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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
BWM
751
BCS Wealth Management
Tennessee
$5.14M +$5.04M +75,078 New
MCA
752
MSH Capital Advisors
Arizona
$5.14M -$857K -12,750 -15%
TBC
753
Ted Buchan & Co
California
$5.12M +$47.2K +702 +0.9%
SFS
754
Security Financial Services
Indiana
$5.12M +$49.2K +732 +1%
CIA
755
Compass Investment Advisers
Oregon
$5.04M +$4.95M +73,626 New
ACA
756
Aptus Capital Advisors
Alabama
$5.03M +$508K +7,560 +11%
BRG
757
Bay Rivers Group
Virginia
$5.02M +$18.9K +282 +0.4%
BGA
758
Battery Global Advisors
Massachusetts
$5.02M
EFP
759
EnRich Financial Partners
Wisconsin
$5.01M -$135K -2,010 -3%
AAMC
760
Asset Allocation & Management Company
Illinois
$5M
PFBT
761
Parkside Financial Bank & Trust
Missouri
$5M -$390K -5,808 -7%
BMCM
762
Bryn Mawr Capital Management
Pennsylvania
$4.98M -$124K -1,848 -2%
Jennison Associates
763
Jennison Associates
New York
$4.97M +$3.84M +57,096 +367%
NFSG
764
Newbridge Financial Services Group
Florida
$4.93M +$730K +10,872 +18%
LFA
765
Laraway Financial Advisors
Minnesota
$4.87M +$151K +2,250 +3%
CCC
766
Compass Capital Corp
Massachusetts
$4.87M +$4.75M +70,656 New
RBFC
767
Roman Butler Fullerton & Co
Missouri
$4.86M +$160K +2,388 +4%
WKWM
768
Walter & Keenan Wealth Management
Indiana
$4.86M +$1.17M +17,406 +32%
VWA
769
VSM Wealth Advisory
Maryland
$4.85M +$4.76M +70,896 New
KFA
770
Kelleher Financial Advisors
New York
$4.83M
FFN
771
Focus Financial Network
Minnesota
$4.81M +$26.6K +396 +0.6%
SWC
772
Spectrum Wealth Counsel
Indiana
$4.8M +$1.59M +23,688 +51%
BW
773
BIP Wealth
Georgia
$4.79M +$504K +7,506 +12%
BIP
774
Blueprint Investment Partners
North Carolina
$4.79M -$70.1K -1,044 -1%
LWM
775
Latko Wealth Management
Illinois
$4.77M -$177K -2,634 -4%

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.