.7%
HI
713
Horizon Investments
North Carolina
$5.72M +$445K +6,618 +9%
WA
714
Westfuller Advisors
New York
$5.72M +$5.14M +76,488 +1,071%
RWP
715
Revolve Wealth Partners
New Jersey
$5.7M -$25.8K -384 -0.5%
GA
716
GFS Advisors
Texas
$5.69M +$5.59M +83,232 New
CCWA
717
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.69M +$123K +1,836 +2%
FB
718
Finward Bancorp
Indiana
$5.66M +$5.56M +82,722 New
CWA
719
Cascade Wealth Advisors
Washington
$5.66M -$658K -9,792 -11%
SFC
720
Strategic Financial Concepts
Texas
$5.61M -$867K -12,900 -14%
SFP
721
Strategic Financial Partners
Oregon
$5.59M -$84.6K -1,260 -2%
HSG
722
Helen Stephens Group
Texas
$5.59M -$60.9K -906 -1%
CRC
723
Curi RMB Capital
Illinois
$5.55M
HSA
724
HBK Sorce Advisory
Pennsylvania
$5.52M -$107K -1,596 -2%
GA
725
GSG Advisors
New Jersey
$5.51M +$527K +7,842 +11%

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.