We are live on ! Find out more
VUG icon

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
FSA
726
Financial Services Advisory
Maryland
$5.51M +$5.41M +80,484 New
WCM
727
Winthrop Capital Management
Indiana
$5.5M +$5.35M +79,680 New
NPF
728
Norris Perne & French
Michigan
$5.47M -$133K -1,980 -2%
CIA
729
Choate Investment Advisors
Massachusetts
$5.45M -$45.1K -672 -0.8%
DCM
730
Donaldson Capital Management
Indiana
$5.44M +$32.6K +486 +0.6%
AL
731
Aspiriant LLC
California
$5.38M -$496K -7,380 -9%
SPA
732
Sentinel Pension Advisors
Massachusetts
$5.38M -$115K -1,716 -2%
CANC
733
Culbertson A N & Co
Virginia
$5.37M +$63.3K +942 +1%
TFA
734
TPG Financial Advisors
Oregon
$5.36M +$68.9K +1,026 +1%
MWA
735
Muirfield Wealth Advisors
North Carolina
$5.35M -$292K -4,344 -5%
SFPM
736
Sensible Financial Planning & Management
Massachusetts
$5.34M -$7.25K -108 -0.1%
FWI
737
Facet Wealth Inc
Maryland
$5.34M -$2.25M -33,456 -30%
WWM
738
Western Wealth Management
Colorado
$5.32M -$995K -14,814 -16%
KeyBank National Association
739
KeyBank National Association
Ohio
$5.32M +$386K +5,748 +8%
GLA
740
Great Lakes Advisors
Illinois
$5.29M +$70.5K +1,050 +1%
LWA
741
LifeGoal Wealth Advisors
New York
$5.28M +$5.19M +77,226 New
MI
742
Motiv8 Investments
Florida
$5.26M +$536K +7,974 +12%
PFGIA
743
Patriot Financial Group Insurance Agency
Massachusetts
$5.25M +$539K +8,022 +12%
GJIA
744
Glass Jacobson Investment Advisors
Maryland
$5.23M +$441K +6,570 +9%
BNMT
745
Bawa N Mallick Trust
New York
$5.23M +$5.14M +76,500 New
SI
746
Seeds Investor
New York
$5.23M +$156K +2,328 +3%
Tudor Investment Corp
747
Tudor Investment Corp
Connecticut
$5.21M -$290K -4,314 -5%
BC
748
Barrett & Company
Rhode Island
$5.16M -$90.7K -1,350 -2%
PD
749
Planning Directions
Pennsylvania
$5.16M -$130K -1,932 -2%
CF
750
Centaurus Financial
California
$5.15M +$392K +5,838 +8%

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.