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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
FTWA
776
Fifth Third Wealth Advisors
Ohio
$4.76M +$273K +4,062 +6%
GC
777
Guidance Capital
Kentucky
$4.75M +$467K +6,954 +12%
SPC
778
Sigma Planning Corp
Michigan
$4.73M -$274K -4,074 -6%
EWA
779
Emergent Wealth Advisors
New York
$4.72M +$80.6K +1,200 +2%
DT
780
Diversified Trust
Tennessee
$4.72M +$31.8K +474 +0.7%
FA
781
FF Advisors
California
$4.7M -$5.24K -78 -0.1%
CHJWM
782
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.69M +$959K +14,274 +27%
BlackRock
783
BlackRock
New York
$4.65M +$3.62M +53,910 +385%
GJWM
784
Gilliland Jeter Wealth Management
Arkansas
$4.65M +$58.4K +870 +1%
MWM
785
MOKAN Wealth Management
Kansas
$4.63M +$4.55M +67,710 New
FC
786
Family CFO
California
$4.62M +$58.4K +870 +1%
KIA
787
KCM Investment Advisors
California
$4.62M +$70.5K +1,050 +2%
TWM
788
Tradition Wealth Management
Minnesota
$4.6M -$4.03K -60 -0.1%
WPC
789
Wedmont Private Capital
Pennsylvania
$4.56M +$98.4K +1,464 +2%
LIA
790
LifePlan Investment Advisors
North Carolina
$4.55M +$154K +2,298 +4%
Q1WB
791
Quest 10 Wealth Builders
Virginia
$4.54M +$4.46M +66,330 New
EFG
792
Elios Financial Group
Ohio
$4.53M -$414K -6,168 -9%
CCA
793
Clarity Capital Advisors
Florida
$4.48M +$692K +10,308 +19%
MMA
794
Miracle Mile Advisors
California
$4.48M -$1.95M -29,016 -31%
ALC
795
Alexander Labrunerie & Co
Missouri
$4.48M +$43.1K +642 +1%
ITB
796
Idaho Trust Bank
Idaho
$4.47M -$435K -6,468 -9%
AWA
797
Arkadios Wealth Advisors
Georgia
$4.46M +$296K +4,410 +7%
SMA
798
Sage Mountain Advisors
Georgia
$4.46M
SWA
799
SOA Wealth Advisors
New York
$4.44M -$84.6K -1,260 -2%
BWCS
800
Beirne Wealth Consulting Services
Connecticut
$4.44M +$4.84K +72 +0.1%

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.