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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
GFG
801
Greystone Financial Group
Michigan
$4.44M +$491K +7,314 +13%
EWM
802
Evercore Wealth Management
New York
$4.43M
AWE
803
Avidian Wealth Enterprises
Texas
$4.43M -$56K -834 -1%
OC
804
Opinicus Capital
Florida
$4.41M -$155K -2,310 -3%
LIM
805
Leavell Investment Management
Alabama
$4.4M -$230K -3,420 -5%
XPN
806
XY Planning Network
Montana
$4.4M +$4.32M +64,308 New
SAW
807
Signal Advisors Wealth
Michigan
$4.39M -$347K -5,172 -7%
DI
808
Disciplined Investors
Texas
$4.36M +$4.33M +64,506 New
USCWA
809
U.S. Capital Wealth Advisors
Texas
$4.33M +$200K +2,970 +5%
AFG
810
Altiora Financial Group
Ohio
$4.32M
IFWM
811
Institute for Wealth Management
Colorado
$4.32M -$227K -3,384 -5%
PCM
812
Parsons Capital Management
Rhode Island
$4.32M +$60.1K +894 +1%
KCPG
813
Kavar Capital Partners Group
Kansas
$4.31M +$575K +8,562 +16%
ECM
814
EMC Capital Management
Texas
$4.31M -$14.9M -221,724 -78%
WOC
815
West Oak Capital
California
$4.3M
UBV
816
United Bank (Virginia)
Virginia
$4.3M
LFA
817
Level Financial Advisors
New York
$4.27M +$1.43M +21,258 +52%
AF
818
Apexium Financial
Texas
$4.27M +$46.4K +690 +1%
KL
819
KWMG LLC
Kansas
$4.26M -$84.6K -1,260 -2%
FC
820
Fulcrum Capital
Washington
$4.24M +$587K +8,736 +16%
MW
821
Maia Wealth
Colorado
$4.24M +$58K +864 +1%
SVWAG
822
Sound View Wealth Advisors Group
Georgia
$4.23M +$370K +5,514 +10%
NAMNJ
823
NorthStar Asset Management (New Jersey)
New Jersey
$4.21M +$24.6K +366 +0.6%
EW
824
Evoke Wealth
California
$4.21M +$2.5M +37,200 +153%
WB
825
West Bancorporation
Iowa
$4.2M +$686K +10,206 +20%

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.